Quartermaster Tax Management
Quartermaster Tax Management is a privately held Charlotte, NC-based tax advisory firm that helps U.S. SMBs recover R&D tax credits, implement Cornerstone Tax Certificates for 20-25% tax reduction, and access transferable tax credits through consultative, sales-led engagements.
- Company typePrivate
- Founded2004
- HeadquartersConcord, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Quartermaster Tax Management does
Quartermaster Tax Management is a privately held tax advisory firm founded in 2004 and headquartered in Charlotte, North Carolina, specializing in identifying and recovering tax credits and deductions that generalist CPAs typically overlook. Its core offerings include R&D Tax Credit identification with a three-year retroactive recovery window, Cornerstone Tax Certificates (CTCs) delivering a guaranteed 20-25% reduction in federal and state income tax for business owners with $100,000+ tax liability, year-round proactive tax planning, and access to secondary-market Transferable Credits. The firm positions itself as complementary to — not competitive with — clients' existing CPA relationships.
The firm's go-to-market is consultative and sales-led, driven by free 30-minute discovery calls and supported by an inbound content engine consisting of an active blog, the "Love America, Hate Taxes" podcast, and social media presence across Facebook, YouTube, Twitter, and LinkedIn. Target customers are U.S. SMBs with annual payroll exceeding $1 million and at least three employees, with particular depth in chiropractic, dental, and broader medical/healthcare practices, alongside newer expansion into manufacturing, software/SaaS, engineering, and specialty contracting verticals. Since 2021, the firm states it has recovered over $50-60 million in tax overpayments across thousands of client engagements, with individual outcomes frequently exceeding six figures.
The firm operates without external funding or technology products, relying on the 30+ year tax reduction expertise of Managing Partner Don Rasmussen (Certified Tax Coach) and a 15+ person team including specialized roles such as a Chiropractic SME, Tax Credit Consultants, a Sales Manager, and a Marketing Director. Underlying technology is limited to a basic online Tax Savings Calculator and LeadConnector HQ scheduling widgets; no proprietary software platform, API, or AI capabilities are disclosed. The business model is professional services — typically contingency- or fee-based, anchored by a performance guarantee of finding at least $10,000 in client savings or refunding $100.
Quartermaster Tax Management firmographics
Firmographics- Name
- Quartermaster Tax Management
- Legal name
- Quartermaster Tax Management
- Website
- https://quartermastertax.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Quartermaster Tax Management is a privately held Charlotte, NC-based tax advisory firm that helps U.S. SMBs recover R&D tax credits, implement Cornerstone Tax Certificates for 20-25% tax reduction, and access transferable tax credits through consultative, sales-led engagements.
- Ownership category
- akta.pro rank
Quartermaster Tax Management industry classification
Industry- Product category
- Tax Advisory Services
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Tax Withholding, Relief at Source & Reclaims (CA Tax) (FSACAKAJ)
Keywords
Where Quartermaster Tax Management is headquartered
LocationHeadquarters
- HQ city
- Concord
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Quartermaster Tax Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Tax Planning and Advisory Services: Revenue generated from tax planning and reduction services for business owners and medical professionals. Services include R&D tax credit identification and claims, Cornerstone Tax Certificates implementation, and ongoing tax optimization. Company offers performance-based positioning with guaranteed minimum savings of $10,000 or $100 refund.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Discovery Call |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Quartermaster Tax Management product offering
Product offeringCore offering
Quartermaster Tax Management is a tax reduction firm that identifies and recovers tax credits and deductions for business owners and medical professionals. Its core offerings include R&D Tax Credit identification with a 3-year retroactive recovery window, Cornerstone Tax Certificates delivering guaranteed 20-25% tax reduction, proactive year-round Tax Planning, and access to Transferable Credits in secondary markets. The firm partners alongside clients' existing CPAs rather than replacing them, and uses a consultative 30-minute discovery call as the primary entry point.
Product overview
Quartermaster Tax Management is a tax reduction firm offering a portfolio of specialized services centered on identifying and recovering missed tax credits and deductions. The core offering includes R&D Tax Credits (with retroactive 3-year recovery), Cornerstone Tax Certificates (guaranteed 20-25% tax reduction), Tax Planning, and Transferable Credits access. Services are delivered through direct consultation, a proprietary Tax Savings Calculator tool, and educational content via the Love America, Hate Taxes Podcast. The firm partners with — but does not replace — clients' existing CPAs.
Differentiator
Problem solved
Functional benefit
Brands
- Love America, Hate Taxes Podcast: A podcast hosted by Quartermaster Tax Management discussing tax topics and strategies.
Products and services
- R&D Tax Credits Service A specialized federal tax credit identification and recovery service that helps businesses claim Research and Development Tax Credits on qualified research expenses, including a 3-year retroactive recovery window for prior tax years. Targeted at businesses performing qualifying research activities such as process redesign, component engineering, software development, and custom design work.
- Cornerstone Tax Certificates (CTCs) A structured tax efficiency strategy delivering a guaranteed 20-25% reduction in federal and state income taxes for business owners with $100,000+ tax liability, without restructuring the business. Designed as a turnkey approach to lower overall tax burden.
- Tax Planning Year-round proactive tax strategy services including entity structure optimization, deduction identification, depreciation timing, and income deferral planning to reduce annual tax burden for business owners.
- Transferable Credits Access to secondary markets for transferable tax credits (energy, housing, manufacturing) allowing businesses with limited tax liability to sell unused credits for offset or monetization.
- Free Discovery Call / Consultation A free 20-30 minute initial consultation to evaluate client eligibility for tax savings, R&D credits, and other services. Qualified prospects must have annual payroll over $1 million and 3 or more employees.
Quantifiable outcome
- Average annual tax savings of 30% per client
- +4 more outcomes
Companies that use Quartermaster Tax Management
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles3 records
Quartermaster Tax Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Quartermaster Tax Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- IBX DigitalminorWebsite development and digital services provider credited with building the company website. This is a vendor relationship for web development services.
Scale indicators5 records
Recent moves1 record
Expansion highlights4 records
Quartermaster Tax Management competitors and assessment
Company assessmentDirect peers
- KBKG: A nationally recognized specialty tax firm focused specifically on R&D tax credits, credits & incentives, and cost recovery—directly comparable to Quartermaster's R&D credit and Cornerstone Tax Certificate services for owner-operated businesses.
- Andersen Tax: Private tax and advisory firm with a strong R&D tax credit practice and cross-border reach; comparable to Quartermaster in the owner-operator segment but with a broader multi-jurisdiction platform.
- Withum: Top-30 U.S. accounting firm operating a specialized R&D Tax Credit practice serving SMBs and growing companies; comparable delivery model and target market to Quartermaster's tax credit consulting.
- Cherry Bekaert: Mid-market accounting and advisory firm with a dedicated Federal Tax Credits & Incentives practice, including R&D credits, serving closely-held businesses and medical practices—overlapping directly with Quartermaster's core verticals.
- Eide Bailly: Regional accounting and advisory firm with an R&D tax credit practice and significant healthcare vertical presence; directly comparable to Quartermaster in the medical practice and owner-operator segments.
- Tax Goddess: Specialist tax strategy firm focused on aggressive but legitimate tax reduction for small business owners and high-income individuals, with content-driven marketing—very comparable positioning, scale, and GTM to Quartermaster.
Broad incumbents
- RSM US: Large national professional services firm with a strong R&D tax credit and federal tax practice serving middle-market businesses; competes for the same target clients as Quartermaster but as part of a much broader advisory portfolio.
- BDO USA: Top-tier accounting and advisory network with a dedicated Credits & Incentives practice, including R&D tax credits; comparable in capability but operates as a broad incumbent across the same target customers.
- Marcum LLP: Major U.S. accounting firm with a Federal Tax Credits & Incentives group and substantial healthcare practice; overlaps with Quartermaster's R&D and tax planning services for owner-operated businesses.
Regional players
- Padgett Business Services: Franchise-based accounting and tax advisory network serving small and mid-sized businesses across the U.S., including tax planning and credit work; overlaps in SMB tax services but with a more compliance-led, franchise model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Quartermaster Tax Management social profiles
Digital presenceQuartermaster Tax Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quartermaster Tax Management leadership team
Management profileNumber of profiles
Profiles3 records
Quartermaster Tax Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quartermaster Tax Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quartermaster Tax Management
What does Quartermaster Tax Management do?
Quartermaster Tax Management is a tax reduction firm that identifies and recovers tax credits and deductions for business owners and medical professionals. Its core offerings include R&D Tax Credit identification with a 3-year retroactive recovery window, Cornerstone Tax Certificates delivering guaranteed 20-25% tax reduction, proactive year-round Tax Planning, and access to Transferable Credits in secondary markets. The firm partners alongside clients' existing CPAs rather than replacing them, and uses a consultative 30-minute discovery call as the primary entry point.
Is Quartermaster Tax Management a public or private company?
Quartermaster Tax Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quartermaster Tax Management founded?
Quartermaster Tax Management was founded in 2004. It employs 1 to 10 people.
Where is Quartermaster Tax Management based?
Quartermaster Tax Management is headquartered in Concord, United States, in the North America region.
How does Quartermaster Tax Management make money?
One revenue line is on record: tax Planning and Advisory Services.
Who are Quartermaster Tax Management's main competitors?
Direct peers on record are KBKG, Andersen Tax, Withum, Cherry Bekaert, Eide Bailly and Tax Goddess. Broad incumbents are RSM US, BDO USA and Marcum LLP. Padgett Business Services is listed as a regional player.
Does Quartermaster Tax Management have an API?
No public API is recorded for Quartermaster Tax Management.
What industry is Quartermaster Tax Management in?
Quartermaster Tax Management's product category is Tax Advisory Services. Its primary akta.pro industry code is FSACAKAJ, Tax Withholding, Relief at Source & Reclaims (CA Tax). Its SIC code is 6199.