ATTN: BUSINESS OWNERS, FOUNDERS, & EXECUTIVES

Most Businesses Miss $30K–$350K+ in Tax Credits

At ProfitMax We Find Overlooked Tax Credits and Help You Claim Tax Credits Already Earned

Not tax preparation. Not accounting.
This is strategic TAX CREDIT RECOVERY.

Book Your FREE 15-Minute Tax Credit Discovery Call
Do You Qualify for $30K+ Refund?

No cost. No obligation. No need to switch accountants.

$ 0 M+

Tax Credits

Refunded

0

Businesses

Worked With

$ 0 k

Typical refund

Issued

0

Minutes

To Qualify

Why Tax Credit Options Are So Valuable
To The Profitability Of A Business

Profit isn’t just earned. It’s also recovered.

Tax credits are one of the few financial levers that put cash directly back into your business without increasing risk, overhead, or operational complexity. They are not deductions or deferrals, they are dollar-for-dollar reductions in tax liability and, in many cases, direct refunds. That means more working capital, stronger cash flow, and greater flexibility to reinvest in growth. The impact can be significant.

Increase Liquidity

Tax credits are not deductions, they reduce your tax bill dollar for dollar. That means real money back into your business.

Refunds

Many credits are refundable or can be claimed retroactively. Which means you are not just reducing future taxes. You could potentially be recovering cash from past years.

Reward Efforts
Already Taken

Hiring employees. Investing in technology. Improving processes. Expanding operations. These are activities you are already paying for. Tax credits simply make sure you are not overpaying the IRS government.

No Debt, Equity, or
Capital Risk

There is no loan to repay. No investor to answer to. No ownership to give up. This is capital your business keeps.

Stack and Compound

Federal credits. State credits. Industry specific incentives. Many businesses qualify for multiple programs at the same time but never claim them together.

Competitive Advantage

Two companies can operate the same way. One claims tax credits and one does not. One has more cash, more flexibility, more ability to reinvest and scale.

Average Claim Refund is $151K  No cost. No obligation. No need to switch accountants.

Your Accountant Files Your Taxes. We Recover Missed Tax Credits.

Trusted by companies who discovered $30K–$350K+ in overlooked refunds.

Don’t Miss Your R&D Tax Refund — Time Is Running Out

Days
Hours
Minutes
Seconds

The page you were looking for does not exist

Claim Your R&D Tax Credit Before May 30, 2026
See If You Qualify for a Refund

No cost. No obligation. No need to switch accountants.

Are Tax Credits Right for Your Business?

Tax Credits are not a strategy for every business.
We typically work with businesses who have 5 or more employee’s and generating $1Million or more in Gross Revenue.

WHO THIS IS FOR

If you’re actively building and reinvesting in your business, there’s a strong likelihood you qualify.

WHO THIS IS NOT FOR 

This is a strategic process, not a quick fix or generic tax service.

How Your TAX CREDIT CALL Works

A simple process to uncover and claim tax credits and strategies your business may be missing.

IDENTIFY

Most businesses qualify without realizing it.

We uncover overlooked tax credits in your business activities.

ESTIMATE

Clear numbers.
No guesswork.


We calculate what you may be eligible to claim and outline your potential refund.

CLAIM

No need to change accountant.

We guide you to claim your refunds with minimal disruption.

No cost to access. No obligation to proceed.

Average Claim Refund is $151K

We Are Not A CPA Firm.

We Work Alongside Your Accountant, Not In Place of Them. No Matter the Industry. Proven by Results.

The Work You’re Already Doing May Qualify for Tax Credits

"We’ve always been focused on improving our operations including updating systems, refining workflows, and investing in better processes, but we had no idea that work could qualify for R&D tax credits. ProfitMax helped us uncover over $57,000 in credits tied to things we were already doing. They made the process straightforward, worked alongside our existing advisors, and brought clarity to something we didn’t even know to look for. It completely changed how we think about the work happening inside our business."
Real Estate / Property Management
"In construction, you’re constantly on your toes solving problems such as materials, site conditions, process consistency but we did not even think of that as ‘R&D.’ ProfitMax helped us uncover nearly $270,000 in tax credits across our asphalt and excavation operations. They connected the dots between the work we were already doing and what actually qualifies. It freed up capital, improved how we document our work, and gave us a completely different perspective on our operations."
Construction / Asphalt & Excavation
“We run a fast-moving logistics operation with a lot of complexity behind the scenes; fleet coordination, real-time communication, and system reliability. What stood out with ProfitMax is they understood that complexity and identified over $275,000 in R&D tax credits tied directly to how we operate. This wasn’t about changing anything—we were already doing the work. They just knew how to find it, document it, and turn it into real cash flow."
Transportation & Logistics
"As a dental lab, we’re constantly refining our processes: materials, digital workflows, precision outcomes, we had never viewed these as qualifying for tax credits. ProfitMax identified over $133,000 in R&D credits tied to our day-to-day work. They understood both the technical side and how to translate it into something actionable. It wasn’t disruptive, it wasn’t complicated—it was just value we didn’t realize we had."
Dental Lab / Healthcare
"We were constantly building and refining internal systems of automation, integrations, compliance workflows. ProfitMax identified over $132,000 in credits tied directly to what we were already doing. They understood the technical side of our business and translated it into something actionable without slowing us down. It wasn’t about changing our operations—it was about recognizing the value already inside them."
Technology / IT Consulting
"In farming, you're always testing, adjusting, and improving not just equipment, but soil conditions, crop performance and until Stacey, we'd never thought of it as R&D. ProfitMax uncovered over $74,000 in tax credits tied to how we operate day-to-day. From precision equipment to data-driven decisions, they were able to connect the work we’re already doing to real financial value. It was straightforward, and it opened our eyes to opportunities we didn’t even know existed."
Agriculture / Farm Operations
"Running a high-volume kitchen means constant trial and refinement—recipes, processes, workflow, th elist is endless...but we never thought that qualified for tax credits. ProfitMax identified over $68,000 in R&D credits tied to improving consistency, scaling production, and optimizing our kitchen operations. Every restaurant owners needs to talk to Porfitmax. They didn’t disrupt anything, we only had a conversation. We just kept running the business while they uncovered value we were already creating."
Restaurant / Food Service

ProfitMax’s Role Is Simple

To help you find and claim what your business already qualifies for without disrupting your current setup.

I’m Stacey Doege,  founder of ProfitMax, for 18 years, I have been specializing in identifying and helping businesses strategize and claim tax credits that are often missed in traditional accounting processes. Most accountants focus on compliance. I focus on uncovering refunds.

Our work isn’t about replacing what you have, it’s about revealing what’s been overlooked.

If there’s money your business is entitled to, ProfitMax will help you find it.

Stacey Doege ProfitMax

Contact Us

FIll out the form below and we will cantact you as soon as possible.

FAQ

ProfitMax works with small to mid-sized businesses across a broad set of industries including construction, manufacturing, agriculture, healthcare, hospitality, and service-based companies.  

Typically, businesses with 5+ employees with over $1M in annual revenue, operational complexity, or process improvements see the greatest benefit.

No, claiming tax credits you’re legally entitled to does not increase audit risk when done properly. The key is documentation and methodology.  

ProfitMax has a long standing track record of years of experience handling compliance and defensibility.

Waiting too long to initiate a tax credit discovery review or assuming they don’t qualify, which results in missed deadlines and permanently lost money. 

In most cases, no. Tax credits are not based on your industry, they are based on what your business is actually doing. The IRS does not reward industries, it rewards behaviors. That means businesses in completely different industries can qualify for the same credits if they are performing similar types of activities such as improving processes, investing in growth, or developing new ways of operating.

The challenge is most business owners don’t realize what qualifies because it is not always obvious from the outside. The best way to determine if you are eligible is through a focused review of your operations. That is exactly what our 15 minute discovery call is designed to do. We look at what you are already doing, identify potential opportunities, and help you understand if there is capital you may be leaving on the table.

We are not a CPA firm, and we don’t replace your accountant. Most CPAs are focused on tax filing, compliance, and keeping your business in good standing.

Our role is different.

We specialize in identifying advanced tax credit opportunities and strategic incentives that are often overlooked not because of negligence, but because they fall outside the typical scope and time constraints of traditional tax work.

We work alongside your existing CPA to help ensure nothing is missed.

No., ProfitMax works alongside your CPA, CFO or controller to provide detailed documentation they can use to file or amend returns on your behalf.

We help business owners identify, calculate, and recover overlooked tax credits and incentives within the IRS tax code without disrupting your current CPA relationship.

Scroll to Top