Helping Business Owners with Creative Tax Strategies

Tax savings for work you’ve already done

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.

Employer Retention Tax Credit

The employee retention tax credit (ERTC), one of the more well-known COVID-19 tax incentives during 2020 and 2021, is a refundable tax credit taken against the employer’s portion of payroll taxes during 2020 and most of 2021.

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Research & Development Tax Credit

The Federal and some State governments encourage businesses to improve their processes, products, and technologies and provide a tax incentive for those who spend labor dollars on the research and development of these improvements.

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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
May 11, 2022
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Take it from Steve at Ek Automotive in Chicago, IL - the ERTC is perfectly safe, you're good... do it!
December 1, 2022
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“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.
June 22, 2022
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