Corporate Tax Advisors (CTA): Company Research Report
Company Overview
Name
Corporate Tax Advisors (CTA)
Mission
To educate and advise clients of tax incentives in a Collaborative, Timely, and Accurate manner.
Founded
2014
Founders
- Mike Woeber
- Dawson Fercho
Key People
- Mike Woeber: CEO, Huntsville, Alabama
- Dawson Fercho: VP Business Development, Kansas City, MO
- Jordan Wilson: Director of Business Development
- Beth Graham: Director of Sales
- Heather Fisher: Client Services Director
- John Park: Managing Director
- Tom Forline: Sales Director
- Sam Hyon: Director, Tax Credits & Incentives
- Wade Wiginton: Business Development Associate
- Gary F. Kucera: President
Headquarters
7501 Memorial Parkway South, Suite 204, Huntsville, AL 35802
Number of Employees
No information is available
Revenue
No information is available
What CTA is Known For
CTA specializes in providing tax solutions to Certified Public Accountants and businesses. Its core services encompass Research and Development Tax Credits, Clean Energy Tax Credits (ITC), 179D Green Energy Incentive, Cost Segregation, Jobs & Training Credits, Georgia Investment Tax Credits, and Employee Retention Credit (ERC).
Products and Services
Clean Energy Tax Credits (ITC)
- Description: Incentives for installing and using solar panels and other renewable energy sources.
- Key Features:
- Federal and State-level benefits
- 30% tax credit for residential and commercial installations
Research & Development Tax Credits
- Description: Credits designed for companies responsible for innovation in the United States.
- Key Features:
- Applicable to a wide range of industries from manufacturing to software
- Four-part test for qualification
179D Green Energy Incentive
- Description: Tax deductions for energy-efficient buildings.
- Key Features:
- Credits based on square footage impacted
- Benefits designers and commercial building owners
Cost Segregation
- Description: Classification of construction or acquisition costs for tax savings.
- Key Features:
- Accelerated depreciation
- Applicable for new constructions and renovations
Jobs & Training Credits
- Description: Programs aimed to build the workforce.
- Key Features:
- Georgia-specific job tax credits
- Retraining tax credits
Georgia Investment Tax Credit Evaluation
- Description: Tax credits for manufacturers and telecommunication businesses in Georgia.
- Key Features:
- Offsets income tax and payroll withholding
- 1% to 8% of the qualified investment
Employee Retention Credit (ERC)
- Description: Credits for retaining employees during the pandemic.
- Key Features:
- Applicable for payroll between March 12, 2020, and before January 1, 2022
- Substantiation reports for legal defense against IRS audits
Recent Developments
New Partnerships
- IPX Partnership: Enhances cost segregation studies by using modern real estate scanning technology.
- Professional Employer Organizations (PEO’s): Collaboration with payroll providers and PEO’s for better services.
New Products & Features
- ERC Substantiation Reports: Comprehensive documentation and second look at taxpayer’s eligibility to claim the ERC.
- Employee Retention Credit (ERC): Expanded services to include substantiation reports and retrospective benefits.
Case Studies
- R&D Tax Credit for Medical Device Manufacturing in Atlanta, GA:
- Background: Spinal medical device manufacturer
- Result: Higher credit after recalculating with CTA’s consultation.
- 179D Deduction for Architect in Lubbock, TX:
- Background: R&D client in architecture.
- Result: $60k additional deductions after streamlining the allocation process.
- Job Tax Credit for Metal Fabrication in Atlanta, GA:
- Background: Family-owned aerospace parts manufacturer.
- Result: $500k tax liabilities eliminated for 5 years.
Professional Recognition
- CTA has been recognized as one of the leading specialty tax advisory firms in the nation. By combining expertise, experience, and energy, CTA ensures clients receive close, personal, enthusiastic, and professional attention.
Contact Information
Corporate Office
- Address: 7501 Memorial Parkway South, Suite 204, Huntsville, AL 35802
- Phone: 256-970-7129
- Fax: 256-768-5250
Additional Offices
- Atlanta, GA
- Kansas City, MO
- Los Angeles, CA
- Dallas, TX
Online Presence
- Website: [Corporate Tax Advisors](https://www.cta.tax)
- Client Portal: Available through the website
- Privacy Policy: Details available on the website
Memberships & Associations
- PSMJ Resources
- Zweig Group
- ACEC
- AEC Advisors, LLC
- EFCG
- AICPA
Conclusion
Corporate Tax Advisors (CTA) continues to provide unmatched tax advisory services to businesses across the nation, enhancing profitability and ensuring compliance with highly specialized and complex tax credit and incentive programs.
CTA Work by the Numbers:
- $300M+ in Client Tax Credits & Incentives Identified
- 200+ Years Combined Tax Credit & Incentive Experience
- 1000+ Successful Tax Credit & Incentive Studies
