WHY AMERICAN INCENTIVE ADVISORS
Anyone can promise a refund. Fewer can defend one.
The tax credit industry attracted a great deal of noise in recent years, and plenty of businesses were burned by firms that filed aggressively and disappeared. Here is exactly how we work, so you can judge us against that.
★ THE FOUR DIFFERENTIATORS
Four reasons clients stay with us.
None of these are exciting. All of them are why a claim survives contact with an examiner three years later.
Our team handles the analysis, the documentation and the filing coordination. Your involvement is measured in hours, not weeks — and we work around your schedule, not ours.
We play by the rules and we document like the return will be examined, because sometimes it is. Contemporaneous substantiation, defensible methodology, and a file your CPA can stand behind.
We are not here to replace your tax preparer. We handle every touchpoint with your CPA, your payroll provider and the IRS, and we hand your preparer a package they can file from.
CPAs, engineers, technologists and entrepreneurs on one team asking the right questions. If the opportunity is small, we will tell you that too — before you spend anything.
★ HOW WE COMPARE
What to ask any firm before you sign.
Including us. If a provider cannot answer these clearly, that is your answer.
Who performs the study?
Ask whether the analysis is done by qualified specialists, or by a sales team filling in a template.
Our answer
Ours is performed by CPAs and industry specialists, and the methodology is documented in the deliverable.
What happens in an audit?
Ask whether audit defense is included, and who actually handles the correspondence.
Our answer
Included in the engagement. We hold the file and answer the questions alongside your CPA.
Do you work with my CPA?
A provider that wants to cut out your existing preparer is solving their problem, not yours.
Our answer
We handle every touchpoint with your CPA and payroll provider, and hand over a package they can file from.
What do you charge, and when?
Ask when fees are triggered, and what happens if the claim is reduced or disallowed.
Our answer
The initial analysis is at no cost, and fees are set in writing before any work begins.
Will you tell me if I do not qualify?
The most useful thing an advisor says is sometimes “there is nothing here.”
Our answer
We say it regularly. A small or nonexistent opportunity is not worth your fee or our reputation.
What documentation will I receive?
A number on a page is not substantiation. Ask what the file actually contains.
Our answer
Project narratives, methodology, calculations and the workpapers your preparer needs — retained and available.
A SEAMLESS PROCESS
Four steps, and we carry most of them.
You will not be handed a portal and left to work it out. Every stage has a named person on our side and a clear next action on yours.
- 01
Free Consultation
We learn how your business operates, determine which programs you may qualify for, and tell you exactly what documentation we would need. No cost, no obligation.
- 02
Review & Analysis
Our advisors run a no-cost analysis of your records to identify every credit and deduction available to you, and to size the opportunity honestly before you commit.
- 03
Processing Your Claim
We prepare the study, the supporting documentation and the tax forms, and we coordinate directly with your CPA and payroll provider so nothing falls between the two.
- 04
Receive Your Funds
Your refund comes from the IRS directly to you. We stay on file and stand behind the work if the return is ever examined.
★ WHAT WE WILL NOT DO
The list matters as much as the capabilities.
- Promise a specific dollar figure before we have seen your records
- File a claim we could not defend under examination
- Market an incentive that has sunset as though it were still available
- Take over the relationship you already have with your CPA
- Ask you to upload sensitive documents to a system we do not control
- Charge you for an analysis that finds nothing
★ 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.