I am very pleased with The CFO Solution. In December, Gary called me to make me aware of the Research and Development tax credit and I was skeptical that it applied to my software/web development business. He had one of his partners meet with me and in less than a month, both the Federal and PA tax credits were calculated, documented and ready for submission. They moved very quickly and professionally and as a result I was able to skip an estimated tax payment. The amounts were significant, their fees were very reasonable and the process is now in place for the future. I was so impressed with their knowledge and expertise that I have joined their monthly forum group to stay aware of other best practices.
Universal Industrial Gases
I have had the pleasure to work with CFO Solution team members on a number of occasions. Gary and his team of SME partners worked with our new controller, me and my project team in a professional and responsive manner and were even proactive in bringing valuable best practices to our attention and executing them for us flawlessly.
Samuel D. Piazza, Sr.
President & CEO
Blue Mountain Resort
I have been working with HireTech for almost a year now and have been very happy with the company. They have taken on the work for Blue Mountain to receive WOTC tax credits that I would not have had the time or staff to pursue. The process is simple with us providing every new employee the link to the HireTech site. The employee then provides the requested information to HireTech for them to perform the screening and they handle the process from there. Once a quarter, we load our payroll info for the screened employees for them to calculate and submit the credits to the respective tax authorities. Only after the tax credit have been accepted, do I have to pay a portion of the credit to HireTech. Throughout the process, I can use a simple, informative dashboard to view the overall process and WOTC credit status as well as a weekly status email of the employees who has and hasn’t screened and their eligibility status. Overall, I am very happy with HireTech and their simple, low maintenance, contingency pay process. I highly recommend them to anyone who is hiring staff to pursue the WOTC credits.