Tax Credits Made Easy
Helping you navigate the complex tax credits industry to improve your bottom line.
Open Advisor helps companies improve profitability through innovative tax credit programs.
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Trusted by thousands of companies of all sizes and industries, Open Advisor has created millions of dollars in savings for our partners.
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Our Tax Credit Advisory Services
Open Advisor has partnered with the most reputable firms.
Research and Development Tax Credit
If your company researches new products, formulas, techniques, and even software, you may be able to reduce your income or payroll tax liability by claiming the R&D tax credit
Preventative Care Management Program
Save on your payroll taxes and offer quality supplemental health insurance benefits to your employees with the new PCMP program.
Innovative ROI positive health insurance benefits
Save on your payroll taxes and offer supplemental health insurance benefits with no out of pocket expense to your employees.
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This innovative supplemental health insurance opportunity is backed by Bain Capital, Federal Life, and approved in over 40 states on A-rated carrier paper. It is also reinsured by Lloyd's of London.
Turn Your Research Expenses into
Tax Relief
Does your company pay for research and development costs? If you spend money on equipment, payroll, or even utilities that contribute to your R&D costs, you're most likely eligible for the R&D tax credit.
If your business is spending money to research or develop a new:
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Then you could get R&D credits that help you reduce your income tax liability. If you're a new or small company, you may be able to reduce your payroll tax liability by up to $500,000.
The complexity of the R&D tax credit can make it difficult to compare companies. Open Advisor compares all the top companies in one place and gets you the lowest rate available.
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How Open Advisor Works
Everybody is excited to claim the tax credits that they deserve. But don't let that excitement rush your judgment. Choosing the right partner can mean a big difference in your return - and your peace of mind. The Open Advisor process helps our partners maximize opportunity while working with the best in the industry.
Let's get acquainted
Take our ERC quiz or request an R&D credit quote and give us a few basic pieces of information about your company, like your website or estimated number of employees. For an ERC advance loan, it's even quicker.
We find a solution for your company
We take the information you enter and consider your specific circumstances and preferences.
Our analysis takes into account what your company needs based on factors like company size or your industry.
Not all tax credit companies are the same
Based on your info we'll present you with personalized options to choose from our network of vetted tax credit firms.
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Analyzing reputable options in one place can save you thousands of dollars and avoid trouble down the road.
Get the Open Advisor rate
We've negotiated rates on your behalf and will make intros directly to decision makers at tax credit firms. Talk to us further about your specific circumstances and options, and compare your options with an Open Advisor expert.
Over $100 Million in Tax Credits Claimed
Our team has helped our customers claim over $100,000,000 worth of tax credits. We have assisted businesses in a variety of industries including:
Technology Startups
Manufacturing Companies
Country Clubs
eCommerce
Brands
Gyms and Fitness Studios
The Best Tax Prep Partners in the Industry
Trusting a tax credit company is like handing over the keys to your car - you don't want to give this responsibility to somebody who's never done this before.
When you compare with Open Advisor, you're looking at the top companies in the industry - no scams or get rich quick schemes. We have first hand experience working with every company we recommend to you so there are no surprises.