Tax Strategy & Specialty Credits

1.

Research & Development (R&D) Tax Credit

Section 41 rewards U.S. businesses for qualified research costs. Engagements begin with a no-cost feasibility review.

Technical narrative built, expenditures identified (wages, supplies, contract research, computer leasing), time and cost allocated, and a substantiation file built to withstand examination. Federal and state credits filed; amended returns pursued for open years. Supported by TaxVantage.ai.

Designed For

Software, hardware, biotech, manufacturing, and other industries performing qualified research they haven't fully captured. Contingency fee plus retainer, no upfront cost.

2.

ERC Resolution & Defense

Defense and resolution support for businesses with filed, pending, or paid ERC claims.

Pending payments: release pursued where the file supports it. Audit: substantiation, information-request responses, and representation alongside counsel. Incorrectly filed claims: documentation review and a recommended path of defense or amendment, based on the facts and regulatory environment.

Designed For

Businesses with filed, pending, or paid ERC claims requiring resolution, defense, or remediation. Hourly or project-based depending on scope.

3.

Federal & State Tax Planning

Tax-affected modeling across every material decision, integrated with Exit Readiness work within 36 months of a sale.

Entity choice and conversion (C-corp, S-corp, partnership, disregarded entity). Accounting-method elections. Multi-state nexus analysis. Sales-and-use-tax remediation. R&D capitalization under Section 174. QSBS and profits-interest planning.

Designed For

Multi-state, multi-entity, or growth-stage businesses whose tax position has not been re-examined in the last twenty-four months.

4.

Tax Controversy Support

Substantiation file construction, response drafting, and examiner communication across IRS notices, audits, and resolutions.

We do not represent taxpayers in tax court. For ERC, R&D, IEEPA, and other specialty credits where we authored the original file, we represent the technical position through resolution at no additional cost.

Designed For

Businesses under audit or in receipt of IRS notices on specialty credits or technical positions.