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...

Self-Employed Tax Credit (SETC)

The SETC is a specialized tax credit from the American Rescue Plan Act designed to provide support to self-employed individuals during the COVID-19 pandemic.

Almost everyone with a Schedule C qualifies.

Whether you battled COVID, experienced COVID-like symptoms, needed to quarantine, underwent testing, or cared for a family member affected by the virus, the SETC could be your financial relief. If the closure of your child's school or daycare due to COVID restrictions forced you to stay home and impacted your work, we're here to help.

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!