Profit isn’t just earned. It’s also recovered.
Recover Overlooked Tax Credits. Increase Adjusted EBITDA.
Tax credits are one of the few financial levers that put cash directly back into your business without increasing risk, overhead, or operational complexity because they’re based on work you’ve already done.
Traditional accounting focuses on compliance, not recovery. These tax credit opportunities are under-utilized financial levers often buried inside complex programs, require specialized knowledge, and fall outside the day-to-day scope of traditional accounting. Which means thousands to hundred’s of thousands of dollars potentially unclaimed in your business every year.
How Do Tax Credits Apply To Your Bottom Line?
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 Refund $151K
What Business Owners Are Saying
Your Business Tax Credit Options
R&D Tax Credit - IRC#41
Qualify before May 30, 2026 – learn more here.
Form 6765- https://www.irs.gov/pub/irs-pdf/f6765.pdf
The R&D Tax Credit under IRC Section 41, this is one of the most overlooked opportunities. If you’re improving processes, solving problems, testing new ideas, or making things more efficient, you’re likely already doing R&D. The value here is simple. It’s a dollar for dollar reduction in taxes or even cash back for work you’ve already paid for. No new investment required, just getting credit for what you’re already doing.
Work Opportunity Tax Credit (WOTC) - IRC#51
Form 5884- https://www.irs.gov/pub/irs-pdf/f5884.pdf
Form 8850-(certification-file with state workforce agency-not IRS form)
The Work Opportunity Tax Credit under IRC Section 51, this one rewards you for hiring. If you bring on employees from certain targeted groups, the government essentially subsidizes part of that hire. It lowers your cost of labor and improves your ROI on expanding your team.
Employer Childcare Credit - IRC#45F
Form 8882- https://www.irs.gov/pub/irs-pdf/f8882.pdf
The Employer Childcare Credit under IRC Section 45F is more strategic. If you help employees with childcare, either directly or through partnerships, you can offset a big portion of that cost. It becomes a retention and recruiting tool that also reduces your tax bill.
General Business Credit - IRC#38
Form 3800- https://www.irs.gov/pub/irs-pdf/i3800.pdf
The General Business Credit under IRC Section 38 is really the umbrella. I’d explain it as the bucket that allows you to stack multiple credits together. This is where strategy matters because most businesses don’t realize they can layer these and significantly reduce their overall tax liability.
Small Business Health Care Credit - IRC#45R
Form 8941- https://www.irs.gov/pub/irs-pdf/f8941.pdf
The Small Business Health Care Credit under IRC Section 45R, if you’re providing health insurance and meet certain thresholds, the government helps subsidize those premiums. It lowers one of your biggest expenses while still taking care of your employees.
Paid Family Leave Credit - IRC#45S
Form 8994-https://www.irs.gov/pub/irs-pdf/i8994.pdf
The Paid Family Leave Credit under IRC Section 45S rewards you for doing the right thing. If you offer paid leave, you get a credit back. It helps offset payroll costs while improving employee satisfaction.
ENERGY Business Tax Credit Options
Investment Tax Credit (ITC) - IRC #48
Form 3468 – https://www.irs.gov/pub/irs-pdf/i3468.pdf
The government is helping fund your infrastructure. If you invest in energy efficient systems or production, you can recover a significant portion of that investment through credits.
Carbon Capture -IRC #45Q
Form 8933- https://www.irs.gov/pub/irs-pdf/f8933sc.pdf
Carbon Capture under IRC Section 45Q is more niche, but for the right industries, it’s massive. You’re getting paid to reduce emissions. It turns compliance into a profit center.
Low Income Housing Credit (LIHTC) - IRC #42
Form 8586- https://www.irs.gov/pub/irs-pdf/f8586.pdf
Form 8609- https://www.irs.gov/pub/irs-pdf/f8609.pdf
Low Income Housing Credit under IRC Section 42 and New Markets Tax Credit under IRC Section 45D are more investment driven. If you’re involved in real estate or development, these credits can dramatically improve project returns by bringing in outside capital and reducing tax exposure.
Energy Efficient Homes - IRC #45L
Form 8908- https://www.irs.gov/pub/irs-pdf/f8908.pdf
Energy Efficient Homes under IRC Section 45L and Energy Efficient Improvements under IRC Section 25C are straightforward. Build or improve with efficiency in mind and you get rewarded. It lowers build costs and increases margins.
Production Tax Credit (PTC)-IRC #45
Form 8835- https://www.irs.gov/pub/irs-pdf/f8835.pdf
The Production Tax Credit under IRC Section 45, is the government helping fund your infrastructure. If you invest in production, you can recover a significant portion of that investment through credits.
Advanced Manufacturing/Clean Energy (IRA-era)-IRC #45X, #45V
Form 3468- https://www.irs.gov/pub/irs-pdf/i3468.pdf
Advanced Manufacturing and Clean Energy credits under IRC Sections 45X and 45V are some of the newer, aggressive incentives. If you’re producing domestically or in clean energy, the government is heavily subsidizing that growth.
CLEAN ENERGY Business Tax Credit Options
Residential Clean Energy - IRC #25D
Form 5695- https://www.irs.gov/pub/irs-pdf/f5695.pdf
Credits like the Electric Vehicle Credit under IRC Section 30D and Residential Clean Energy under IRC Section 25D. These are more lifestyle aligned, but still meaningful. They reduce the cost of major purchases or upgrades.
INVESTMENT / INTERNATIONAL
Business Tax Credit Options
Foreign Tax Credit - IRC #901
Form 1116- https://www.irs.gov/pub/irs-pdf/f1116.pdf
Form 1118 (for corporations)- https://www.irs.gov/pub/irs-pdf/f1118sj.pdf
Foreign Tax Credit under IRC Section 901 prevents double taxation if you’re operating internationally. It ensures you’re not paying tax twice on the same income.
FOUNDER / SHAREHOLDER / EXECUTIVE
Individual Tax Credit Options
Earned Income Tax Credit - IRC #32
Form 1040/Schedule EIC- https://www.irs.gov/pub/irs-pdf/p596.pdf
Recover Overlooked Tax Credits. Increase Adjusted EBITDA.
Average Refund Recovered $151K | No obligation.