What do you have to lose? Well, potentially millions of dollars in overpaid taxes or unclaimed refunds. Talk with your trusted Smarttax advisor today about a free, no obligation, initial assessment. Your bottom-line will thank you.

Tax Incentives Made Simple
Our Specialists find Tax Strategies Worth $$$

In today's world of business accounting, your CPA may not have the time or the expertise to dig-deep for tax breaks, energy savings and hiring incentives. So they turn to Smarttax for help – and so should you.

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Smarttax uses contracted professional services to provide Smarttax clients with the latest in tax and expense strategies. So far in 2020, Smarttax professional services have saved clients over $8 million in taxes – with some of that savings coming back to the client in direct cash. It's like a payday for the business owner!

So what are you missing? What taxes can you reduce?

Using our simple tax-savings report, Smarttax can help you with a quick, initial assessment to determine if you company has potential untapped savings. Even if you are working with a CPA on tax strategies, you can use Smarttax as a "second opinion."

Smarttax takes a small percentage of the tax savings in payment for handling the services if we find you a savings or refund. And through

our trusted partners, there is an audit guarantee and a "no payment" guarantee if we do not find a refund or savings for you.

Who Qualifies?

  • Cost Segregation: Any Commercial Property owner that bought, built or remodeled in the last 20 years for $500,000 or more.

  • R&D Tax Credit: Any Manufacturer, AEC, or Software Developer with at least $500,000 per year in Annual Payroll.

  • Property Tax: Any Commercial Property owner paying at least $50,000 per year in Property Tax.

  • Smartflex: Any plan enrolled in Smartflex qualifies for $1,101 in FICA savings per enrolled employee per year.

Qualified Industries

Savings Calculator

Local, State & Federal

Tax Credits

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COST SEGREGATION

Our Cost Segregation service if one of three flagship services making up our Specialized Incentives.

 

Cost Segregation is an engineering based study that permits commercial real estate owners to reclassify real property for depreciation purposes. This reclassification results in significant cash flow benefits in both present and future years through considerably shorter depreciable tax life and accelerated depreciation methods.

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PROPERTY TAX MITIGATION

After income taxes, property taxes are the single largest recurring charge for commercial property owners. In most states, owners are required to pay taxes on both their real estate and personal property. These charges are often an immense expense and a constant hit to their bottom line. To be ensured clients are not being overcharged, we use an industry specialist with extensive market experience in valuation, tax and law to perform their Property Tax Mitigation.

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R&D Tax Credits

Smarttax utilizes a team of highly qualified professionals, including IP attorneys with engineering backgrounds, and adhere to the Comprehensive Project by Project Approach methodology as required by the IRS. By following this methodology, we qualify every applicable employee, activity, hour spent and corresponding wage paid in order to maximize the incentive for our client. We strictly adhere to the applicable sections of the code and provide first-in-class documentation to substantiate our findings.

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EXPENSE REDUCTION

Smarttax has partnered with GMG to provide clients with an annual or ongoing monthly audit of key expense items. By working directly with your current vendors, GMG will review your major expenses and provide reporting back to you on errors, overcharges, and other costs that can be credited to your account. It’s like having your CPA audit your major expense items, without the CPA fee!

"Over 15 billion square feet of commercial property has been built in the last ten years.

Yet less than 7% of new construction has applied for a federal cost-saving analysis."

– Jason Ziccarelli, GMG Savings

©2020 Smarter Benefits Inc. All Rights Reserved.

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CONTACT US

DIRECTORY

Headquartered in Houston, Texas.

Partnering across the U.S. through independent insurance agents.

Main Office Mailing:

1302 Waugh Dr. #644, Houston TX 77019

Office Phone:​ (281) 407-5656

Contact@SmarterBenefits.com

Office Hours: Monday-Thursday, 8 AM-4:30 PM CST

Friday, 8 AM-Noon CST

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