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.

ACCESS LIST OF TAX CREDITS FORMS - Click Here

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.

BOOK FREE 15-MINUTE DISCOVERY CALL NOW!

Average Refund $151K 

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

Your Business Tax Credit Options

Qualify before May 30, 2026 – learn more here.

Form 6765- https://www.irs.gov/pub/irs-pdf/f6765.pdf

Form 5884- https://www.irs.gov/pub/irs-pdf/f5884.pdf

Form 8850-(certification-file with state workforce agency-not IRS form)

Form 8882- https://www.irs.gov/pub/irs-pdf/f8882.pdf

Form 3800- https://www.irs.gov/pub/irs-pdf/i3800.pdf

Form 8941- https://www.irs.gov/pub/irs-pdf/f8941.pdf

Form 8994-https://www.irs.gov/pub/irs-pdf/i8994.pdf

ENERGY Business Tax Credit Options

Form 3468 – https://www.irs.gov/pub/irs-pdf/i3468.pdf

Form 8933- https://www.irs.gov/pub/irs-pdf/f8933sc.pdf

 

Form 8586- https://www.irs.gov/pub/irs-pdf/f8586.pdf

Form 8609- https://www.irs.gov/pub/irs-pdf/f8609.pdf

Form 8908- https://www.irs.gov/pub/irs-pdf/f8908.pdf

Form 8835- https://www.irs.gov/pub/irs-pdf/f8835.pdf

Form 3468- https://www.irs.gov/pub/irs-pdf/i3468.pdf

Form 8874- https://www.irs.gov/pub/irs-pdf/f8874.pdf

CLEAN ENERGY Business Tax Credit Options

Form 5695- https://www.irs.gov/pub/irs-pdf/f5695.pdf

Form 8936- https://www.irs.gov/pub/irs-pdf/i8936.pdf

Form 5695- https://www.irs.gov/pub/irs-pdf/f5695.pdf

INVESTMENT / INTERNATIONAL
Business Tax Credit Options

Form 1116- https://www.irs.gov/pub/irs-pdf/f1116.pdf

Form 1118 (for corporations)- https://www.irs.gov/pub/irs-pdf/f1118sj.pdf

Form 8997- https://www.irs.gov/pub/irs-pdf/f8997.pdf

FOUNDER / SHAREHOLDER / EXECUTIVE
Individual Tax Credit Options

Form 1040/Schedule 8812- https://www.irs.gov/pub/irs-pdf/f1040s8.pdf

Form 2441- https://www.irs.gov/pub/irs-pdf/i2441.pdf

Form 8839- https://www.irs.gov/pub/irs-pdf/i8839.pdf

Form 1040/Schedule EIC- https://www.irs.gov/pub/irs-pdf/p596.pdf

Form 8863- https://www.irs.gov/pub/irs-pdf/f8863.pdf

Recover Overlooked Tax Credits. Increase Adjusted EBITDA.

BOOK FREE 15-MINUTE DISCOVERY CALL NOW!

Average Refund Recovered $151K | No obligation. 

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