For CPA’s

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Stay Competitive with Tax Specialists on Your Side

CTI complements your consultancy with elite tax professionals and skilled incentives program management, all with the transparency you require to nurture client relationships.

Advantages of a CTI Partnership

All-Star Expert Team

All-Star Expert Team

of legal, engineering, science, accounting & finance

Proactive Management

Proactive Management

with personal engagement to secure unequaled returns

Client Retention

Client Retention

as control of the relationship remains in your hands

Methodology

Flexible Methodology

founded on a framework configurable to you and your clients’ needs

Dashboard Reporting

Dashboard Reporting

with 24×7 access to clients’ tax project data in real-time

automation

Workflow Automation

to optimize efficiencies with secure, in-house software

How to Determine if Clients Can Benefit

Annual employee hires > 750

Employee training ( > 40 trainees in a single state)

Operations in a federal, state, or local enterprise zone

Product, process, or software development or improvement

Technique, formula, or invention design or enhancement

Property acquisition/leasehold improvements > $500K

Annual military hires > 75 (US hires only)

New job creation ( > 25 jobs in a single state)

Operations expansion, consolidation, or relocation

Research & development spending > $250K

Active tax audits: income, sales, or property tax

Major capital expenditures ( > $1M in any single location)

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.