Maximize Your Credit Opportunity, Minimize Your Tax Burden

Our tax attorneys work with your CPA to maximize your tax savings.

Tax Credits Can Reduce Your Tax Bill

Every small business dreads tax season. You work all year to keep your revenue in the black and pay your employees, then you’re rewarded with a discouraging tax bill. There are tax credits that are uniquely designed to help you keep your money and grow through reinvestment.

Why You Should Make Tax Credits A Part of Your Tax Reduction Strategy

Credit, Not Deduction
Cash Flow Injections
Offset Taxes Owed
No Credit Limit
May Eliminate Tax Payment Entirely

Credit, Not Deduction

The credits our team focuses on don’t reduce your taxable income but taxes owed.

Cash Flow Injections

Get a quick cash flow that can then be reinvested into your business.

Offset Taxes Owed

If we calculate a credit for $50,000 and you owe $100,000 then you would only owe the government $50,000 when it comes time to pay your tax bill.

No Credit Limit

If you don’t use all of the credit in the current year, it can carry forward up to 20 years.

Credit, Not Deduction

May Eliminate Tax Payment Entirely

Ways to Put Your Money Back to Work

These tax credits are great resources for businesses like yours. We’ll help you take full advantage of them so you can focus on taking care of your business.

R&D Tax Credit

The Research and Development Tax Credit (“R&D Credit”) allows companies, of any size, to claim a dollar-for-dollar tax credit for conducting qualified research within the United States. This qualified research is identified by examining qualifying research activities and then subsequently isolating expenditures related to employee wages, outside consulting costs, and certain material expenses. Taxpayers may claim credits back three years and carry forward unused credits for up to 20 years.


The Employee Retention Tax Credit (ERTC) is a refundable tax credit for businesses that continued to pay employees while shut down due to the COVID-19 pandemic or had significant declines in gross receipts from March 13, 2020 to Dec. 31, 2021. Eligible employers can claim the ERTC on an amended employment tax return for a period within those dates.

Tax Mitigation Roadmap

Tax strategy and tax construction roadmap outlining everything a business can do to reduce your tax bill. Consult with businesses on entity structure tax optimization

How We Work to Mitigate Your Tax Bill and Keep Cash in Your Pocket

We work with your tax department to maximize your tax return. Here’s how we do it.


We start with a complimentary 15-minute call with our tax experts to determine your eligibility and establish contract details. Nothing is charged until we establish value and it’s completely free to see if you qualify.

Kick-Off Meeting &
Initial Document Request

We continue to serve as a liaison for your CPA. They are more on the compliance side and we help with strategy.

Present Our Findings
We strive to innovate when it comes to functionality. Our mission is to be the best, come and join the ride.

Your Trusted Tax Strategy Partner

Add Expertise, Not Complication

Breathe easy knowing that you’re in compliance with the most recent legislation because you’re supported by a licensed tax attorney with years of expertise and committed team.

Simple Qualifying

Our stress-free process will maximize your benefit while minimizing your footprint on the day to day business operations.

Liaison with

Your CPA

We don’t replace your CPA. They have a lot on their plate so we work with your existing CPA to capture specific line items in your tax return.

Research & Development Credit Overview

When individuals think of research and development, they typically imagine a setting involving test tubes and lab coats. However, when it comes to the tax code, the definition of what may qualify as research and development is extremely broad, and includes any work performed that involves design or development to create a new or improved business component.

Connect With Tax Credit Experts For Business

These industries commonly qualify for the R&D tax credit. This list is not a complete list and you should contact us if you want to find out if you qualify.




Breweries & Wineries

Electrical & Mechanical Contracting



Engineering (Civil, Mechanical, Structural)

Connect With Tax Credit Experts For Business

Start with a 15-minute discovery call with our team to determine your eligibility.