Tax Incentive Agency

Who We Are

Incentives and Amendments

Who We Are

Tax Incentive Agency is a consulting, data collection, and processing company that helps businesses claim tax incentives, credits, and rebates.

Over 90% of Businesses don't understand how these programs work and that's no fault of theirs.

Too many believe the benefit is only for the Fortune 500 but that's a lie and we're here to help small to large companies learn.

What We Do

Incentives and Amendments

Who We Are

Tax Incentive Agency has worked with over 2,700 companies to file over $350,000,000 in claims.

We'll ask a series of questions to understand your business, identify possible incentive, credit or rebates, gather your paperwork, run a summary analysis, let you know the amount of your claim, file all paperwork with the IRS.

We work on contingency, so zero up-front fees.

Claim your money

Incentives and Amendments

Tax Incentives, Credits, and Rebates are in place to provide a benefit to the business and its owner(s) in lowering effective tax rates, help generate a cash flow.

Some can be a dollar-for-dollar reduction of your income tax liability.

If business partners are involved but some aren't ready to move forward, each partner has the opportunity to claim their own money.

Current IRS Tax Credit Submission Programs Available

FICA TIP CREDIT - The FICA Tip tax credit is open to Food & Beverage businesses as well as Health & Wellness businesses. F&B businesses can claim for the last four years and then annually moving forward. H&W businesses were recently added due to the adjustment from the Big Beautiful Bill so they can now submit claims for 2025 and forward.

Restaurants - Bars - Nightclubs - Coffee shops - Ice Cream Shops - Sandwich Shops - Etc.

PREVETATIVE HEALTH INITIATIVE - (PHI) is a Tax Incentive to Employers and a corporate wellness program designed to help businesses reduce healthcare costs while enhancing employee health through proactive strategies like wellness coaching, screenings, and telehealth

All employers offering health insurance to employees need to take advantage of this tax benefit as it reduces your tax liability. Put it simply, "more money in your pocket"

RESEARCH AND DEVELOPMENT CREDIT - The R&D tax credit is a dollar-for-dollar federal (and sometimes state) tax reduction designed to incentivize companies to invest in innovation, such as developing new or improved products, processes, software, techniques, or formulas. It allows businesses to offset income tax—or up to $250,000 in payroll tax for qualifying startups—by claiming 6% to 15% of qualified research expenses, including employee wages, supplies, and contract research costs.

Applies to many industries, including manufacturing, software, engineering, and agriculture, not just labs.
Reduces income tax liability, can be carried forward up to 20 years, and provides immediate cash flow benefits.

Manufacturing

CNC | Metal and Wood Fabrication

Electronics | Industrial Equipment

and More...

Construction

Manufacturing

Paving | Electrical | Plumbing

Roofing | HVAC | Builders

and More...

Medical

Manufacturing

Software & Technology

Dental | Medical | Chiropractic

Ophthalmologist | Dermatologist

and More...

Software & Technology

Service, Retail & Hospitality

Software & Technology

The amount of research and development that software and technology companies endure is heavily rewarded through the programs we specialize in.

Let us help you get your money back for you!

Service, Retail & Hospitality

We are a huge advocate for the service, retail and hospitality industry as they make up 50% of our customers for tax programs.

We understand your industry and are ready to help.

Non- Profits

Service, Retail & Hospitality

We have a special bond with nonprofit organizations because we believe in the mission at hand and importance of the end result. This is why we have taken the time help build a platform in which they can raise money

Federal and State Tax incentive claims

Federal and State Tax incentive claims

Who We Are

Incentives and Amendments

Who We Are

What We Do

Incentives and Amendments

Who We Are

Incentives and Amendments

Incentives and Amendments

Incentives and Amendments

Current IRS Tax Credit Submission Programs Available

Manufacturing

Manufacturing

Manufacturing

Construction

Manufacturing

Manufacturing

Medical

Manufacturing

Software & Technology

Software & Technology

Service, Retail & Hospitality

Software & Technology

Service, Retail & Hospitality

Service, Retail & Hospitality

Service, Retail & Hospitality

Non- Profits

Service, Retail & Hospitality

Service, Retail & Hospitality