SINCE 2014 | TAX CREDIT & INCENTIVE SPECIALISTS
Case Studies
Sound familiar? These are just some samples of the work of our tax credit advisors‘ work helping companies find more than $300M in tax credits since CTA was founded in 2014.
Request a Free EvaluationSome Representative Examples of Our Work
Service: R&D Tax Credit
Industry: Medical Device Manufacturing
Location: Atlanta, GA
Company Size: 400 Employees
Background: The client is a leader in the design and manufacturing of spinal medical devices.
Result: Client was previously taking credit with another provider before CTA spoke with their product engineers and management to determine there was qualifying activity beyond what they were calculating previously. The result was a higher credit for both Federal and Georgia returns.
Service: R&D Tax Credit
Industry: Architecture & Engineering
Location: Las Vegas, NV
Company Size: 250 Employees
Background: One of the largest hotel design firms in the country with offices all over the US.
Result: President was skeptical that an architect would even qualify for something called “R&D Credit.” After meeting with client and their CPA, we explained and outlined all of their qualifying activity. Client was open to capturing previous year credits, and we were able to capture $100k per tax year for a total of $400k in usable tax credits.
Service: 179D
Industry: Architect
Location: Lubbock, TX
Company Size: 300 Employees
Background: An R&D client had never looked into taking the 179D deduction because of what they saw as a long, tedious allocation process with their government clients.
Result: After looking at their drawings and streamlining the allocation process, we were able to find them an additional $60k in deductions.
Service: R&D Tax Credit
Industry: Engineering
Location: Jacksonville, FL
Company Size: 50 Employees
Background: The client is a multi-discipline civil engineering firm specializing in engineering better communities across Florida.
Result: The client was aware of the R&D tax credit but didn’t feel it was worth the effort. At the urging of industry colleagues, the client investigated the credit, and CTA’s name kept coming up. After seeking CTA’s advice, the firm qualified for the current and two previous years, significantly adding valuable dollars to their bottom line.
Service: R&D Tax Credit
Industry: Engineering/Planning
Location: NC & TX
Company Size: 350 Employees
Background: The client is a full-service civil engineering, land planning, landscape architecture, and geomatics firm.
Result: The risk-sensitive firm had little knowledge of the tax credit and chose not to pursue it to avoid possible IRS audits and exposure. After consulting with CTA, the firm opted to seek the R&D tax credit for the current and two prior years. Not only was the firm not audited, but it immediately received reimbursement from the IRS for the past two qualifying years.
Service: R&D Tax Credit
Industry: Engineering
Location: Boise, ID
Company Size: 30 Employees
Background: The client is a structural engineering and design firm specializing in manufacturing, commercial, and facilities markets.
Result: The client’s leadership team had heard of the R&D tax credit and had previously worked with another consulting firm for over a year to investigate qualifying. With no success, the firm switched to CTA, who collaborated with the client’s CPA to receive R&D tax credits for the current year and the prior two years resulting in a six-figure credit that allowed the engineering firm to renovate its company offices completely.
Service: Job Tax Credit
Industry: Metal Fabrication
Location: Atlanta, GA
Company Size: 85 Employees
Background: Family-owned small business specializing in high-quality parts for aviation within all branches of the military.
Result: Client attended one of our tax seminars, learned about the Job Tax Credit, and requested a meeting. Working with the client and their CPA, we were able to eliminate all of their income tax and payroll tax liabilities for 5 years (over 500k in tax credits).
Service: Job Tax Credit
Industry: Assisted Living
Location: Statesboro, GA
Company Size: 1,500 Employees
Background: The company was operating at an overall loss and did not think there was any benefit available from the Job Tax Credit.
Result: After we worked with them and their CPA to evaluate all of their qualified benefits, we were able to generate over $5 Million in payroll benefits, and they won’t have to pay any payroll withholding for the next 10+ years.
Service: Employee Retention Credit
Industry: Restaurant
Location: Coastal Southeastern States
Company Size: 175 Employees
Background: Popular sandwich franchise business with multiple locations ranging from South Carolina, Georgia, and Florida. Even though the dining rooms were closed, the stores did more revenue during the pandemic.
Result: Client was referred to CTA through their payroll provider since we frequently work with PEO’s (Professional Employer Organizations). After meeting with the client, we qualified them for both financial and partial suspension of operations due to a government order. The client received over $500k in ERC refunds.
Service: Employee Retention Credit
Industry: Medical
Location: New York, NY
Company Size: 65 Employees
Background: Family owned medical practice and surgery center, was an essential business but all elective surgeries and procedures were restricted. Medical supplies were severely limited and rationed out or on back order for months at a time.
Result: The client qualified under the partial suspension of operations due to a government order and received over $700k in ERC refunds.
Service: Employee Retention Credit
Industry: Manufacturing
Location: Atlanta, GA
Company Size: 400 Employees
Background: The company was deemed as essential so never closed their doors. Although the company’s gross revenue was higher than ever during the pandemic, their bottom line suffered significantly. Due to huge supply chain shortages, fuel surcharges, issues with port closures, and sky-high freight costs, their profit margins were at an all time low.
Result: The client qualified under the partial suspension of operations due to a government order in supply chain issues and received $2.5 Million in ERC refunds.
Professional Recognition
Our firm is recognized as one of the leading specialty tax advisory firms in our industry throughout the nation. By combining our expertise, experience, and the energy of our staff, each client receives close, personal, enthusiastic, and professional attention.
Our high standards, service, and specialized staff make all the difference when comparing CTA to other firms. We make sure that every client is served by the expertise of not only their personal account manager, but our entire firm.
