We were founded with one mission in mind: helping CPA's and their clients in Georgia maximize the benefit of the Georgia Retraining Tax Credit by charging the lowest price in the industry while maintaining a robust process designed to optimize the benefit of this niche state incentive.
Keep more of the money you've earned with us as your Georgia Retraining Tax Credit partner.
Our goal is simple: optimize the total credit amount, all while charging the smallest fee in the industry, so you get the most out of this state credit.
We understand that most CPA firms are overwhelmed with their day-to-day workload and often lack the capacity to scope and capture this tax credit for all of their clients every year. That's where we step in - providing the expertise, efficiency, and relief needed to help CPA's and their clients maximize this benefit with minimal effort.
Max benefit is $1,250 per eligible employee each year
Available for any business operating in Georgia and paying Georgia income taxes
Can offset up to 50% of Georgia tax liability
Pass-through entities can utilize this tax credit
Can be carried forward for up to 5 years (10 years for tax years prior to 1/1/2025)
Amendments are allowed for up to 12 months after the original filing. This enables companies to benefit from a prior year's eligible business activities.
Switching from one software to a different software
Moving from manual processes to software
Upgrading to a newer version of the same software
Adding more features or modules to an existing software
Purchasing new equipment for your employees to use
ERP: SAP, Oracle, Microsoft Dynamics, NetSuite, Odoo, Infor, Epicor, Acumatica
CRM: HubSpot, Salesforce, Zendesk, Monday, ZenDesk, Creatio, Pipedrive
Sales Execution: Salesloft, Outreach, Groove, Gong.io, LinkedIn Sales Navigator
HRIS/Payroll: Workday, ADP, Paychex, Paylocity, Paycor, NetChex
Document Mgmt: Zoho, Capterra, Sharepoint, Confluence, ClickUp, Monday
Electronic Medical Record Systems: Cerner, Epic, Athenahealth, eClinicalWorks
Business Management Systems: Deltek Vision, SAGE, Aderant, Epic
Point of Sale: Square, Toast, Finix, Clover, Merchant One
Warehouse/Inventory Management: Fishbowl, Netsuite, WareiQ, Infor, Oracle, SAP, Cin7, Zoho, inFlow
Car Dealer Management: Dealertrack, Reynolds & Reynolds, CDK Global, DealerCenter, Activator
In-house/Proprietary Software
Specialized Software: CAD, Project mgmt, Accounting, Case Mgmt, time & material tracking, marketing, and MUCH MORE!
PLEASE NOTE: THIS LIST IS NOT A COMPREHENSIVE LIST OF QUALIFYING SOFTWARE
Medical Equipment: X-rays, EKG machines, MRI machines, Scanners
Manufacturing Equipment: Injection molding, permeation testing, cutting machines, CNC, packaging, robots, stamping presses, textile extruders, Trim break
Restaurant Equipment: Fryers, Ovens, POS Equipment, tablets
Car Dealerships: New model year vehicles, wheel balancer, rotary lift, new tools for EV’s
MUCH MORE
PLEASE NOTE: THIS LIST IS NOT A COMPREHENSIVE LIST OF QUALIFYING EQUIPMENT/MACHINERY
New Hire Training
Microsoft Office: Word, Excel, PPT
New laptop or desktop computers
Soft skill training like team building, sales training, optional certification training, & executive training,
OSHA/DOT/EPA mandated training