Corporate Tax Incentives

What Corporate Tax Incentives does

Corporate Tax Incentives (CTI), legally CTI III, LLC, is a US-based specialty tax consultancy founded in 2001 that identifies, captures, and defends federal and state tax credits and incentives on behalf of business clients. The firm operates across four core incentive categories: employment incentives (Work Opportunity Tax Credit, state hiring incentives, Employee Retention Credit), R&D tax credits (including the payroll tax offset for qualified small businesses), property incentives (Cost Segregation, 179D, 45L, Investment Tax Credit), and ancillary services such as ERC audit support, IRA Prevailing Wage and Apprenticeship compliance, and tax controversy representation. CTI serves 16 industries, including Agriculture, Architecture, Construction, Engineering, Manufacturing, Healthcare, Hospitality, Oil & Gas, Pharmaceuticals, Restaurants, Retail, Software, Staffing, and Wineries, with horizontal coverage of CPA firms that white-label CTI's services to their own clients.

The firm delivers services through a proprietary in-house IT platform with HRIS and payroll integrations and a 24x7 Client Portal that provides project status, document transfer, performance metrics, and reports. It maintains SOC 2 Type 2 and ISO 27001 certifications and is led by three Principals (Taz Singh, CPA; Darren Labrie, CPA, MST; Frank Liang) plus 13 named Area Leaders covering functional disciplines. Distribution is multi-channel: direct enterprise field sales, CPA firm partnerships, and a growing ecosystem of technology integrations with UKG, Paylocity, Crelate, JobDiva, Essium Labs, COATS, Madison Resources, PayNW, and Aqore. The firm operates as a privately held, founder-led professional services business with no external funding disclosed.

Name

Corporate Tax Incentives

Legal name

CTI III, LLC

Website

https://ctillc.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

51–100 employees

Short description

Corporate Tax Incentives is a US-based specialty tax consultancy founded in 2001 that identifies, captures, and defends federal and state tax credits and incentives for businesses across 16 industries, including WOTC, R&D credits, and property incentives.

Ownership category

akta.pro rank

Product category

Tax Consulting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Benefits Administration (BPACAPAC)

Keywords

• Tax credit consulting
• R&D tax credits
• Work opportunity tax credit
• Cost segregation studies
• Tax incentive advisory

Headquarters

HQ city

Rancho Cordova

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Tax Incentive Consulting Services: Professional consulting services helping businesses identify, capture, and claim tax credits and incentives including R&D Tax Credits, WOTC, Property Incentives (179D, 45L, Cost Segregation, ITC), and Employee Retention Credits. Services include incentives review, CPA firm support, tax controversy, and ERC audit support.
2. CPA Firm Partnership Services: Complementary tax incentive services for CPA firms, providing elite tax professionals and skilled incentives program management with full transparency to nurture client relationships

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Corporate Tax Incentives (CTI) is a specialty tax consultancy that helps businesses identify, capture, and claim federal and state tax credits and incentives, including R&D Tax Credits, the Work Opportunity Tax Credit (WOTC), property incentives (179D, 45L, Cost Segregation, Investment Tax Credit), and the Employee Retention Credit (ERC). The firm delivers end-to-end incentives studies, CPA firm partnership support, tax controversy representation, ERC audit defense, and IRA Prevailing Wage & Apprenticeship compliance, executed through a proprietary in-house automation platform and a 24x7 client portal.

Product overview

Corporate Tax Incentives (CTI) is a specialty tax consultancy providing a comprehensive suite of tax incentive programs and services. The core offering includes federal employment incentives (WOTC, ERC), R&D tax credits (including payroll tax offset), and property incentives (Cost Segregation, 179D, 45L, Investment Tax Credit). Services are delivered through proprietary in-house automation technology and a 24x7 Client Portal. CTI also offers specialized services including ERC Audit Support, Tax Controversy representation, IRA Prevailing Wage & Apprenticeship compliance, and CPA Firm Support. The company serves 16 industries including Agriculture, Architecture, Construction, Engineering, Manufacturing, Healthcare, Hospitality, Oil & Gas, Pharmaceuticals, Restaurants, Retail, Software, Staffing, and Wineries.

Differentiator

Problem solved

Functional benefit

Products and services

• Work Opportunity Tax Credit (WOTC) Federal tax credit program helping employers offset payroll taxes by hiring individuals from target groups who face employment barriers. CTI screens hires and manages certification to capture credits ranging from $1,200 to $9,600 per qualified new hire.
• R&D Tax Credits Federal and state tax credit consulting rewarding businesses for qualified research activities; federal credit equals 20% of qualified research expenses, with state rates typically ranging from 3% to 15%. CTI prepares the R&D study, supporting documentation, and forms 6765.
• R&D Payroll Tax Offset Advisory and filing service for qualified small businesses (under $5 million in gross receipts) to apply R&D credits against employer-paid payroll taxes, up to $500,000 per year and $2.5 million over five years.
• Cost Segregation Accelerated depreciation study that reclassifies real estate asset components into shorter-life property to maximize depreciation deductions and increase cash flow for commercial property owners and investors.
• 179D Tax Deduction Federal tax deduction consulting for commercial building owners, architects, engineers, and contractors who design energy-efficient commercial buildings or retrofits, providing up to $5.36 per square foot.
• 45L Energy Tax Credits Tax credit consulting for developers and builders of energy-efficient residential properties; credits of up to $5,000 per dwelling for single-family homes (DOE Zero Energy Ready Home), $2,500 for manufactured homes, and up to $5,000 per unit for multifamily homes.
• Investment Tax Credit (Section 48) Tax credit consulting for taxpayers investing in renewable energy projects that generate electric power, including solar, geothermal, fuel cell, and wind energy systems. Base credit of 6% can increase to 30-50% by meeting prevailing wage and apprentice requirements.
• State Hiring Incentives State-level Point-of-Hire employment tax credit services using criteria similar to federal WOTC, providing credits ranging from hundreds to $20,000 per qualifying employee depending on the state.
• Employee Retention Credit (ERC) Refundable payroll tax credit consulting for businesses impacted by COVID-19 with suspended operations or with gross receipts declining more than 50% in 2020 or 20% in 2021 compared to 2019.
• ERC Audit Support Audit defense and representation services for companies facing IRS review of Employee Retention Credit claims, including documentation review, compliance analysis, and audit representation.
• IRA PW&A Compliance Prevailing Wage and Apprenticeship compliance services under the Inflation Reduction Act of 2022, helping taxpayers meet requirements to qualify for increased tax credit and deduction amounts (up to 5x) for clean energy incentives.
• Tax Controversy Services Business tax controversy navigation and IRS representation services, including negotiations, appeals, and legal procedures for resolving tax disputes.
• CPA Firm Support Services Partnership services for CPA firms and accountants, providing specialized tax incentive expertise to complement their consultancy with transparent project management, reporting, and skilled incentives program management.
• Incentives Review Comprehensive discovery and feasibility service that evaluates a business's operations against available federal, state, and local tax incentive programs to identify qualifying credits and estimated benefit amounts.

Quantifiable outcome

• CTI identified almost $2 million in R&D tax credits over three years for CrossInstall
• +6 more outcomes

Named customers7 records

Segments17 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• UKGcoreTechnology or Integration · 13 August 2025CTI entered into a strategic technology partnership with UKG. CTI's MyTaxCreditPro app is available on the UKG Marketplace, providing workforce management customers access to CTI's WOTC screening and tax credit services.
• Madison ResourcesminorChannel Partner/ Reseller/ DistributorStaffing resources partner that works with CTI to provide tax incentive services to their clients.
• PayNWminorChannel Partner/ Reseller/ DistributorPayroll services partner referring clients to CTI for tax incentive services.

Scale indicators3 records

Recent moves11 records

Expansion highlights10 records

Broad incumbents

• Withum: Mid-tier advisory and accounting firm with a dedicated R&D tax credit practice serving technology, life sciences, and manufacturing clients — overlapping CTI's strongest verticals.
• RSM US: Mid-market-focused accounting firm with an active tax incentives practice spanning R&D credits, WOTC, and cost segregation. Directly overlaps CTI's enterprise and CPA-partner channels.
• Moss Adams: West Coast-headquartered accounting and advisory firm with tax credit services for construction, manufacturing, and technology clients. Comparable vertical mix and CPA-firm channel.
• KPMG (US Tax practice): Big 4 firm with a tax incentives and credits practice covering R&D, employment, and energy credits for large enterprises. Represents the high end of the competitive set against which CTI's boutique positioning must differentiate.
• Cherry Bekaert: Mid-tier accounting firm with a dedicated tax incentives practice covering R&D credits, cost segregation, and energy incentives for middle-market enterprises.
• BDO USA: Top-10 US accounting firm with a dedicated R&D tax credit and incentives practice serving middle-market and enterprise clients. Competes for the same R&D, cost segregation, and energy credit engagements at greater scale.

Direct peers

• Alliant Group: Largest US specialty tax credit and incentives consultancy, offering R&D credits, cost segregation, WOTC, and energy incentives across multiple verticals. Most direct head-to-head competitor to CTI's service portfolio.
• Source Alliance: Tax credit and incentives consulting firm serving similar verticals (manufacturing, software, engineering) with R&D, employment, and property credit studies. Directly comparable boutique peer.
• Tri-Merit: Specialty tax credit consultancy focused on R&D credits, WOTC, cost segregation, and 179D for mid-market and enterprise clients. Overlapping service mix and vertical segmentation make it a close peer.

Emerging players

• Incentify: Tech-enabled R&D tax credit automation platform that compresses study time versus traditional consultancies. Represents the software-driven disruption risk to CTI's manual study delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cti_llc
• Facebookfacebook.com/CorporateTaxIncentives

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corporate Tax Incentives