SINCE 2014 | SPECIALTY TAX ADVISORS
Your On-Call Tax Credit Specialists
At CTA, we augment your team when you need assistance with research and filing for specialty tax credits and incentives:
Clean Energy Tax Credits (ITC)
Research & Development Tax Credits
Employee Retention Credit (ERC)
Whether you’re looking for a refresher on any of the programs we support or want to talk about a specific client, we’re here for you.
How Can We Help Your Firm Succeed with Specialty Tax Credits & Incentives?
Your Client
You’re running your client’s tax strategy at all times. We don’t provide generalized business tax services at all, nor seek to be the primary accounting relationship (ever). We want you to be the hero of the story!
Our Expertise
Our team includes accountants, lawyers, and engineers who focus on nothing more than Federal & State programs that incentivize projects that drive our nation into the future. You’ll have the right people working on your client’s projects.
No-Risk
We don’t charge hourly and our eligibility evaluations are always free. After we determine eligibility, we work with you to conduct the correct research, documentation and filings. We only invoice once total credits are determined.
“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
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.
Partner with CTAOur Mission:
To educate and advise our clients of tax incentives in a Collaborative, Timely, and Accurate manner.
Our Process Pays for Itself:
Step #1: INTRO CALL
Determine Whether Your Client Qualifies
You choose a convenient time on our availability calendar for us to ask you and your client some basic questions about the business and determine whether or not they 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 & the client’s, 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.
Some 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.
