THE FULL SCOPE

Of Tax Relief

There are hundreds of tax credits and incentives available to small businesses, though many business owners are unaware of them.

Check Your Incentives

Tax Incentives Made Easy

Want to learn how your business can adapt to rising operational costs and irregular cash flows?

A 10 minute conversation is all you need

Let’s clear something up: tax credits and incentives aren’t just some obscure loopholes; they’re actually designed by Congress to help businesses like yours thrive. As you’re looking for ways to cut costs and grow—whether that’s through hiring, training, or expanding—there are tons of federal, state, and local programs out there that can give you a solid financial boost.

That’s where the Tax Management System comes in! It’s a subscription service made just for small to mid-sized companies like yours. It fits right into your current setup and helps you snag all the federal, state, and local incentives you qualify for.

$3,600

Average credit per

eligible employee

$150,000 +

Average credit

per commercial property

$2,400

Average credit

per eligible new hire

Get Your Free Estimate

SERVICES

Cost Segregation

Cost Segregation is an engineering based study that permits commercial real estate owners to reclassify real property for depreciation purposes and reclassify it as more rapidly depreciating personal property. This reclassification results in significant cash flow benefits in both present and future years through considerably shorter depreciable tax life and accelerated depreciation methods.

R&D Tax Credits

The Research and Development Tax Credit is a government-sponsored tax incentive designed to encourage businesses to invest in innovation, technological advancement, and the improvement of products, processes, or software. It provides a dollar-for-dollar reduction in a company’s federal and/or state income tax liability for qualified research expenditures

WOTC

The Work Opportunity Tax Credit is a federal tax credit available to employers in the United States who hire and retain individuals from certain targeted groups that have historically faced significant barriers to employment. The credit is designed to incentivize inclusive hiring and to help individuals who are disadvantaged in the labor market gain meaningful employment.

Premium Finance

Premium finance is a financial arrangement in which a third-party lender provides the funds to pay insurance premiums on behalf of an individual or business. This strategy is commonly used to finance large life insurance policies.

Defined Benefit Plan

A Defined Benefit Plan is a type of employer-sponsored retirement plan in which an employee receives a predetermined and guaranteed retirement benefit based on a formula. This formula typically considers factors such as the employee’s salary history, years of service, and age at retirement.

ESOP

An Employee Stock Ownership Plan is a qualified, defined-contribution retirement plan that invests primarily in the employer’s own stock. It is designed to provide employees with an ownership interest in the company and is regulated under the Employee Retirement Income Security Act of 1974 (ERISA)..