Prime Tax Group

Scale Your Business Offerings with PTG's High-Impact Tax Credit & Advisory Solutions

About Us

More Than a Tax Firm. Your Strategic Ally for Growth and Compliance.

At Prime Tax Group (PTG), we specialize in helping businesses unlock valuable, legitimate R&D tax credits while ensuring compliance and audit risk mitigation. We focus exclusively on R&D Tax Credit Studies, Cost Segregation Studies, and C-Suite Strategic Advisory Services. We do not do Federal or State tax return preparation.

Whether you’re a business leader looking for clear answers on R&D qualifications, strategic planning for growth, intellectual property development and monetization, or adding value through international licensing, we deliver clarity, compliance, and measurable outcomes.

For CPAs and tax attorneys, we serve as a true collaborator, not a competitor. We never poach your firm’s tax preparation clients. We are a value-added extension of your firm’s current capabilities, enhancing professional offerings without creating reputational or regulatory risk, workload strain, staffing challenges, or channel conflict. 

Backed by a team of seasoned professionals and tax attorneys, PTG delivers precise, audit-ready studies built to withstand scrutiny and comply with IRS regulations.

The PTG Difference

Our Promise, Your Protection.

Test Drive Before Engagement.

We offer complimentary, no-obligation evaluations to determine if your activities may qualify for R&D tax credits or other services. If you’re not a fit, we’ll tell you. Straight up. No strings attached.

Transparent Fees. No Surprises.

Our billing model is built on clarity, fairness, and alignment with results. We cap our fees, document all terms in writing, and tie payment to the value actually delivered. As part of that approach, we rarely require upfront fees or retainers helping you preserve your capital and avoid unexpected financial demands.

Inquiry, Examination, or Audit Defense All Included.

If your claim is reviewed, examined or audited, we advocate from start to finish at no additional charge. From the first IRS letter to a letter of determination, our team responds on your behalf, with zero surprise billing.

PTG Experience

Decades of Expertise. Built for What’s Next.

Our leadership team has worked at the nation’s top consulting and accounting firms, with a collective history that traces back to the creation of Section 41 under the 1981 Economic Recovery Tax Act. We’ve studied every germane law change, all tax court rulings, led countless audits, and have mastered this space. We don’t guess. We know exactly how to qualify, quantify, calculate, and support a claim for R&D Income Tax Credits, the right way from day one.

Our Services

Strategic Tax Credit & Advisory Services.

At Prime Tax Group, we specialize in high-value tax solutions, including R&D tax credit studies, cost segregation, audit representation, and strategic C-Suite advisory. Our team brings decades of technical expertise to help businesses and advisors uncover legitimate tax incentives, reduce liabilities, and make better-informed strategic decisions, all with compliance and audit-readiness at the core.

Ready to See If Your Activities Qualify?

Our team offers fast, no-obligation consultations to see if your business may be eligible for valuable incentives.

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Discover What PTG Can Do for You!

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Frequently Asked questions

Your Top Questions, Answered.

What types of businesses qualify for your services?

We work with companies of all sizes across a wide range of industries. If your business is engaged in innovation, creates unique solutions or products, or has executive level strategic questions, we can likely help.

What makes Prime Tax Group different from a traditional CPA or accounting firm?

Unlike traditional CPA firms, PTG specializes exclusively in R&D tax credits, cost segregation, audit defense, and C-Suite-level tax strategy advisory. Our team includes credentialed experts with technical, financial, and legal backgrounds. We are known for our integrity, proprietary tools, our resource pool of experts, the quality of deliverables, and our ability to build and defend complex credit claims with a conservative strategic lens.

Do you charge extra for audit defense?

No, never. Unlike many firms, audit representation is fully included in our service. From the very first notice of an IRS or state examiner to the final determination letter, our team handles the response at no extra cost to you. We are solidly confident in the quality and defensibility of our work.

How much can I expect to receive from R&D Income tax credits?

It depends on your company’s specific activities and qualified expenditures. While we can’t provide an exact estimate without a preliminary assessment, our clients historically received as little as $30,000 and as much as $2.5 million annually. Results vary because every claim is tailored to your unique qualified research activities, expenditures, and business vertical.

What if I already have a CPA?

That’s a common concern. We work with your CPA, not against them. Nearly 100% of our new clients have retained accounting services from local or national CPA firms. Most CPAs focus on tax compliance, while the R&D credit is highly specialized and often overlooked due to its complexity in calculation and required documentation. Prime Tax Group collaborates with accountants to deliver this niche expertise without disrupting the existing client relationship.