ProfitMax & Associates
about us
Led by Stacey Doege, ProfitMax takes a hands-on, strategic approach to identifying tax credit opportunities most businesses overlook, supported by trusted alliances who provide the infrastructure and technical execution required to ensure tax credits and strategies are properly captured and delivered.
Strategy
ProfitMax, led by Stacey Doege, identifies tax credit opportunities most businesses never uncover.
Infrastructure
Built on proven systems and infrastructure to ensure accuracy, compliance, and scale.
execution
Delivered through a team of execution specialists to ensure every strategy is properly documented and processed.
Real Results for Businesses Like Yours
$ 0 M+
Tax Credits
Refunded
0
Businesses
Worked With
$ 0 k
Typical refund
Issued
0
Minutes
To Qualify
What Business Owners Are Saying
"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