Tax Credits and Incentives

A Unique Opportunity.

Corporate Tax Credits present a unique opportunity for business owners to capitalize on areas they typically don’t realize are available. The majority of these lucrative incentives require specialized knowledge and technical capabilities outside the scope of most smaller accounting practices. Our government provides incentives for a variety of items that many business owners consider to be part of their standards of operating and without the guidance and support of a sophisticated accounting team regularly go unrealized.

Our team currently focuses on three primary tax incentive opportunities, the Research & Development Tax Credit or R&D, the Employee Retention Tax Credit or ERTC, and the Work Opportunity Tax Credit or WOTC.

Happy couple having a business meeting with a financial advisor.

Types of Tax Credits and Incentives

ERC Tax Credits

This tax credit was launched in March 2020 to help businesses navigate through the effects of COVID and is for small business owners, defined as having 100 or fewer full-time W-2 employees in 2020, and fewer than 500 W-2 full-time employees in 2021.
Learn More

How It Works



Our Planning Coordinators will align you with a credit review specialist. They will also initiate the collection of tax documents required to run the necessary calculations for the credit. This also consists of a technical interview, where the interviewer will drill into each applicable area that may qualify the business or activity to receive a tax incentive. Once this interview has been completed, it will be sent to our technical writing team to review and if qualified, draft a report for review.



A Technical Report and estimate will be provided to our prospective applicant during the review phase. If a substantial recovery of a tax credit is available, a cost analysis and minimum guarantee of recovery will be determined and discussed with the business owner. Our credit recovery team will review all applicable tax, payroll, and working papers to ensure the available credit is within the boundaries of the IRC and defensible in the event of an audit.



If the cost to recovery ratio makes sense, our team will offer an engagement. All of our engagements come with a guaranteed minimum recovery amount and audit protection, should the recovery ever be scrutinized by the IRS or local government.

Get started today.

Contact us to schedule your free consultation.