Specialized Tax Credits and Refunds

Increase cash flow by minimizing tax burdens

Curious to Know How Much You’re Owed in Tax Refunds and Savings?

There are over $80,000,000,000 in tax credits and incentives in the USA.

About 20% or $16,000,000 in tax credits and incentives are squandered.

“Squandered” = 1) never identified and 2) identified but FORFEITED because of incorrect compliance.

Almost no company optimizes all available tax credits using just their accountant and tax preparers.

 

When to Suspect You’ve Been Missing Out

Sign #1: One person/silo remembers but doesn’t document your special tax abatements and incentives.

Sign #2: Your company uses spreadsheets to track all your tax incentives and compliance.

Sign #3: You rely on your CPA or tax preparer to notify you of all credits you’re eligible for.

Sign #4: You haven’t authorized an external state and local tax incentive review in years.

Sign #5: You rely on archived emails instead of appropriate technology tools and resources.

Sign #6: It’s been years since your tax department has notified you of any new tax incentive initiatives.

Sign #7: Your tax footprint expands but your tax incentive footprint doesn’t expand as fast.

Sign #8: You acquired a new company and received no inventory of their tax incentives/abatements.

Sign #9: Only the tax department understands or can explain the tax incentives and abatements.

Sign #10: The communication chain for maintaining credits is disjointed and spread over many states.

 

DCI Solutions’ Tax Credit Reviews Always Find Money

Basic practices like Cost Segregation and WOTC are INSUFFICIENT for containing your tax burden.

You are overpaying somewhere: use tax, property tax, utility tax, payroll tax, gross receipts tax, etc.

DCI recovers tens of thousands to millions without your changing accounting methods or tax preparers.

 

A Few Tax Savings Which Go Unclaimed

  • You expand job headcount in CA and NY without first getting incentive agreements first.
  • You create software that is downloaded/licensed by a company outside the USA.
  • You produce goods in the USA which are consumed/used outside the USA.

 

Call us today for a confidential, no-cost consultation to learn about a few of the tax credits you may be eligible for!

Common Misperceptions

1.

Our company is too small.

Companies of all sizes are eligible for many of DCI’s proprietary tax savings strategies. Whatever the size of your company, the benefit of having dollar-for- dollar credits go directly to your bottom line is going to be significant.

2.

“We got them all.”

Given all your activities which are taxed directly and indirectly, you are likely eligible for more than one type of tax savings. We have never where wasn’t at least one type of tax savings still available!

3.

We don’t think we qualify.

DCI has developed a strategy around the tax savings that are seldom detected or optimized by even the brightest tax departments and outside CPA firms. Tax regulations are continually changing at both the state and federal levels, so a credit you were not eligible for in the past may be one that you qualify for now.

4.

We can do this ourselves.

Your internal tax team and CPA are typically focused on compliance with the myriad of government regulations and recovering refunds and optimizing credits usually takes a back seat to that. This is not a criticism of your team, it is just a fact that most financial executives and accounting professionals are focused on preparing accurate financial statements and making sure your taxes are filed properly and on time. If you are working on a particular credit however, we are happy to only help with those credits you are not planning to handle yourself and/or are just not aware of.

5.

This is probably not a good use of our time.

DCI does all of the heavy lifting. We require a minimum amount of executive and staff time to develop a clear and accurate picture of your tax savings and develop a solution path for recovering those monies in the most time effective way. We will prepare all of the reports and document thoroughly your full share of available tax savings. There are no upfront costs so if we only get paid when you get tax savings.

What Our Clients are Saying

We used DCI's help to cut the health care premiums for our senior management by 29%
D.B. Tax partner at CA. CPA firm
DCI showed us how to cut our Blue Cross premiums and improve benefits at the same time.
J.B. Owner of L.A. logistics company
My rates dropped 44% from $1,340/mo to $750/mo on my own health insurance so now I can recommend DCI to my clients!
D.H. Wealth Manager
With DCI's strategy, our partners get better rates than the partners at competing firms.
C.W. Managing Partner in San Diego
Our companies recommend the services of DCI Solutions to Presidents and CFOs of companies desiring to optimize their operating expenses, especially in the realm of insurance. ...
George Palermo - President of Flagship Cruises and Events
The experts at DCI were able to help us see opportunities for very significant savings in tax, LTL freight, ocean freight, import duties, and other cost categories. We also ap...
Tracy Pang - Test Rite Products Corp.
40% That’s how much we reduced our freight costs by using DCI Solutions. We recommend you use DCI if you want to see where hidden savings exists in your company.  They defi...
Sharmila Patel - CRETESEAL