Testimonials

What Others Are Saying About CTI

Our clients and partners are our greatest asset. We strive to be the best tax credit consultant.

Dennis De La Montanya, Founder & President
De La Montanya Vineyards & Winery

One of the most impressive things is that CTI got into our business to try to understand what we went through during the period of COVID and what disruptions we had. They were able to tailor the request from us to be able to get them the data they need to do their job. They are definitely a strategic partner!

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Steve Sarver, Co-owner
San Francisco Soup Company

We’ve been able to grow from 5 locations to 17 locations largely due to the cash flow savings that we’ve had and lower taxes that we’ve had to pay. No one gets better tax savings than CTI and provides better customer service.

Jeanine Vatalaro, Owner / Bookkeeper
Year-End Results

CTI has tailored their services for my clients. I have several clients that have worked with them from wineries, hospitality, restaurants, and cannabis. What laid my fears to rest in working with CTI is the personal attention you receive from the employees… you can call them, email them, they answer back!

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Adam Zachs, Director of Compliance
Vagaro

I really liked the audit protection, operating with the knowledge that CTI stands behind its work. Audit protection, personal relationships, and the ease of the step-by-step process…I could not be happier with the results.

Brian Patton, Controller
Webpass

CTI exposed a lot of value that we weren’t obtaining, in terms of building a proprietary software and not taking the credits in the years we could have been taking, and in terms of hiring employees in the cities they worked in and not taking those credits.

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Jeff Marshall, CEO & Co-founder
CrossInstall

CTI identified almost $2 million in R&D tax credits over three years. We’ve built a rapport and consistent methodology with CTI that makes for an efficient study process and credit amounts beyond our expectations.

Scott Rodrick, President
The Rodrick Management Group

I turned over one single restaurant project to CTI…to unlock not only significant tax savings, but it made me realize there were a lot of unearthed, hidden assets in my company that I have not yet triggered.

Patrick O’Brien, Esq., Managing Partner
O'Brien Law, P.C.

Our firm engaged CTI to assist with complicated tax strategies. They were professional, responsive, and the work product was excellent. I would recommend CTI to anyone needing similar services.

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Robert Seawright, President & CEO
Intermin 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…

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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…  -Robert Seawright, President & CEO

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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.