How CTI maximizes tax savings
1Educate
We educate executives and key stakeholders about tax incentives to gain buy-in, support from teams, and access to documentation to maximize your savings.
2Set Goals
We target incentives that align holistically with your business objectives, identifying all the federal, state, and local programs from which you can reap rewards.
3Identify
We uncover all factors that can lead to savings, like research activities, employment practices, and real estate assets whose depreciation life can be reduced.
4Manage
We have proven processes supported by in-house automation, structured workflows, and dashboards that promote communication and transparency.
5Review
Backed by robust project management reporting, we'll suggest process improvements to further maximize future results and minimize administrative burden.
6Defend
In the unlikely event that your claim comes under agency scrutiny, we will stand by you and defend our deliverables as part of our standard service.
What to expect with CTI
Proactive Management
CTI partners you with a success manager, an experienced professional who understands your business and industry, and will provide direct personalized service. Also, you can expect proactive personal engagement to review performance reports, quickly address ‘red flags,’ and make recommendations critical to the success of your program.
Dashboard Reporting
Transparency is honesty. Providing quality service means keeping you informed. That is why as part of your program, you will have 24x7 access to our Client Portal, where you can view the status of your projects, securely transfer documents, examine performance metrics, and review reports.
Specialized In-house Technology
An incentives program should never be burdensome on your time and resources. To minimize disruptions and optimize efficiencies, we've developed tools to use time wisely. With a secure, in-house IT platform built for structured project delivery workflow and system integrations (HR, payroll, etc.), CTI streamlines processes with more comprehensive results.
When we went through our first year with CTI we had an 89% completion rate, to me that’s unheard of...their team is dedicated to working with us and they are trying to maximize your tax credits.