Accountants
At Zone Centrix, we love to work with accountants! After all, you rightly hold the key to our client’s heart. And we offer highly specialized expertise that is extremely valuable for your clients.
To make our relationship with you mutually beneficial, we offer various free services to you, our accountant friends. We are not accountants, so we do not compete with you. We’ll make you look good as the facilitator of new employment-based tax savings and refunds for your clients. Please, allow us to help with the following free services:
* Answer your questions about state and federal tax incentive programs
* Work with you to confidentially evaluate your clients’ eligibility for tax incentive benefits
* Provide free personalized color-glossy brochures and flyers with which you can inform your clients (customized to your firm and with your own contact information)
* Dedicate a free tax-incentives webpage with customized content for your firm
Sooner or later, a competing tax incentives specialist will approach your client independently. Then your client will turn to ask YOU why they haven't been utilizing these benefits. We have seen it happen before. Don't let your client miss out!
Find out more. Send us a message: Contact. Or call our Director of Client Services Vaughn Hromiko at (800) 655-5281, extension 101 to explore some ideas.
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!
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.
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.
Mortgage Lender Saves Hundreds of Thousands
We recently completed a retroactive tax credit analysis under the California enterprise zone program for this lender in southern Callifornia. With a pool of 30 employees to evaluate, we secured tax credits of $170,000 from 2008 and 2009 and anticipate more than $100,000 in additional tax credit to be generated by wages paid to qualifying employees in upcoming years.
