Helping Innovators
Claim R&D Tax Credits
How much of your time could be classified as Research and/or Development?
You’ve already earned your R&D tax credits, and now it’s time you claimed them year after year!
At Tax Strategy Pro, we have been helping businesses navigate through the opportunities of tax credits. This year alone we have helped clients receive nearly half a billion in Tax Credits. Your current CPA is good at helping file your taxes in a timely manner, but when was the last time they told you, “I have an idea that is going to put over $100,000 in your pocket this year!” At Tax Strategy Pro, we have trained professionals who adhere to the IRS guidelines and tie down each and every opportunity to your business documentation. We know this is not your expertise, and we also know this is not your CPA’s expertise, so let us do all the work and we will let you know if you qualify for R and D Tax Credits. What is the cost to find out? Schedule a call, and you will not pay anything until you know that you qualify and we are ready to submit for your recovery.
What makes Tax Strategy Pro Different than my CPA?
First off, your CPA is first and for most a tax preparation shop. Many have ventured into other services like Financial or Retirement Planning. At Tax Strategy Pro we have coordinated multiple divisions to work with you, the business owner, so you don’t have a hodge-podge of ideas and unimplemented strategies. This coordinated approach allows our team to make sure our strategies are the right strategies for your goals and objectives.
We’ve streamlined the process with technology and highly trained people. You show up to the Discovery Meeting and our Trained Tax Credit Representatives will guide you through the entire process – all the while helping educate you on the many opportunities that have been escaping you for years.
We are not a one trick pony organization. Here at Tax Strategy Pro, our teams are trained to look at all the opportunities before you and help you decide which one is right for you and your company. Recently a vineyard came to us to find out if they qualified for ERTC credit. They did, but our team went ahead and ran the numbers for R and D, and the Credits for R and D far exceeded the amount the vineyard owner would have received from ERTC.
Let’s face it. There are dozens of Tax Credit organizations trying to tell you that you qualify, but they don’t take the time to educate you so that you understand why you are getting the credits. Not only do we want to educate you and walk alongside you throughout the entire process, we will be with you if the need ever arises to defend your position at no additional cost.
OUR SOLUTION
We do the work to get you the RIGHT Credit.
We know you are very busy and don’t have time for games or gimmicks. That is why Tax Strategy Pro does all the work for you and does it up front. You know exactly what is going on and you are educated so that you can be prepared to maximize these credits year after year.
Get Started
Are you ready to save more of your client’s bottom line by taking a long term view?
Don't take our word for it, read what our students have to say!
“”I just began with Tax Strategy Pro and boy am I glad I did. I just received $424,838 for the Employee Retention Credit. Initially I was introduced to the credit by a Tax Strategy Pro Advisor. I went back to my CPA and he said that I did not qualify. My CPA just called me and shared that after much research, he believes I would qualify for ERTC. I told him thanks but I have already received my credits from Tax Strategy Pro. Next step is a full blown tax plan for me and a new CPA.“
Marco, Real Estate Agent
“To good to be true? Yes I waited over a year to sign up with Tax Strategy Pro and when I did the first thing they did was put $134K in my pocket. While I was coming to have them initiate a tax plan, they asked a few more questions and recommended that I start the ERTC process. My old CPA was a nice CPA and I don’t burn bridges but I have outgrown someone just putting the right numbers in the right box. Things take longer when you are doing planning instead of just getting your taxes done, but it is my single most biggest return on investment in my business. Tax Strategy Pro is estimating they will save me 64K this year in taxes! I am a believer in this to good to be true team.
Lisa, Small Business Owner
