Bookkeeping & Accounting

We Help Your Clients Maximize Tax Savings

CPA firms today are expected to know and do more, especially in terms of capturing every tax incentive opportunity to reduce clients' tax liability and maximize tax savings.

As your CPAs must first focus on fulfilling core accounting responsibilities, you could be losing valuable business to a firm that also provides guidance and support for business incentives.

CPAFirst: CTI's Program Service Offerings

CTI's CPAFirst offering is designed to solve the challenges CPA firms face when clients want help pursuing corporate tax incentives. We focus on the three areas in which most CPA firms need extra expert resources:

  1. Technology: Using proprietary software technology, we're able to integrate enhanced project management capabilities that increase the value of our services with the least amount of disruption to your clients.

  2. Technical Knowledge: As a tax consulting firm, we possess the required tax and program knowledge to maximize your clients' program incentives. Our professionals have extensive experience, having worked in federal and state tax agencies, economic development departments and Big 4 accounting firms.

  3. Flexible Service Delivery Model: We deliver our services to fit our clients' needs, and this often includes developing new technologies and processes. We don't offer our services in a cookie-cutter approach. Instead, we address the specific opportunity using proven best practices.

CTI Tax Consultants Versus Any Subject Matter Expert

The main difference between the subject matter expert and CTI's tax consultancy firm is the scope of services. Our client-servicing CPAs consider all of your business needs, rather than a subject matter expert who is solely focused on a specific area of expertise.

Here's how a CTI tax consultant works for your CPA firm:

  • Deeper Insights: The client-serving CPA is aware of your history and knowledgeable in particular areas of your business. By getting to know you on a deeper level, we understand your preferences and business approach and tolerance for risk.

  • Future Planning: What is the exit strategy of your business? Are tax credit carryovers beneficial? The client-serving CPA will know if your business can use the tax attribute in question.

  • Creating An Overall Tax Strategy: Does a proposed project conflict with any current tax strategies in place? Are below-the-line benefits (tax credits) as welcomed as above-the-line benefits (wage subsidies, cash grants, etc.)?

Each of these factors play a role in deciding what tax incentive programs make the most sense to pursue.

7 Critical R&D Tax Credit Services Your CPA Firm Needs To Offer Clients  Discover how CTI serves as an extension of your CPA firm. Download Guide
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