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SOME OF THE CLIENTS WE HAVE HELPED...

SPECIALTY TAX INCENTIVE EXPERTS

Credit Refund Experts is a business consulting firm that maximizes tax credits for their customers.  We work with a team of attorneys, CPA, builders and entrepreneurs that have successfully helped hundreds of companies receive hundreds of millions of dollars in refunds and tax credits.   We collaborate with your current tax firm to take advantage of existing credit programs.

OUR SERVICES

The R&D tax credit is one of the most powerful incentives in the tax code. Due to the broad definition of “qualified research”, businesses in nearly every industry take advantage of the credit.

To see what activities may qualify, check out the Industries menu above to learn about R&D for your company. The R&D tax credit is based on “qualified research expenses” (QREs) – for every dollar spent on QREs, you can earn up to 8.0% in federal tax credits!

Additionally, over 40 states offer similar R&D tax incentives that can double benefits in some cases.

The Preventative Care Initiative is a supplemental health management plan that allows employees to pay for qualified health care with pre-tax dollars due to Section 125 of the IRC tax code.

It’s a suite of the latest health services and programs designed to help its members maintain optimal health and well-being. Through the plan’s premium, members effectively reduce their taxable income and enjoy an increase in their paychecks. Everybody wins!

The 45L Tax Credit is available to single-family and multi-family builders as well as manufactured home producers for exceeding certain energy standards. The credit is for each qualified dwelling unit to be claimed in the tax year each unit is first sold or leased.

The 179D incentive is a federal tax deduction available to architects, engineers, and contractors for their work on newly constructed and renovated government buildings. Designers and builders of K-12 schools, city and county buildings, state universities, and federal and military buildings are taking advantage of this lucrative tax incentive.

Cost Segregation is a tax strategy for acquired, renovated, and newly built buildings that provides the benefit of accelerated depreciation, which reduces taxes and increases cash flow. Building owners can take advantage of the ability to look back and “catch-up” lost depreciation deductions without having to amend a tax return.

Cost Segregation studies are performed under the responsible charge of professional engineers with industry experience in construction to ensure the most thorough and comprehensive study.

Find out if you ARe ELIGIBLE, by contacting us today for a no cost, No OBLIGATION, NO RISK ANALYSIS

OUr PROCESS

We strive to make the cost savings process as simple and seamless as possible for our clients. Our team works closely with you to identify the most cost-effective approach to maximizing tax credits. We explore other areas with you for reducing operational expenses.

DREAMS SCORES

One of our Associates will meet with you on Zoom for 30 minutes to review your DREAMS Score – a free analysis of your total estimated cost savings. 

DIVING DEEPER

A dedicated Product Specialist will dive deeper with you on each of the cost savings areas you wish to pursue. 

DELIVERY

We deliver the necessary documents and IRS forms required to enroll in each desired tax savings program.

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