SINCE 2014 | FUND YOUR FUTURE
Specialty Tax Credit & Incentives Advisors
At Corporate Tax Advisors (CTA), we partner with your primary accounting firm to help your business evaluate your eligibility & file for complex tax credits:
Clean Energy Tax Credits (ITC)
Research & Development Tax Credits
Employee Retention Credit (ERC)
Schedule Your Consultation Partner with CTANo-Risk
Our evaluations are always 100% free, and we only invoice for our services out of credits found. If we don’t find you qualify for the credits we identify, you don’t have a bill.
On-Demand
If we identify credits/incentives for which you qualify, we partner with your primary accounting firm to complete the necessary studies and filings as part of your broader tax strategy.
Entrepreneurs at Heart
We love what we do because our days are filled helping innovative & entrepreneurial firms free up capital for growth via the programs that help keep our country on track for a bright future.
The Problem:
The US tax code is so broad and complex that no primary firm can stay current on all aspects, AND companies end up paying more taxes than they should when nuanced & complex credits/incentives are not attained.
Founder & CEO Mike Woeber Talks CTA Culture & How We Partner with Accounting Firms to Ensure Amazing Results for Clients
“I spent 24 years in public accounting…and during that time, I saw a need for very specialized services. Things that you would think a CPA firm would do, but they are not really staffed up for or have the right personnel to do….We want our employees to do two things:
We want them to do a very defendable and solid credit incentive delivered to the client.
And we also want them to be sure the client is happy while we do it.”
Schedule Your Consultation Partner with CTAOur Mission:
To educate and advise our clients of tax incentives in a Collaborative, Timely, and Accurate manner.
Co-Founder & VP of Business Development Dawson Fercho Talks About Creating a Firm that Focuses on Relationships
“The reason we founded Corporate Tax Advisors is because we saw the industry go from a very client-centric approach to a very fee-centric approach, from being very relational, to being very transactional.
We wanted to bring that back into the industry.“
Connect with Our Team Partner with CTAOur Process Pays for Itself:
Step #1: INTRO CALL
Determine Whether You Qualify
You choose a convenient time on our availability calendar for us to ask you some basic questions about your business and determine whether or not you are a candidate for the various incentives in which we specialize.
Step #2: RESEARCH & PREPARATION
Run the Study & Analysis
Working in unison with your team & your primary accounting firm, we gather the requirements and make the calculations that determine the value of the credits or incentives as required by law.
Step #3: COMPLETION
Complete the Filing & Receive the Credit
Once we determine the credits available and have everyone’s approval, we prepare the filings for submission by your firm (along with other filings they may be handling) and invoice for our services.
