TAX CREDIT & INCENTIVE SPECIALISTS
The Experts You Need for Nuanced Tax Credit & Incentive Matters
Not only do we partner with primary accounting firms to assist clients with some of the more challenging portions of the tax code, we’re also the firm that’s called on to provide education in the industry.
Partner with CTAAccounting Industry Recognition for Tax Credit & Incentive Expertise
CTA’s Educational Services team is committed to providing quality education to Certified Public Accountants, Chief Financial Officers, tax professionals, and real estate professionals nationwide. CTA has been recognized as a leader in the Tax Incentive community and has been invited to speak in front of numerous national, state and local organizations.
Topics we frequently cover include the 6 incentive types for which we advise clients:
Clean Energy Tax Credits (ITC)
Research & Development Tax Credits
Employee Retention Credit (ERC)
Professional Organizations for Whom We Have Provided Education:
PSMJ Resources
Zweig Group
ACEC
AEC Advisors, LLC
EFCG
AICPA
Professional Recognition
Our firm is recognized as one of the leading 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.
“I have had the opportunity to work with many third-party companies providing the ERC filing service. I only wish I had discovered Beth and her team sooner. What I discovered was diligence and knowledge surrounding ERC and R&D along with timely responses…Beth was with us through the entire process. We were not handed off to multiple, changing players. Everything was presented succinctly and there were no surprises at any stage of the process. No other company I worked with provided this level of service.
I highly recommend Beth and Corporate Tax Advisors’ services.”
Terri Derkum, Owner
Legal Accounting Solutions, Inc.
Jacksonville, FL
“I have worked with Jordan for a number of years now.
He is very active with service long after the close and has a personality style which puts prospects and clients first and helps them feel at ease with what can potentially be a stressful process.
He is incredibly professional and a key outside partner to my firm when my clients need complex tax credit & incentive studies and filings.“
Rob Tamburri, Managing Partner
Balog + Tamburri, Certified Public Accountants
Atlanta, GA
