CASE STUDIES

RockTops Granite Company

The Problem:

This granite and stone company was missing out on about $70,000 per year of tax credits. This is money that the owner could have been spending on new equipment, salaries, and growing the business.

The Strategy

We looked through all the manufacturing and business processes that this fabrication company was doing, and we found many activities that qualified for both State and Federal credits. Our Tax Experts documented each credit and provided a detailed report on the findings.

The Result

We were able to recover $225,565 of tax credits for the past three years and we expect to be able to collect around $70k per year every year going forward.

ZHealth EHR

The Problem:

This healthcare software company was missing out on about $125,000 per year of tax credits. This is money that the owner could have been spending on enhancing his platform, hiring more developers, and increasing his marketing budget.

The Strategy

We looked through all the software development processes that they were doing, and we found many activities that qualified for Federal credits. Our Tax Experts documented each credit and provided a detailed report on the findings.

The Result

We were able to recover $509,000 of tax credits for the past three years and we expect to be able to collect around $125k per year every year going forward.

Arrow Sign Company

The Problem:

This custom sign fabrication software company failed to collect over $2 million of R&D tax credits over the past 25 years because their accountant didn’t understand how these credits could be applied to a fabrication company.

The Strategy

We looked through all the manufacturing and business processes that this fabrication company was doing, and we found many activities that qualified for both State and Federal credits. Our Tax Experts documented each credit and provided a detailed report on the findings.

The Result

We were able to recover $342,000 of tax credits for the past three years and we expect to be able to collect around $100k per year every year going forward.

Dental Whale

The Problem:

This private equity rollup conglomerate has acquired 14 companies and continue to look for ways to finance rapid growth and additional strategic acquisitions.

The Strategy

We looked for credits in all the various business units, including education, software, marketing, and call center services.

The Result

The company will be able to claim some credits for 2019 and much larger credits for 2020 and every year going forward. This “free money” will accelerate their growth and profitable in a variety of different ways.