Lisa Morgan

Our Mission is to assist small and medium sized businesses in attaining cash incentives from federal and state governments. Small and medium size businesses have historically shaped America’s economic landscape. We’re committed to helping all 30 million+ businesses in the US get back what they’re owed so they can keep pushing us forward as innovators and job creators. We put over 300 combined years of business and accounting experience to work for you. "We know business." From growing start-up companies into multi-million dollar enterprises to turning challenged businesses into profit centers, our executive team has walked in your shoes as entrepreneurs and long-term business managers. We are no strangers to the risks and the rewards of success. "We know accounting and tax code." Our CPAs and attorneys are world-class experts in tax code, compliance, and research and development credits and rebates. From MIT, Fordham, Georgetown, Leeds, Deloitte, Price Waterhouse, and other prominent institutions, we have assembled a team with diverse experience leading to a 100% success rate for our clients. "We see your business as if it were our own." You have put a lot of time, effort, and sweat equity into building your business into what it is today. We not only respect that, we believe you are the backbone of America’s economy, employment, and future economic growth. Every recommendation we make is taken with the same care as if it were our own company.