In order to truly maximize these incentives, businesses require specialized help. We bring to the table a unique synthesis of legislative monitoring, IT, and HR and project management that includes:

• An in-depth knowledge of tax incentives to effectively identify those applicable to your businesses and which employees can qualify - with no disruption to your operations.
• An innovative technology platform that includes tools to track legislative changes in real-time, streamline the employee vouchering and credit filing process, and instantly alert clients of new savings opportunities.
• Personal relationships with key agency representatives to facilitate the employee voucher approval process.
• A proven track record of helping small San Francisco businesses save thousands of dollars through previously unclaimed credits.

We consider your accountant a key partner in this process, as they are most familiar with your tax situation. Across this ongoing partnership, we'll manage these credits on a quarterly basis to maintain cash flow, and alert your accountant if new hires entitle you to additional credits. We'll also identify a set of commonly overlooked (yet often simple) credits that, under our current model, we do not charge for. We'll pass them along to your accountant as a complementary part of our service.