Tax Strategy & Specialty Credits 

From there: technical narrative built, qualified expenditures identified (wages, supplies, contract research, computer leasing), time and cost allocated to qualifying activity, supporting documentation prepared, and a substantiation file built to withstand examination. Federal credits filed at the entity level. State credits pursued where they exist. Amended returns filed for years still open under the statute of limitations. Supported by TaxVantage.ai.

Software, hardware, biotech, manufacturing, engineering, agriculture, food sciences, and any industry where qualified research activity is performed and inadequately captured. Contingency fee plus retainer. No out-of-pocket cost to the client.

Pending payments: payment 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 : defense or amendment : based on the facts and the regulatory environment.

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

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 treatment under Section 174. QSBS planning. Profits-interest plans. Where founders are within thirty-six months of a contemplated sale, this work integrates with our Exit Readiness Assessment to ensure the structure at the moment of transaction produces the best after-tax outcome.

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

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.

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