Advantages of a CTI partnership

All-Star Expert Team
of legal, engineering, science, accounting & finance

Proactive Management
with personal engagement to secure unequaled returns

Client Retention
as control of the relationship remains in your hands

Flexible Methodology
founded on a framework configurable to you and your clients' needs

Dashboard Reporting
with 24x7 access to clients’ tax project data in real-time

Workflow Automation
to optimize efficiencies with secure, in-house software
How to determine if clients can benefit
- During COVID-19, business revenue decreased
- Annual employee hires > 750
- Employee training ( > 40 trainees in a single state)
- Operations in a federal, state, or local enterprise zone
- Product, process, or software development or improvement
- Technique, formula, or invention design or enhancement
- Property acquisition/leasehold improvements > $500K
- Disruption to businesses affected by COVID-19
- Annual military hires > 75 (US hires only)
- New job creation ( > 25 jobs in a single state)
- Operations expansion, consolidation, or relocation
- Research & development spending > $250K
- Active tax audits: income, sales, or property tax
- Major capital expenditures ( > $1M in any single location)

Their competency exceeds any national CPA firm due to their specialization, and they are very professional and trustworthy.
Anthony Mancini, CPA, Frank, Rimerman + Co. LLP