Grow Your Business with Grants, Incentives, and Tax Credits

Discover lucrative opportunities for your business with the intricacies of tax code and government programs. At Strategic Tax Planning, we stay up to date with changing legislation to unlock valuable incentives, grants, and tax credits specifically tailored to your unique business profile. 

Schedule a free call
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Grow Your Business with Grants, Incentives, and Tax Credits

Discover lucrative opportunities for your business with the intricacies of tax code and government programs. At Strategic Tax Planning, we stay up to date with changing legislation to unlock valuable incentives, grants, and tax credits specifically tailored to your unique business profile. 

Tailored Solutions for Unparalleled Savings

Our tax professionals will meticulously analyze a variety of factors to create a personalized roadmap to financial optimization. 

Our comprehensive service delves into:

  • Federal and state programs: We stay on top of the ever-evolving landscape of government initiatives, identifying a variety of relevant grants and tax credits.
  • Industry-specific opportunities: From restaurants to tech startups, we can maximize your eligibility potential with our knowledge of industry-specific incentives.
  • Employee-based benefits: Allow us to optimize your payroll by uncovering tax credits for employees you hired and other qualified expenses.
  • Asset maximization: We will leverage every deduction and depreciation option available for your equipment, technology, and property.
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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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Optimize Your Business Finances

The benefits of collaborating with Strategic Tax Planning extend beyond saving money. By unlocking these savings, we empower you to:

  • Invest in your business’s growth: The funds you recover can be reinvested into your business, allowing you to hire new talent, develop innovative products, and expand your operations.
  • Boost your bottom line: Increased profitability of your business can attract investors, strengthen your competitiveness, and secure your business’s financial future.
  • Gain peace of mind: Our approach can ensure compliance and minimize risks, allowing you to focus on running your business.
Get in Touch with Our Financial Professionals

Witness the potential within your business. To uncover the potential credits, incentives, and grants in your business.

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Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. 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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FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

What are some frequently missed credits or incentives?

Many businesses miss out on the R&D tax credit, energy efficiency rebates, or industry-specific incentives due to lack of awareness. A thorough analysis of your business by a financial professional can reveal these hidden opportunities.

How much time and effort does it take to apply for these programs?

The complexity and timeline of applying can vary depending on the program. Some involve simple forms while others require detailed proposals and documentation. Consulting with a qualified professional can streamline the process.

Can I claim multiple credits or incentives for the same activities?

Programs often have guidelines against stacking benefits for the same activity. To avoid conflicting claims and associated penalties, be transparent about your activities and consult a professional to optimize the incentives you claim.

View Insights From Our Team

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

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What is Happening with the Corporate Transparency Act?

The NSBA and others are challenging the constitutionality of the Corporate Transparency Act. What does this mean for a business's reporting requirements?

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.
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