Uncle Dan Consulting

What is R&D Tax credit?

Are you potentially missing out on valuable opportunities? Envision unveiling a financial product that could revolutionize your business trajectory, foster innovation, and enhance your financial performance. Introducing R&D Tax Credit, a permanent tax credit for innovation and creativity that allows a company to recapture millions of dollars back from the government as a reward for new and innovative ways of doing business.

Did you realize that merely 15% of the billions of dollars in refundable tax credits are claimed each year? Our mission is to enlighten and assist you in expanding your horizons by tapping into funds you may not even be aware of.

Unearth Hidden Potential:

In the fast-paced world of business, innovation is the key to staying competitive. The Research and Development (R&D) tax credit is a powerful incentive, encouraging companies to push the boundaries of technology and creativity. Yet, many businesses remain unaware of their eligibility. Our Benefits Evaluation Service is here to change that.

Capture The Tax Savings You Already Earned.

The benefits are undeniable. By assessing your eligibility for an R&D tax credit refund, you’re opening doors to increased financial resources. Imagine reinvesting those funds into new projects, hiring top talent, or expanding your operations. This is more than a refund – it’s an investment in your future success.

Our Approach:

Our experts understand that every business is unique. That’s why our FREE Benefits Evaluation Service is tailored to your specific situation. We delve into your company’s activities, projects, and expenditures to determine if you’re eligible for an R&D tax credit refund. Our thorough and meticulous approach ensures that no stone is left unturned.

How It Works:

Initial Consultation:

We start with a conversation to understand your business and its operations. This helps us gather the necessary information to determine eligibility.

Detailed Assessment:

Our experts conduct a comprehensive assessment of your projects, activities, and expenses to identify potential R&D tax credit opportunities.

Custom Evaluation:

We provide you with a detailed report outlining the potential benefits and estimated refund amount if you qualify for an R&D tax credit.

Expert Guidance:

Should you choose to proceed, our team will guide you through the process of claiming the R&D tax credit refund, ensuring compliance and maximum benefit.

MEET Uncle Dan

Uncle Dan Evertsz has an extensive background in financial consulting and education, spanning over 40 years. Throughout his career, he has assisted numerous clients in various financial aspects, including Tax-Free Retirement for Baby Boomers, making college more affordable for families, and helping families with the complexities of the mortgage landscape.

After retiring and moving to Las Vegas, Dan unretired and discovered the government refundable tax credit industry. That’s when Dan opened Uncle Dan Consulting Corp.

Uncle Dan has carefully selected partnerships with many years of experience. Tributant Tax Services is the #1 CPA Specialty Tax Firm In the Research And Development Space. This alliance has allowed us to provide over 500 R&D studies across the nation.

★ As Seen On NBS, NewsTalk, ABC, MarketWatch, Fox News & More! ★ R&D Studies Created for 500+ Businesses ★

√ Have you ever inquired or researched research and development, but weren’t sure if you could claim valuable tax credits for it?

With over 40 years of experience in financial consulting and education, the consulting firm I founded is partnered with the leading R&D tax credit CPA firm to leverage our combined expertise to help your business claim substantial R&D tax credits.

Expect your current and future federal and state tax burdens to be significantly reduced. We also offer educational workshops and one-on-one personalized consultations, ensuring you have the knowledge to make informed decisions.

Ask me for a free, no-pressure, no-obligation R&D tax credit assessment to uncover thousands in potential savings. I’ll explain R&D tax credits in detail and showcase success stories from similar businesses.

★ Outstanding Annual Revenue Outcomes of Many Include ★
√ App Development Firm. Annual Revenue $3M. Results, $375K Fed & State Tax R&D Credits.

√ Digital Marketing Agency. Annual Revenue $20M. Results, $500k Fed & State Tax R&D Credits.

√ Contract Manufacturer. Annual Revenue $63.1 M. Results, $1M Fed & State Tax R&D Tax Credits.

√ eCommerce. Annual Revenue $31.M. Results, $2.2 M in Fed & State Tax Credits.

√ Frozen Yogurt Retailer. Annual Revenue $20M. Results, $1.3M Fed & State Tax Credits.

★ NEXT STEP ★

If you’d like to chat, please get in touch with me at [email protected]
or schedule directly with me
at calendly.com/bizadvocate

For more information please visit Uncledanconsulting.com

★ What Makes Us Different ★

Our marketing and Specialized CPA Alliance provides programs that most companies have no idea about, and we take an educational approach.

√ Increased Market Value. Investors see R&D investment as a sign of innovation and future growth potential.

√ Boost Earning Power. Reduced tax liabilities translate to higher profits you can reinvest in your business.

√ Enhanced Cash Flow. R&D tax credits provide a direct cash infusion, improving your financial flexibility.

√ Reduced Payroll Tax Provisions. Affordable Care Act and Section Cafeteria 125 Group Plans Hidden Savings.

★ Specialties Include ★

R&D Tax Credits, Tax Credits for Small Businesses, Reduce Tax Liability, Maximize Tax Deductions, Increase Tax Savings, Reduce Payroll Tax with Provisions in the Affordable Care Act, Access Savings in Section Cafeteria 125 Group Plans

Uncle Dan

Unlock Your Competitive Advantage:

Imagine what you could achieve with additional financial resources at your disposal. Whether you’re a startup, a mid-size business, or an established industry leader, the potential benefits of R&D tax credits can be transformative. It’s not just about refunds; it’s about seizing opportunities for growth, innovation, and financial empowerment.

Take the First Step:

Don’t let the potential benefits slip through your fingers. Our Benefits Evaluation Service is your gateway to unlocking hidden value within your business. Take the first step towards harnessing the power of R&D tax credits and realizing their impact on your financial landscape.

Ready to Discover More?

Contact us today to schedule a Benefits Evaluation and embark on a journey to uncover the financial opportunities that R&D tax credits can bring to your business. Let’s unlock hidden potential together!

*Don't wait – seize the opportunity to maximize your benefits and pave the way for a more prosperous future.*

Explore

Our Services

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Safe crypto education that helps crypto curious people learn the basics of cryptocurrency.

There is one common pattern in America, most but not all people don’t have financial knowledge other than basic information regarding their finances. Financial literacy is not being taught in schools and as we progress in our lives, we are too busy with work and family life. The world is changing right before our eyes and most people are unaware of the WEALTH TRANSFER that’s happening right now.

The stimulus packages that have been handed out helped many people get through job loss as well as becoming homeless. It helped a lot of people survive during the Covid-19 era. But now we need to figure out how to move forward with our lives and still live a comfortable life. However, you are seeing the results every time you shop at the grocer or for any retail items. It’s called INFLATION. The dollar has steadily declined in value and the government keeps printing money with nothing tangible behind it. Did you know the government has borrowed more money in the last two years than the entire history of our country? Do you think the rich know something we don’t? Where is the world financial system moving toward? The answer is Blockchain Technology and CRYPTO  currency...

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Do you have a Payroll Tax Saving?

This plan provides an average of $573 in savings per employee per year. It increases employee net take home pay by an average of $125/month or $1500 per year. How many full-time employees do you have?

This would be your savings over the specified time period. This plan is employer- sponsored and employee -funded. It is a zero net cost to the company and is a $573/year savings per employee. The plan reduces the employee’s taxable income by $14,400 per year, yet their net pay increases around $1500 per year, because of the reduction in payroll taxes.

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What is Employee Retention Credit?

Employee Retention Credit (ERC) is a fully refundable tax credit filed against employment taxes. ERC was set up as part of the Coronavirus Aid, Relief and Economic Security Act (CARES) and was created in 2020 during the COVID-19 pandemic to help businesses recover from economic fallout that occurred. It essentially provides funding to businesses to make up for what was lost during the pandemic. Many companies will argue that the ERC has been their lifeline post-coronavirus outbreak.

Congress decided to pass the Consolidated Appropriations Act of 2021 (CAA) after realizing the initial ERC was not reaching as many businesses as originally hoped. The new goal was to reach more businesses and help more people stay employed. Credit from employment tax deposits can range from $5,000 to $21,000 per employee and is essentially a reward for companies who have kept full-time employees on payroll during the pandemic. Since government orders shaped much of what occurred as far as business restrictions, this is the government’s way of giving back to your business.

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WHY ALL BUSINESS OWNERS NEED TO HAVE BUY AND SELL AGREEMENTS IN PLACE?

If something were to happen to your business partners, would you like to inherit his wife or her husband as your new business partner?

That's why your business must have this type of agreement in place. Buy and sell insurance is an insurance that business co-owners take out on one another's lives to enable them to buy a deceased or disabled co-owner's share in the business, and there is certainly regarding the future ownership of the business.

The benefits of continuity are management and control for the remaining business owners. Owners of non-marketable business interests are assured of a fair price for their interest. A buy-sell agreement negotiated at arm’s length may help establish the business’ value for estate tax purposes.

Life insurance proceeds are generally received on a tax-favored basis. Cash values generally accumulate on a tax-deferred basis. Cash values may be used as a down payment in the event of disability or retirement Cash is made immediately available to purchase a deceased owner’s interest. Life insurance proceeds provide liquidity for ordinary living expenses and estate tax liability.

Uncle Dan can help you structure your buy and sell agreement for your business.

Happy Client's

Dan is a person of high impeccable character and takes that additional mile to insure that all terms are correct and that his support justifies your child's success. You can never find a more capable or supportive associate then Dan Evertsz. I highly recommend Dan Evertsz and his company.

Gerna B.

You can trust Dan, I’ve known him for many years. Dan is a man full of integrity and he loves helping and teaching people all sectors of financial literacy.

Lori S.

I've known Dan for a very long time and he knows College Planning like no one else that I know. If you have a child in middle school, NOW is the time to introduce yourself to Dan and start a college conversation.

Bill S.