Engineering
$462K
122 employees, $27M revenue — in total credit recovered for one award year.
Federal & State Tax Credits • Since 2002
Intelligent tax solutions —for the work you've already done.
Fifty CPAs, tax attorneys, architects and engineers — alumni of Ernst & Young, Deloitte and Arthur Andersen — recovering the federal and state credits your business has already earned. Documented to withstand audit. Delivered with the discretion you'd expect of a senior firm.
Software
$1.0M
526 employees, $71M revenue — in total credit identified across federal + state.
Manufacturing
$166K
190 employees, $15.9M revenue — in credit unlocked from prior-year amended returns.
Representative engagements. Results vary by qualifying activity, year and jurisdiction. A complimentary preliminary assessment quantifies your firm's specific opportunity in two to three weeks.
What we recover
Eight federal and state programs.
One bench reviewing every dollar.
We don't split work across junior staff — every engagement is reviewed by a principal. Below is the toolkit; the right combination depends on your industry, footprint and growth trajectory.
01 / 08
R&D Tax Credit
Recover federal and state credit for the engineering, software and product development work you're already doing — a dollar-for-dollar reduction in tax liability.
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02 / 08
Work Opportunity Tax Credit
Earn $1,200 – $9,600 per qualifying hire across eight federal target groups — including veterans, long-term unemployed and SNAP recipients.
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03 / 08
Cost Segregation
Re-classify building components into 5- and 15-year property to accelerate depreciation and unlock present-value tax benefits on real estate you already own.
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04 / 08
Section 179D
Deduct up to $1.80 per square foot for energy-efficient commercial buildings — envelope, HVAC and lighting components each qualify separately.
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05 / 08
New Markets Tax Credit (NMTC)
39% credit over seven years on qualifying equity investments into Community Development Entities funding low-income community projects.
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06 / 08
IC-DISC
A permanent tax-rate arbitrage for U.S. exporters — manufacturers, A&E firms and resellers — structured around a tax-exempt sales-commission entity.
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07 / 08
Section 199 (DPAD)
Up to 9% deduction on qualifying domestic production income for U.S. manufacturers, film/software producers and engineering services.
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08 / 08
Other Federal & State Programs
ERC, R&D state credits, enterprise zones, energy credits and more — we look for every dollar your industry already earned.
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Why apex
Senior bench. Quiet audit defense.
A real relationship.
What you actually want from a tax advisor — the depth to find what others miss, the documentation to defend it, and the discretion of a firm that earns its next year on this year's work.
01
Experienced Professionals
A senior bench of CPAs, JDs and engineers — alumni of Ernst & Young, Deloitte and Arthur Andersen — work every engagement. The partner you meet is the partner who reviews your study.
02
Robust Audit Defense
Every credit we calculate is documented to withstand scrutiny. Our Tax Controversy team — led by a former IRS Office of Chief Counsel attorney — stands behind every filing at no extra charge.
03
Relationship Centric
We earn the right to call you back next year. Most of our clients renew on referral; we'd rather build a quiet practice of long-term partnerships than chase one-off engagements.
Industries we know
We speak your
industry's vocabulary.
R&D credits and incentives reward technical work — but only when the documentation maps onto a regulator's vocabulary. Our principal team came up through these industries before they audited them.
Manufacturing
Aerospace, automotive, electronics, food & beverage, plastics — manufacturers consistently claim the largest share of federal R&D credits.
Architecture / Engineering / Construction
Civil, structural and mechanical engineering work routinely qualifies. Design-build firms claim credit on iteration cycles that traditional accountants miss.
Software
ERP, CRM, database, game development and embedded systems — software development is the fastest-growing source of new R&D credit claims.
How an engagement runs
Two to three months —
with the first step on us.
A preliminary assessment quantifies the opportunity before you commit. If the math doesn't work, you've lost nothing but a conversation.
- 01
Complimentary preliminary assessment
We review your prior return and operations briefly to size the credit. No contract, no fee. If we see meaningful upside, we tell you. If we don't, we tell you that too.
- 02
Engagement letter & scope
Fixed scope, defined deliverables and a contingent-or-flat fee structure that aligns our incentives with yours. No surprise invoices, no time-and-materials creep.
- 03
Field work & documentation
Our engineers and tax professionals come on-site (or remote) to scope qualifying activities, interview technical staff and assemble the substantiation package.
- 04
Filing — and the audit-defense promise
We deliver a turn-key study you can file with confidence. If the credit is examined, our Tax Controversy team defends it at no additional charge.
The next step
Find out what your business is owed — on us.
One conversation. Twenty minutes. By the end, you'll know whether there's a meaningful credit on the table — and roughly how much.