About Us

We are a fully licensed CPA firm providing tax planning services and third-party tax credit processing for other CPA firms. Our proprietary technological applications and specialized expertise allow us to process credits quickly and accurately, while our 50 years of collective tax accounting experience means that we always have a holistic approach to every client’s overall tax situation.

Our special experience with the Employee Retention Credit (ERC) has made us a sought-after partner in preventing and resolving IRS enforcement situations resulting from the epidemic of improperly filed ERC.