Tax Credits & Planning

Experience the difference a CPA can make

Secure valuable tax credits and plan for new opportunities with our team of experienced CPAs. We are committed to providing you with the tax credits, incentives, and planning needed to match your ambitions for growing your businesses.

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Tax Credits & Planning

Experience the difference a CPA can make

Secure valuable tax credits and plan for new opportunities with our team of experienced CPAs. We are committed to providing you with the tax credits, incentives, and planning needed to match your ambitions for growing your businesses.

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See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

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Corporate Transparency Act: Countdown to Compliance with Less Than 100 Days

Businesses must comply with the Corporate Transparency Act by January 1, 2025, and report beneficial ownership information to FinCEN despite ongoing legal challenges, or face significant penalties.
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ERC Claims Processing Resumes Amid Disallowance Notices: What Your Business Should Know

The IRS has resumed processing Employee Retention Credit (ERC) claims, providing relief to businesses but also increasing scrutiny and potential disallowances, requiring careful review and possible appeals with expert assistance.

Visa/Mastercard Settlement: What You Need to Know

The Visa/Mastercard settlement provides eligible merchants who accepted credit or debit cards between 2004-2019 an opportunity to claim compensation for improper fees.
Learn About Partnering With Our Team

The Corporate Transparency Act goes into effect soon. But you can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

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