Why Pay More?
ERC Audit Defense & Risk Management
The IRS moratorium of ERC refund processing from September of 2023 has turned hardship into headache for businesses. We can help businesses navigate the status of their refund claims, advise on the viability of the claim, and fight the IRS if a viable claim is denied. We can also help navigate the IRS' Voluntary Disclosure program and evaluate offsets for additional taxes if a claim is not viable.
How Can We Serve You ?
Back-Office Support for CPAs
There are a lot of things for CPAs to keep up with in order to get a client's data correctly entered on a tax return. Sometimes, a little back-office support is needed to cover the more dynamic parts of the tax code. This is especially true for the credits and incentives that require specialty knowledge or have long histories of guidance held in multiple authoritative resources.
Tax Credits & Incentives to Help you Grow and Sustain your Business.
R&D Tax Credit
The Federal Credit for Increasing Research Activities, or R&D Tax Credit, as it is commonly known, was enacted in 1981. Throughout its history, it has changed section numbers, been temporarily extended 16 times, lapsed for a year, and was finally made permanent by the PATH Act at the end of 2015.
Employee Retention Credit Audit Defense & Risk Management
The Employee Retention Credit ("ERC") was first put into effect as a way for employers to retain employees during the 2020 Covid-19 pandemic. This credit was initially introduced under the CARES ACT as a fully refundable tax credit for the March 12, 2020 - January 1, 2021 time period.
Sales Tax Relief
Each state has their own set of rules when it comes to sales, use, and utility tax exemptions. Our team is here to help you navigate the regulations in your state and validate your exemption status. Click below too schedule an appointment to speak with an advisor. There is no cost and no obligation.
M&A Due Diligence
If you work in the M&A or Private Equity space, we can help add value every time you work on a deal. Tax due diligence typically relies upon identifying the low-hanging fruit items on tax returns. With the sheer volume of specialty tax credits and incentives available to businesses, there is so much more to consider. With the IRS' cries of fraud in ERC and creating an annual moving target for R&D tax credits, it has become imperative to have a specialist step in during tax due diligence.
Cost Segregation
We partner with one of the largest independent Cost Segregation providers in the US to serve our growing client base. If you have never had a Cost Segregation study performed for your building, you may be missing out on hundreds of thousands of dollars of income tax deductions for your business. Contact us to learn more.
Testimonials
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Hari Radhakrishnan, CO-CEO
“The ability for early stage small businesses like Decisio to finally use their R&D tax credit is huge for the startup community. With minimal effort, Probity Tax Recovery has saved us over $200,000 in payroll taxes.”
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Aaron Knape - CEO
“We have been working with Probity Tax Recovery since inception. The strategies this team has helped us put in place were crucial in laying the groundwork for our tax credit claims. The best part was that their consulting time was non-invasive and very affordable to a start-up like us! Probity Tax Recovery helps us plan for the future without hurting our budget in the present.”
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Gustavo Sanchez - CEO
“Like probably everyone else, tax is NOT something that excites me. BUT if you’re a business owner, you should definitely take 15 minutes to talk to Probity Tax Recovery to see if you qualify for the R&D tax credit. These guys saved Pandata Tech some serious cash! They even went out of their way to work with our CPA to ensure everything was filed correctly and on time.”
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Chris Meador - CEO & Co-Founder
“I’m very happy with Probity Tax Recovery’s service. They are very knowledgeable and very reasonably priced. Don’t waste money on an attorney when you can use Probity Tax Recovery!”
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John Westwick, PhD., CEO
“Thanks to the Probity Tax Recovery team, we were able to offset over a year’s worth of future payroll taxes. More companies need to know about this fantastic tax incentive!”
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Charley Donaldson - CEO
“We started CaringBand because we care about people. When we decided to work with Probity Tax Recovery, we chose another company with the same values. PTR’s no up-front
