ABOUT AMERICAN INCENTIVE ADVISORS
Maximizing your tax credits is our specialty.
Our team of specialists has the knowledge and the experience when it comes to tax credits, and has helped thousands of companies claim the money they had already earned.
★ WHY WE EXIST
Get money back into growing companies so they can innovate and hire.
That is the mission, stated plainly. Every incentive we work with was written into the tax code deliberately, to encourage exactly the things small businesses do: build things, improve things, invest in property, employ people. The money is not a loophole. It is the point.
What stops most businesses claiming it is not eligibility — it is that the substantiation requires engineers, CPAs and documentation discipline that a forty-person company has no reason to keep in-house. We remove those barriers by tailoring the work around your business rather than handing you a portal and a deadline.
$3B+
IN CREDITS RECOVERED
2018
SERVING BUSINESSES SINCE
50
STATES SERVED
1,000s
COMPANIES, CPAS & PARTNERS
★ WHAT MAKES AIA STAND OUT
Helping innovative companies claim their tax credits.
We work with founders, established companies, CPAs and referral partners. The engagement looks the same each time: evaluate the opportunity honestly, build a personalized plan, document it properly, and monetize it in full compliance.
Ease of use
A streamlined process supported by technology, moving at your pace, with a dedicated representative who knows your file.
What that means
We do the heavy lifting. Your team's time in a typical engagement is measured in hours, not weeks.
Maximum credit
A team of CPAs, technology veterans and entrepreneurs who know which questions produce the biggest defensible benefit.
What that means
Sizing the opportunity honestly cuts both ways — if it is small, you will hear that before you spend anything.
No shortcuts
We play by the rules, keep proper documentation, and partner with your tax preparer and payroll company rather than working around them.
What that means
Every file is built as though it will be examined, because occasionally one is. Audit defense is included.
★ NATIONWIDE COVERAGE
Maximizing and recovering tax credits in all 50 states.
American Incentive Advisors has secured over three billion dollars in tax credits for small businesses since 2018. Wherever your business operates — one location or forty — the federal programs are the same, and we know how the state layers stack on top of them.
- $3B+
- Recovered since 2018
- 50
- States served
- 1,000s
- Businesses, CPAs & partners
★ THE PEOPLE BEHIND THE WORK
A team you can actually get on the phone.
You will be assigned a named representative at kickoff, and they stay with your engagement from the first conversation to the filing.
Ashley Turner
CPA & Client Tax Matters
Bio coming soon
Bobby Powell
Enrolled Agent & Senior Accountant
Bio coming soon
Emilie Lewis
Executive Assistant & Client Tax Manager
Bio coming soon
Theresa Rodgers
Accounting Assistant
Bio coming soon
★ CONTRACTED PROFESSIONALS
The specialists who do the technical work.
Engineers, CPAs, enrolled agents and accountants engaged on client work. This bench is why an engineering-based study or a research credit file holds up under examination.
Dinesh Neelay
Engineer
Eugene Halford
Engineer
Kevin Dunham
CPA
Ronald Fassett
CPA
Ben Podraza
CPA
Greg Rawlings
CPA
Raymond Gibson
Enrolled Agent
Laura Simon
Accountant
Michelle Engle
Client Tax Manager
★ HOW YOU GET PAID
The refund comes from the IRS, directly to you.
Credits are not a loan. There is nothing to repay and no lender involved. Where a claim produces a refund, the IRS issues it to your business — we are never in the middle of your money.
★ NO COST, NO OBLIGATION
Ready to find out what you are owed?
A consultation costs nothing and takes about twenty minutes. If there is nothing there, we will tell you that plainly.