Advanced Tax Strategies & Incentives

90% of SMBs and mid-market organizations are eligible for specialized tax incentives, yet fail to claim them. We're here to change that.


Business & Nonprofit Tax Incentives

Our tax experts specialize in corporate tax credit and incentive programs. They've identified over $37 BILLION in tax credits for clients with ZERO IRS disallowances!


Ensure your business qualifies for all the long-standing and latest programs available to you -


  • New Hire Credits (WOTC)
  • Property Tax Incentives
  • R&D Credits
  • Cost Seg Analysis
  • Disaster Incentives
  • Hundreds of State & Local Tax Credits
  • And much more...


AI-Advanced Tax Strategies


This proprietary service harnesses the power of AI, along with our experts' years of wealth management & tax compliance experience, to go beyond traditional tax preparation and proactively identify opportunities to minimize tax liability.


This proven process involves a comprehensive analysis of your financial situation. Including income, investments, and deductions, to develop personalized strategies that maximize your tax savings.


Average tax incentive savings:  $32,000!

Looking to learn more? We’re here to help!

Please contact us for a FREE consultation with our experienced and proven team of rebate and incentive experts. Find out which incentives your business could potentially  qualify for today.

Book a Consultation