How Can We Help You Today?
We have a dedicated division focused full time on advanced tax credits, such as the Research & Development and Employee Retention credits.
Other Ways We Can Help:
401K
412E
831B
Advanced Tax Planning
Advanced Estate Planning
Arkona
Business Valuation
Cost Segregation
Group Disability
Process & Automation Implementation
Our Mission
To provide guidance and assistance for each client to help their business succeed – whether it is helping claim tax credits they may not have been aware they were eligible for, assisting with business valuation, advanced tax planning, and more.
Hear It From Our Clients
We have helped recover thousands for our small business clients with the Employer Retention Tax Credit.
"I'm totally blown away! Thank you, Stacey, for showing me that I qualified for ERC, thank you for introducing me to what the CARES Act is providing small businesses like mine. Wow! I am just blown away." - Jennifer Filzen of Rock Star Marketing in Monterey, CA
Take it from Steve at Ek Automotive in Chicago, IL - the ERTC is perfectly safe, you're good... do it!
“We checked with Stacey... and WOW! We're so thankful that we did look into this. The money came and we were able to do good things for our office, our community, and the people around us." – Myron Larson, President of Larson Insurance in Alexandria, MN.