Client Results

Real stories from real clients.

Tax Planning & Strategy

Recovered 500k in Tax Savings for an Engineering Client

  • Industry: Manufacturing
  • Annual Revenue: ~$10M

Challenges

An engineering firm was struggling to navigate the complex landscape of tax credits and incentives.

Despite significant qualifying activities, they were missing out on major opportunities for savings.

Results

Working closely with one of our specialized tax credit consultants, we guided the client through a comprehensive review of their operations and prior filings. Together, we identified key credits they were eligible for and ensured they were properly documented and claimed.

The result: more than $500,000 in tax savings—reducing their overall tax liability and freeing up capital to reinvest in future projects and growth.

Ready to Partner With Us?

Contact us today to learn how we can simplify and optimize your finances.

A woman points at a spreadsheet on a laptop screen while discussing data with two colleagues at a table.