Strategic Tax Consulting & Compliance
We bring tailored tax strategies and business expertise to help you recoup available credits on your investments
Tailored Strategy:
Beyond Number Crunching:
We don’t just file forms; we blend business expertise with tax law to recover capital you didn't know you had. We analyze your past investments to identify missed savings and create a roadmap for future growth.
Proactive Analysis: Identifying opportunities before year-end.
Multi-Strategy Approach: Integrating R&D, Energy, and State credits.
ROI Focus: Maximizing available credits on every dollar invested.
People First:
An Extension of Your Team:
In traditional accounting, the human element is often lost. We operate as a dedicated partner—enhancing your team's capabilities with federal and state tax specialists so you don't have to hire in-house.
White-Label Support: Seamless integration for CPA firms.
Direct Access: Work directly with senior tax directors, not junior associates.
Confidentiality: We respect client relationships and protect your data.
Audit Defense:
Protection from Discovery to Closing:
Uncertainty is the enemy of tax planning. We provide unmatched substantiation, delivering comprehensive reports that detail exactly how every penny was calculated to ensure you are audit-ready.
Full Substantiation: Detailed narratives that map job titles to qualified activities.
Audit Representation: We stand by our work in front of the IRS and State boards.
Risk Removal: Proactive compliance reviews to eliminate "red flags".
Manufacturing • Software Development • FinTech • Aerospace • Agriculture • Renewable Energy • Biomedical.
Manufacturing • Software Development • FinTech • Aerospace • Agriculture • Renewable Energy • Biomedical.
Contact Us
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