Recent Client Successes

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$8,000,000 ERC Tax Credits/Cash Refunds Generated

Staffing Firm
  • Employee Headcount: 475

$957,000 ERC Tax Credits/Cash Refunds Generated

Restaurant Chain
  • Employee Headcount: 98 (3 locations)

$400,000 ERC Tax Credits/Cash Refunds Generated

Medical Office
  • Employee Headcount: 33 (2 locations)

$355,000 ERC Tax Credits/Cash Refunds Generated

Architect Firm
  • Employee Headcount: 23

$193,000 ERC Tax Credits/Cash Refunds Generated

Law Firm
  • Employee Headcount: 15

$1,100,000 R&D Tax Credits/Cash Refunds Generated

Plastic Mold Injection Company
  • Revenue: $60 million

$639,000 R&D Tax Credits/Cash Refunds Generated

Architectural Firm
  • Revenue: $17 million

$483,000 R&D Tax Credits/Cash Refunds Generated

Software Developer
  • Revenue: $12 million

$15,000,000 Excise Tax Refund

Financial Institution
  • Revenue: $17.0 billion

$1,000,000 Refund from Federal Interest Recovery and Review Engagement

Financial Institution
  • Revenue: $80.0 billion

$1,500,000 Savings from Business Incentive Advisory Engagement

Major US Stock Exchange
  • Revenue: $80.0 billion

$4,000,000 Cash Flow Benefit from Cost Segregation Study

60 branch locations of a Financial Institution / Regional Bank
  • Revenue: $130.0 billion

$725,000 Annual Shareholder Tax Savings from IC-DISC export tax incentive

Industrial Crane Manufacturer/Rental
  • Revenue: $40.0 million

$2,500,000 Annual Property Tax Savings

Petrochemical Refinery
  • Revenue: $17.0 billion

$835,000 R&D Tax Credits / Cash Refunds Generated

Auto Parts and Components Company
  • Revenue: $100.0 million