Services
R&D Tax Credit
The Research and Development Tax Credit is a federal and state incentive to business owners to reward them for improving their business. The incentive provides cash refund or carry forward credits for conducting certain R&D in the U.S. These economic incentives were implemented in 1981 and made permanent in 2015 by the U.S. Congress (PATH Act). These incentives are available to ALL businesses that qualify. The IRS does not discriminate what type of business you have, only if your business behaviors qualify for the R&D tax incentive. This Federal and State incentive is NOT just for businesses that have employees with lab coats. In fact the IRS has been keeping track of R&D tax incentives by Industrial/SIC code internally since 1981 and on their website since 2001, and have tracked thousands of companies from many industrial sectors that have qualified: Manufacturing; Medical/Scientific Research; Construction; Software/Technology/Information; Agriculture; Mining, Transportation/Warehousing, and many other sectors. Tax incentive CPA's know this and have specialized in helping business owners qualify for these credits. Our CPA and Tax Attorney experts calculate your R&D tax credits. Many local personal and business CPA's may not be familiar with this, as it is not in their area of expertise. They calculate your personal and business taxes, not federal and state tax incentives. We work with many local tax CPA's to help their high net wealth clients recover their overpaid taxes with federal and state business tax incentives.
Our team has successfully helped companies in the following industries:
- Medical: device, laboratories, Surgeons, Dentists & Orthodontists;
- Manufacturers: most manufacturers qualify
- Construction: General Contractors, Marine, Architects, Engineers, HVAC, Electrical, Plumbing, Underground Utilities, Irrigation, Remodelers, Restoration
- Agriculture: Food Processing, plant/tree/animal farming,...
- Chemical: Polymers, Adhesives, Agricultural, Lawn & Pest Control...
- Software: Software programers, Website developers, technology developers, Artificial Intelligence, etc...
- We focus on helping small & medium businesses.
For Business Owners
Business Owners: We recover your overpaid taxes. If we don't recover your overpaid taxes from the IRS then our services are FREE!
We help business owners qualify with our tax attorneys and tax incentive CPA's, Engineers and other Experts for the following services:
- 1. Cost Segregation (accelerate depreciation on new buildings and renovations);
- 2. Employee Retention Tax Credit - provides a federal tax credit for businesses affected by the pandemic (financially and/or partial or full business or supply chain shutdowns.) Our clients benefit by being qualified by a tax attorney and then having the work performed by an experienced CPA. We provide you with a checklist of documents needed to verify your qualification. After careful review and interview, if you qualify, you will be provided an ERTC report that explains the ERTC and how you qualified, and next steps to claim your tax credit.
- 3. R&D Tax Credit (Federal & State) For ANY business that Makes, Modifies, Invents, Innovates, Creates or Makes Better any aspect of your business, uses some form of experimentation (unknown outcome) in the process, and procedures; and the applicable business behavior relates to a Science (Physical, Biology, Chemistry, Engineering, Software, etc...);
There are many Tax Incentives for Small Business Owners
There are many federal, state and local business tax incentives: Ask us about Research & Development Tax Credits, Employee Retention Tax Credits, and Cost Segregation.