Industry Software
Number of Employees 100 Employees
Revenue Estimated $25M Annually
Service R&D Tax Credits
CA Enterprise Zone Tax Credits

BENEFIT AMOUNT

Years R&D – Federal R&D – State EZ Credit
2011 $37,131 $13,698 $75,865
2012 $36,719 $20,950 $36,604
2013 $23,999 $13,497 $35,231
2014 $61,200 $21,594 $17,485
Total $159,049 $69,739 $165,185
Grand Total $393,973

BACKGROUND

  • Full Service IT Consultant for Fortune 1000
  • Developed an information management system that provided real-time performance analysis for banks.
  • This company was recently sold which allowed the owners to use all their accumulated tax credits to minimize the tax burden from the sale of the business.