About Us

National Experts. Local Touch.SM  Our experts come to you.  

We provide services and solutions for all your specialty tax credit and incentive opportunities: Federal R&D Credits. State R&D Credits. Cost Segregation Studies.  Commercial Energy Efficiency Studies (179D). Residential Energy Efficiency Studies (45L). Payroll tax and employment credits and incentives. Let us help you to quickly identify if your company is a candidate for a variety of tax credits and incentives both Federal and state. Call us today.

CPA firms and their clients often need outside expertise when it comes to specialized tax services. Yet it can often be time-intensive to perform tax calculations necessary to determine eligibility.

Tax Point Advisors provides tax credit and incentive study services to CPA firms and their clients throughout the U.S. Our trusted team of CPAs, engineers and tax professionals assist CPAs and their clients in identifying and capturing their maximum federal and state tax credits and incentives.  Our audit rate is less than five percent, and our industry-leading audit success is unmatched. That’s because we don’t just calculate credits and incentives—we have experts placed nationally so that we can also conduct a local, thorough onsite review process for every study, then we write a bullet-proof, audit-defensible study report.

The TPA Difference

  • Multiple Client Site Visits - Tax Point Advisors conducts multiple client site visits for each tax incentive study – large or small – always by experienced  professionals. The first is part of the pre-engagement process; it qualifies the activity that meets IRS requirements, and provides the client with a highly accurate credit range. The next few visits are part of the study process, in which we perform a detailed analysis, and document technical issues. These in-person visits allow us to better understand the clients’ processes, and lead to stronger study reports and more accurate credit numbers. Many tax credit and incentive service providers do no conduct on-site client technical reviews.
  • No Out-of-Pocket Costs - Tax Point Advisors never charges clients for out-of-pocket costs, such as travel expenses. We have senior project teams on the ground in our offices across the U.S., so travel is generally by local staff. In the event that we do need to fly in a specific Tax Point Advisor team member for a special project, we still don’t charge the client for our travel expenses. 
  • Audit Representation at No Cost to Client - Tax Point Advisors will respond to any Information Document Request (IDR) that is presented to them by any federal or state agency and provide full audit representation to our clients for no additional charge.
  • Fixed-Fee Pricing with a Unique Pricing Model which Protects the Taxpayer in Two Ways - Our pricing is done on a fixed-fee basis, and has two limitations - no other tax credit study service provider offers this level of protection. We state the dollar amount of our project fee in our client engagement letters/propsoals, and the final fee can never exceed this amount, even if the tax credits/tax benefits come in higher than originally estimated. We also protect our client further by including a fee percentage cap. The final fee cannot exceed the stated percentage of the tax credits/benefits identified in the client study. This DOUBLE FEE LIMITATION is unique in the market and offers a level of fee protection to the taxpayer available from no one else other than from Tax Point Advisors. And because our fee is fixed, the IRS knows we receive no addiitional compensation when we find a bigger credit than our original estimate. 
  • Clients Owns the Work - In a Tax Point study, the client owns all of our work. Our competitors will often provide study reports with certain calculations and work withheld; this renders their reports useless unless the client also retains them for audit defense. With our studies, we provide not just the final numbers, but ALL of the work that got us to there, allowing full transparency, and giving the client control and ownership of all of the data.

To learn more about how Tax Point Advisors provides R&D tax credit study services and other specialty tax services, simply fill out the form on this page and a member of our team will be in touch with you. Or, you may call us at (800) 260-4138 nationwide.

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