Our Giving Values
Giving Honestly. We believe in absolute honesty and integrity in our business and in our personal lives. We treat our clients with respect, give them the truth as we understand it, and expect the same in return.
Giving Back. We give back to the community through charitable contributions of time and money to worthy organizations. We donate a portion of the profits from every project to worthy charities dedicated to the development of youth, serving the victims of natural disasters, and helping distressed and suffering people around the world.
Giving First. Giving first means giving real value without expecting an immediate financial return. We believe in helping where help is needed. We step to the forefront to provide useful information to our friends, associates and communities.
Giving Last. Our services are unique because they translate directly into tax benefits for our clients. As a result, their financial value is easy to measure. Giving last means that our clients always profit more from our services than we do. It’s like giving our clients the last laugh, but much better.
Small Chain - Big Tax Refund
One of our very first Taco Bell clients, this regional group of restaurants enjoyed two locations within a California Enterprise Zone. They were located within this zone for years before one of our representatives stopped in to talk about the benefits they were missing.
Within a few months, we completed a full retroactive tax credit analysis covering the prior four tax years. Soon after that, the owner of this group received four large tax refund checks totaling more than $100,000!
Small Machine Shop Receives Hefty Bonus
A small two-man machine shop was experiencing difficult times in Marysville, California. They didn't know they were located within a California enterprise zone. With a little help from Zone Centrix, this sole propriety secured a $19,000 tax refund that was completely unexpected -- taxes he had overpaid during the past few years while unaware that his businesses was already qualified.
Quick Serve Chain
With 650 to 700 new hires annually, this highly respected restaurant group generated more than $630,000 in CA state tax credits for 2008. On the federal side, it also generated another $165,000 in combined Work Opportunity Tax Credits (WOTC) and Empowerment Zone Wage credits.
We have been very happy with the results of Zone Centrix' tax credit services. One year, they documented federal employment-based tax credits for us averaging almost $170 per new employee!
