Romo Incentives Group

What Romo Incentives Group does

Romo Incentives Group is a privately held tax incentive consulting firm headquartered in Folsom, California, founded in 2009 by Albert Romo. The firm helps businesses identify and secure federal and state tax credits across six service lines: R&D Tax Credits, Employment Incentives (including Work Opportunity Tax Credit and California Competes), Cost Segregation, Sales & Use Tax Consulting, California Employment Training Panel services, and Employee Retention Tax Credit advisory.

ROMO operates primarily on a contingent fee basis — clients pay nothing until a tax credit is identified and secured, with audit defense included at no additional cost. A free feasibility analysis precedes engagement. Distribution runs through direct outreach (phone, email), a CPA-firm referral channel that positions ROMO as a back-office specialist for accounting firms seeking to defend their client base, and content marketing (blog, LinkedIn, X). Service delivery relies on a team that includes former IRS and California Franchise Tax Board auditors, supported by what the firm describes as proprietary project management software capable of handling multi-state, multi-subsidiary client structures. The firm claims to assist hundreds of clients per year and to have identified several hundred million dollars in tax incentives across the founder's 22-year tenure, with a 98% post-audit credit retention rate. Customer evidence spans agriculture, food and beverage processing, manufacturing, technology, construction, real estate, and media, with both enterprise and mid-market clients.

Name

Romo Incentives Group

Legal name

Romo Incentives Group

Website

https://romogroup.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Romo Incentives Group is a Folsom, California-based tax incentive consulting firm that helps U.S. businesses identify and secure federal and state tax credits — primarily R&D, employment, cost segregation, and sales/use tax — on a contingent fee basis via direct outreach and CPA-firm referrals.

Ownership category

akta.pro rank

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Credit Consulting (Contingent Fee): ROMO primarily conducts tax credit studies on a contingent fee basis, meaning clients pay nothing until a tax incentive is identified and secured. This performance-based model aligns the firm's incentives with client outcomes.
2. Flexible Fee Arrangements: ROMO also offers flexible fee arrangements in addition to their primary contingent fee model, providing pricing flexibility for different client needs.
3. Audit Defense Services: Comprehensive audit defense is included at no additional cost within all contingent fee contracts, representing a built-in service component.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Romo Incentives Group is a tax incentive consulting firm that helps businesses identify and secure federal and state tax credits, including R&D Tax Credits, Employment Incentives, Cost Segregation, and Sales & Use Tax refunds. Engagements are performed primarily on a contingent fee basis with audit defense included at no additional cost, starting from a free feasibility analysis.

Product overview

Romo Incentives Group is a tax incentive consulting firm that provides a suite of tax credit and incentive services rather than a unified software platform. The company's core offerings include R&D Tax Credit studies, Employment Incentives consulting, Cost Segregation analyses, Sales & Use Tax Consulting, Employment Training Panel services, and Employee Retention Tax Credit assistance. These services help businesses identify and secure federal and state tax benefits primarily on a contingent fee basis. The firm utilizes proprietary software and systems for project management capabilities and works with clients throughout the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• R&D Tax Credits Federal and state Research & Development Tax Credit studies that help companies identify and document qualified research expenditures for tax savings. The credit rewards companies that devote time and resources to product development or process improvements and is calculated on qualified wages, supplies, and contract research.
• Employment Incentives Federal and state tax credits available to companies for hiring employees from certain targeted groups, including the Work Opportunity Tax Credit (WOTC), Federal Empowerment Zone Employment Credit, California Competes Credit, and California New Employment Credit.
• Cost Segregation Asset depreciation technique that identifies personal property assets and tenant improvement costs to reclassify them into appropriate asset classifications, allowing for accelerated depreciation deductions rather than standard 27.5 or 39 year periods.
• Sales & Use Tax Consulting Review of accounts payable records to identify sales and use tax overpayments over the past 3-4 years, preparation of claims, and representation before state boards to recover overpaid taxes.
• Employment Training Panel (ETP) Services California Employment Training Panel program services including application submission, project management through contract lifecycle, and audit support for employer training funding.
• Employee Retention Tax Credit (ERC) COVID-19 related payroll tax credits available to businesses impacted by pandemic mandates or that suffered a reduction in gross receipts of 20% or more, offering up to $26,000 per employee in refunds.

Quantifiable outcome

• 98% post-audit credit retention rate
• +3 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• CPA FirmscoreChannel Partner/ Reseller/ DistributorROMO partners with CPA firms nationwide as a channel strategy. CPAs can offer tax credit solutions to their existing client base and new prospects without investing internal resources. The partnership requires minimal time from the CPA and their clients, with ROMO handling all study work. Studies are primarily conducted on a contingent fee basis, so clients risk nothing.

Scale indicators5 records

Recent moves4 records

Expansion highlights5 records

Emerging players

• Boast.AI: A tech-enabled R&D tax credit platform that automates study preparation and documentation. Represents the emerging software-first model that competes with ROMO's traditional manual study approach.

Direct peers

• KBKG: A specialty firm focused on R&D tax credits, cost segregation, and fixed asset services. Highly comparable to ROMO's R&D Tax Credit and Cost Segregation practices with a similarly engineer-led, study-based model.
• AlliantGroup: A large, national tax credit and incentives consulting firm offering R&D tax credit studies, cost segregation, and other federal/state incentives on a contingent-fee basis. Closest direct competitor to ROMO in scale and service mix.
• Withum: A top-30 U.S. CPA firm with a dedicated Credits & Incentives practice (R&D, cost segregation, employment credits). Competes with ROMO for middle-market clients, particularly in the Northeast and Mid-Atlantic.
• Marcum LLP: A top-20 U.S. accounting and advisory firm with a dedicated R&D Tax Credit practice serving middle-market clients. Comparable to ROMO in client profile and service mix, with additional regional strength on the East Coast.
• Cherry Bekaert: A top-30 U.S. CPA and advisory firm with a dedicated R&D Tax Credit practice serving middle-market and enterprise clients. Comparable to ROMO in client profile and service offering, but with broader advisory capabilities.

Broad incumbents

• Ryan LLC: A specialized global tax services firm with substantial incentives and credits practice. Competes with ROMO on enterprise R&D tax credit and cost segregation work and brings broader tax advisory capabilities.
• BDO USA: Top-10 U.S. accounting firm with a Tax Credit Practice covering R&D, WOTC, cost segregation, and state incentives. Competes with ROMO on enterprise and multi-state engagements and shares Big 4-adjacent credibility.
• KPMG US: Big 4 firm with a large R&D Tax Credit and incentives practice (including a State and Local Tax group that Brian Negri previously worked in). Directly competes with ROMO for enterprise and multinational engagements.
• RSM US: A leading U.S. middle-market accounting firm with a dedicated R&D Tax Credit and incentives practice. Competes with ROMO for middle-market and enterprise mandates with the backing of a much larger advisory platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Romo_Incentives
• LinkedInlinkedin.com/company/romo-incentives-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Romo Incentives Group