Unmatched Value Founded on Trust and Transparency

Agile,Software,Development,Or,Project,Management,Using,Kanban,Or,Scrum
Our Approach

How CTI Does It

At CTI, we do the work for you. We provide tax strategies for business owners that allow for securing greater tax credits with expert know-how, proven project methodology, and unparalleled personalized service.

How CTI Maximizes Tax Savings

1. Educate

We educate executives and key stakeholders about tax incentives to gain buy-in, support from teams, and access to documentation to maximize your savings and reduce tax liability for your business.

2. Set Goals

We target incentives that align holistically with your business objectives, identifying all the federal, state, and local programs from which you can reap rewards.

3. Identify

We uncover all factors that can lead to savings, like research activities, employment practices, and real estate assets whose depreciation life can be reduced.

4. Manage

We have proven processes supported by in-house automation, structured workflows, and dashboards that promote communication and transparency.

5. Review

Backed by robust project management reporting, we’ll suggest process improvements to further maximize future results and minimize administrative burden.

6. Defend

In the unlikely event that your claim comes under agency scrutiny, we will stand by you and defend our deliverables as part of our standard service.

What to Expect With CTI

Online,Survey,Filling,Out,And,Digital,Form,Checklist,By,Laptop

Proactive
Management

CTI partners you with a success manager, an experienced professional who understands your business and industry, and will provide direct personalized service. Also, you can expect proactive personal engagement to review performance reports, quickly address ‘red flags,’ and make recommendations critical to the success of your program.

Close-up,Of,Male,And,Female,Businesspeople,In,Meeting,Discussing,Graphs

Dashboard
Reporting

Transparency is honesty. Providing quality service means keeping you informed. That is why as part of your program, you will have 24×7 access to our Client Portal, where you can view the status of your projects, securely transfer documents, examine performance metrics, and review reports.

Close,Up,Of,Businesswoman,Accountant,Or,Financial,Expert,Coins,Double

Specialized In-House Technology

An incentives program should never be burdensome on your time and resources. To minimize disruptions and optimize efficiencies, we’ve developed tools to use time wisely. With a secure, in-house IT platform built for structured project delivery workflow and system integrations (HR, payroll, etc.), CTI streamlines processes with more comprehensive results.

What Our Clients Are Saying About Us

Interim Healthcare logo
Robert Seawright, President & CEO of Interim Healthcare

We have been pleasantly surprised at the substantial dollar-for-dollar credits that CTI has captured. There is no effort on our part, we just reap the benefits. It is so easy and simple a process with CTI. It’s a no-brainer…

The expertise you need to properly leverage lucrative tax credits and incentives.

Reach out to a tax consultant to learn how CTI powers your business for success.