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 most over-looked tax credit services:
- 1. Cost Segregation (accelerate depreciation on new buildings and renovations);
- 2. 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...);
Advanced Tax Strategy Before Your Taxes Are Due:
Your Strategy Partners offers small business leaders & owners a proactive business tax & legal consulting service.
We help our clients minimize their taxes through customized tax planning, and providing each client with specific strategies and a plan forward (not just looking back at last year’s taxes and complying with what you owe). Your tax plans are comprehensive to lead you with confidence into the future, knowing that your business & personal financials are structured properly to minimize your taxes and maximize your earnings. You will be offered a customized menu of tax credits and tax consulting (financial & legal).
During our onboarding process, virtually all clients learn of new tax credits, incentives and deductions, and investment opportunities from our AIA CPA’s and tax attorneys, saving and earning and netting them significant income. The expertise lies in implementing complex, little-known, or underutilized tax strategies that typical firms may miss. These are the high-impact incentives that substantially reduce your tax liability and deliver significant capital back to your business.
Future-Proofing your business: CPA’s and tax attorneys analyze projected income, capital gains, and operational changes to model future tax implications. This includes strategic timing of asset sales, business acquisitions and major expenditures.
Entity Structure Optimization: A review of your current corporate and investment structures (LLC’s, S-Corps, Trusts, etc.) to ensure optimal pass-through and income deferral benefits for your evolving business landscape.
Exit Strategy Optimization: Structuring the sale, merger, or transfer of your business in the most tax-efficient manner possible, maximizing your net proceeds and securing your retirement. CPA’s and tax attorneys will provide you with business succession strategies and advice, so that you minimize taxes and keep more of your proceeds.
Strategic Deferral and Minimization: Implementing legal, IRS-approved techniques to delay or permanently reduce tax burdens, improving your business’s capital efficiency.
Asset Protection & Gifting: Implementing trusts and other legal instruments to protect personal assets from business liabilities and facilitate tax-advantaged wealth transfer.
Charitable Gift Giving: Strategically utilizing charitable trusts and foundations to fulfill philanthropic goals while delivering significant current and future tax deductions.
Research & Development (R&D) Tax Credits: Identifying and quantifying qualified research expenses across all industries, turning routine business activities into powerful tax benefits.
High-Impact Incentives: Evaluating opportunities such as Cost Segregation studies for real estate, Abandonment Losses, and specialized credits related to hiring, energy efficiency, and geographic incentives.
Executive Compensation Planning: Designing tax-efficient compensation and benefit plans for principals and key employees, including deferred compensation and incentive stock options.
There are many other tax incentives we can help you with. Many, you will learn about in our comprehensive onboarding process and others in your Quarterly planning sessions. Begin Your Strategic Partnership Now!