The credits you've already earned. Claimed.

Credit mills promise huge numbers, take a percentage, and disappear before the audit. We're your CPA firm — we sign the return we file. That changes the incentive: every credit we claim comes with the study, the time records, or the engineering report that supports it.

Many credits can also be claimed retroactively. If the last three years of returns were prepared without a credit review, an amended return can put real money back in your account.

A deduction reduces taxable income; a credit reduces the tax itself, dollar for dollar — which is why the screen for credits comes first in every planning engagement.

R&D credit (Section 41): not just for laboratories — software builds, process engineering, formulation, and tooling qualify more often than owners expect, and qualifying startups can apply it against payroll tax before they owe income tax. Documentation is the whole game; we build the file that survives an exam.

Hiring and energy: the Work Opportunity Tax Credit for eligible hires; commercial clean-energy incentives like 179D for efficient buildings and credits for qualifying vehicles and equipment. Depreciation strategy — Section 179, bonus, and cost segregation on purchased buildings — decides when deductions land, which is often worth as much as how big they are.

States stack on top: California’s R&D credit, Oregon and Georgia incentive programs, and the PTE elections that interact with all of it. Every credit we claim ships with the workpapers to defend it — a credit that cannot survive an audit was never really yours.