TechVision Software Inc.

B2B Software Company

The Challenge

TechVision had grown to $8M in revenue with strong profitability, but the founders were paying 45% in combined taxes. They had significant R&D expenses but weren’t capturing available tax credits. The company also faced cyber liability risks with no adequate coverage.

Industry

Technology

Annual Revenue

$8M

Tax Burden

$1.4M annually (45% effective)

“We had no idea we were leaving $180,000 in R&D credits on the table every year. The captive insurance not only saves us taxes but actually covers risks our commercial policies wouldn’t touch.”

Results Achieved

Tax Credits

$180,000 annual R&D credits

$ 0 K

Captive Premiums

annual tax-deductible premiums

$ 0 K

Total Savings

first-year tax reduction

$ 0 k

Risk Coverage

in cyber liability coverage

$ 0 M

Timeline

60-day implementation

0

Our Solution

R&D tax credit study identifying $180,000 in annual credits
831(b) captive insurance for cyber liability and business interruption
Defined benefit plans for founding partners
Equipment leasing strategy for hardware purchases
Fractional CFO services for financial optimization

More Services

Cost Segregation

Architectural Analysis • Building Component Breakdown

Accelerate depreciation on commercial real estate by identifying personal property and land improvement components that can be depreciated over 5, 7, or 15 years instead of 27.5 or 39 years.

Accelerated depreciation

Cash flow improvement

Retroactive studies

40-50% of equipment cost

Equipment Leasing

Industrial Engineering • Machinery Optimization

Maximize Section 179 and bonus depreciation deductions on business equipment purchases.

Bonus depreciation

Lease vs. buy analysis

$50K-$500K/year

R&D Tax Credits

Innovation Engineering • Rewarding Innovation

Claim federal and state tax credits for qualified research and development activities. Many businesses have qualifying R&D activities they don't realize are eligible for credits.

Asset protection

Valuation discounts

Ready to Protect Your Assets?

Schedule a confidential consultation with our team to discuss your specific situation and explore how we can help protect what you've built.