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SINCE 2014 | SPECIALTY TAX ADVISORS

Ready to Fund Your Future?

100% free consultation: our friendly, US-based team is standing by to learn more about your business and help you and your primary accounting firm understand whether or not you qualify for the following programs:

Clean Energy Tax Credits (ITC)

Research & Development Tax Credits

179D Green Energy Incentive

Cost Segregation

Jobs & Training Credits

Employee Retention Credit (ERC)

Our Process

    Our 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.
    DIY cost segregation

    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.
    R&D tax credit examples

    CTA Work by the Numbers

    $300M+

    Client Tax Credits & Incentives Identified

    200+

    Years Combined Tax Credit & Incentive Experience

    1000+

    Successful Tax Credit & Incentive Studies

    Helping Businesses & CPAs Across the Nation with Specialty Tax Credit Services Since 2014

    Are You Ready to Find Out if You Can Fund Your Future Out of Taxes You May Not Owe?

    Let's Find Out Together...

    Request Your Eligibility Evaluation

    Memberships & Associations

    CPA Friends:

    Sign Up for Our "Tax Credits & Incentives Update" Newsletter to Stay Informed on Changes That May Impact Your Clients