72% of Small Business Owners Have Changed CPA or Accounting Firms Because They “Didn’t Provide Pro-active Advice, Only Reactive Advice.”

Here's How We Can Help YOU Competition-Proof Existing Clients & Attract More IDEAL Clients

RESTAURANT

Restauranteurs typically achieve the following Specialized Tax Incentives:

EMPLOYEE RETENTION TAX CREDITS: $250,000

ACCELERATED INCOME TAX DEDUCTIONS ON RENOVATIONS: $100,000

EMPLOYER HIRING TAX CREDITS: $80,000

TECHNOLOGY & SOFTWARE START-UP

Technology & Software Start-Ups typically achieve the following Specialized Tax Incentives:

EMPLOYER PAYROLL TAX CREDITS: up to $250,000

EMPLOYER HIRING TAX CREDITS: $30,000

EMPLOYEE TRAINING REIMBURSEMENT PROGRAM: $100,000

MANUFACTURING

Manufacturers typically achieve the following Specialized Tax Incentives:

PROPERTY OWNER INCOME TAX ACCELERATED DEDUCTIONS: $200,000

PROPERTY OWNER PROPERTY TAX REDUCTIONS: $40,000

RESEARCH & DEVELOPMENT TAX CREDITS: $250,000

EMPLOYER HIRING TAX CREDITS: $120,000

COMMERCIAL & INVESTMENT PROPERTY

Commercial & Investment Property Owners typically achieve the following Specialized Tax Incentives:

PROPERTY OWNER INCOME TAX ACCELERATED DEDUCTIONS: $200,000

PROPERTY OWNER PROPERTY TAX REDUCTIONS: $40,000

EMPLOYER HIRING TAX CREDITS: $24,000

CONSTRUCTION

Construction Companies typically achieve the following Specialized Tax Incentives:

PROPERTY OWNER INCOME TAX ACCELERATED DEDUCTIONS: $200,000

PROPERTY OWNER PROPERTY TAX REDUCTIONS: $40,000

RESEARCH & DEVELOPMENT TAX CREDITS: $250,000

EMPLOYER HIRING TAX CREDITS: $120,000

ARCHITECTURAL & ENGINEERING

Architectural & Engineering Firms typically achieve the following Specialized Tax Incentives:

RESEARCH & DEVELOPMENT TAX CREDITS: $250,000

EMPLOYER HIRING TAX CREDITS: $30,000

Our Core Specialized Tax Incentive Programs

Sovereign Tribal Tax Credit

Section 125 Pre-Tax Health & Wellness Program

Thanks To The Affordable Care Act, This NEW Program Health & Wellness Program

  • Slashes the Employer’s Payroll Taxes By An Average of $300-$500+ Per Full-Time Employee Per Year;
  • Bumps Each Full-Time Employee’s Take-Home Pay By An Average of $1,200-$1,800+ Per Year;
  • Affords The Employee’s Entire Household Access to A Multitude of On-Demand Health Benefits
Potential Applications
  • Any Non-Profit or For-Profit Business With Federal Payroll Tax Obligations of 10+ Full-Time Employees
  • Any Business With Modern Payroll Software
Potential Benefits

Up to $500 Per Employee Per Year in Payroll Tax Savings for the Employer; Up to $1,800 Bump in Employee’s Take-Home Pay Per Year

The Big Opportunity

As Of Early 2024, Only An Estimated 1 Million Employees Are On A Variation of This Program Industry-Wide

Become an Employer of Choice, Address Employee Health & Wellness + Retention While Shaving A Substantial Amount of Payroll Taxes Each Time You Run Payroll

Leveraged Charitable Giving

Section 125 Pre-Tax Health & Wellness Program

Thanks To The Affordable Care Act, This NEW Program Health & Wellness Program

  • Slashes the Employer’s Payroll Taxes By An Average of $300-$500+ Per Full-Time Employee Per Year;
  • Bumps Each Full-Time Employee’s Take-Home Pay By An Average of $1,200-$1,800+ Per Year;
  • Affords The Employee’s Entire Household Access to A Multitude of On-Demand Health Benefits
Potential Applications
  • Any Non-Profit or For-Profit Business With Federal Payroll Tax Obligations of 10+ Full-Time Employees
  • Any Business With Modern Payroll Software
Potential Benefits

Up to $500 Per Employee Per Year in Payroll Tax Savings for the Employer; Up to $1,800 Bump in Employee’s Take-Home Pay Per Year

The Big Opportunity

As Of Early 2024, Only An Estimated 1 Million Employees Are On A Variation of This Program Industry-Wide

Become an Employer of Choice, Address Employee Health & Wellness + Retention While Shaving A Substantial Amount of Payroll Taxes Each Time You Run Payroll

Financed Charitable Giving

Section 125 Pre-Tax Health & Wellness Program

Thanks To The Affordable Care Act, This NEW Program Health & Wellness Program

  • Slashes the Employer’s Payroll Taxes By An Average of $300-$500+ Per Full-Time Employee Per Year;
  • Bumps Each Full-Time Employee’s Take-Home Pay By An Average of $1,200-$1,800+ Per Year;
  • Affords The Employee’s Entire Household Access to A Multitude of On-Demand Health Benefits
Potential Applications
  • Any Non-Profit or For-Profit Business With Federal Payroll Tax Obligations of 10+ Full-Time Employees
  • Any Business With Modern Payroll Software
Potential Benefits

Up to $500 Per Employee Per Year in Payroll Tax Savings for the Employer; Up to $1,800 Bump in Employee’s Take-Home Pay Per Year

The Big Opportunity

As Of Early 2024, Only An Estimated 1 Million Employees Are On A Variation of This Program Industry-Wide

Become an Employer of Choice, Address Employee Health & Wellness + Retention While Shaving A Substantial Amount of Payroll Taxes Each Time You Run Payroll

“I. O. U.”

Section 125 Pre-Tax Health & Wellness Program

Thanks To The Affordable Care Act, This NEW Program Health & Wellness Program

  • Slashes the Employer’s Payroll Taxes By An Average of $300-$500+ Per Full-Time Employee Per Year;
  • Bumps Each Full-Time Employee’s Take-Home Pay By An Average of $1,200-$1,800+ Per Year;
  • Affords The Employee’s Entire Household Access to A Multitude of On-Demand Health Benefits
Potential Applications
  • Any Non-Profit or For-Profit Business With Federal Payroll Tax Obligations of 10+ Full-Time Employees
  • Any Business With Modern Payroll Software
Potential Benefits

Up to $500 Per Employee Per Year in Payroll Tax Savings for the Employer; Up to $1,800 Bump in Employee’s Take-Home Pay Per Year

The Big Opportunity

As Of Early 2024, Only An Estimated 1 Million Employees Are On A Variation of This Program Industry-Wide

Become an Employer of Choice, Address Employee Health & Wellness + Retention While Shaving A Substantial Amount of Payroll Taxes Each Time You Run Payroll

Sec. 125 Health & Wellness Plans

Section 125 Pre-Tax Health & Wellness Program

Thanks To The Affordable Care Act, This NEW Program Health & Wellness Program

  • Slashes the Employer's Payroll Taxes By An Average of $300-$500+ Per Full-Time Employee Per Year;
  • Bumps Each Full-Time Employee's Take-Home Pay By An Average of $1,200-$1,800+ Per Year;
  • Affords The Employee's Entire Household Access to A Multitude of On-Demand Health Benefits
Potential Applications
  • Any Non-Profit or For-Profit Business With Federal Payroll Tax Obligations of 10+ Full-Time Employees
  • Any Business With Modern Payroll Software
Potential Benefits

Up to $500 Per Employee Per Year in Payroll Tax Savings for the Employer; Up to $1,800 Bump in Employee's Take-Home Pay Per Year

The Big Opportunity

As Of Early 2024, Only An Estimated 1 Million Employees Are On A Variation of This Program Industry-Wide

Become an Employer of Choice, Address Employee Health & Wellness + Retention While Shaving A Substantial Amount of Payroll Taxes Each Time You Run Payroll

Cost Segregation

Cost Segregation
Engineering-Based Study to Separate & Re-classify Non-Structural Building Components as Personal Property, Thus Accelerating the Depreciation on a Significant Portion of a Property. This Translates into Net Present Value Savings.
Potential Applications
  • Renovation, Purchase or Construction of within the Last 10 Years
  • Rental/Commercial Properties Are Eligible, Including Apartment Complexes & Single-Family Houses for Rent
  • Either Tenants Or Landlords Making Leasehold or Tenant Improvements Are Eligible
Potential Benefits
On Average, $75K of Accelerated Depreciation for Every $1M Constructed, Purchased or Renovated
The Big Opportunity

Tax Saving Tip - Depreciation Are Worth More on 2017 Tax Returns than 2018+ Due to Trump Tax Cuts

9 out of 10 Investment/Commercial Properties Have Not Had a Cost Segregation Study Performed!

Research & Development Credit

Research & Development Credit
As One of the Most Under-Claimed Federal & State Credits, They Are Intended to Stimulate Research & Development Activities, and Is Particularly Favorable for Pre-/Low-Revenue Start-Up Companies.
Potential Applications
  • Software Development & Technology Companies, Particularly Start-Ups
  • Developers, Architectural, Engineering & Construction Companies
  • Manufacturers, Pharmaceutical, Biotech, and 70+ Other Industries
Potential Benefits
  • Qualifying Start-Ups Can Claim Up To $250K Per Year for 5 Years Against Payroll Tax
  • Eligible Companies Typically Claim About $100K for Every Token $1M in Payroll
  • Eligible To Look Back 3 Prior Tax Years + Current Year with Carry-Forward Potential
The Big Opportunity
2 out of 3 Companies Have Yet to Claim This Valuable Credit!

Work Opportunity Tax Credit (WOTC)

Work Opportunity Tax Credit (WOTC)
Worth Up to $9,600 Per Hire in Federal Tax Credits, WOTC Is Designed to Incentivize Employers to Hire Individuals from Disadvantaged Target Groups.  Typically 15-25+% of Candidates Qualify, with Much Higher Qualification Rates in High Turnover Positions.
Potential Applications
  • Staffing Agencies, Construction Companies, Manufacturers, Restaurants & Retailers Are Prime Candidates
  • Valuable Value-Added Service for Any Business That Hires Even Just 1 Employee Per Year
Potential Benefits
  • Average Credit of $2,400, up to $9,600 for Each Eligible Hire
  • May Be Used to Offset Quarterly Estimated Taxes
The Big Opportunity
Our Revolutionary, All-Digital, Real-Time Platform Now Enables ANY Employer Who Hires Just 1 Employee Per Year to Take Advantage of WOTC Effortlessly & Cost-Effectively!

Employee Training Reimbursement Program (ETP)

Employment Training Panel
Worth Up to $1,000 ~ $3,600 Per Employee, This Grant from the State of California Subsidizes Training of Your Employees On Your Terms
Potential Applications
  • Target/Priority Industries Include
    • Construction
    • Architecture & Engineering
    • Professional, Scientific, & Technical Services
    • Manufacturing
    • Wholesale Trade
    • Transportation & Warehousing
    • Communications
    • Health Care & Social Assistance
  • Min. 50 Employees to Qualify for Third Party Administration Support on a Contingency Basis
Potential Benefits
  • Monies Can Be Used to Support Major New Initiatives, Business Expansion, New Equipment/Technology, or Attend to Issues
    Previously Not Addressed
  • Virtually All Types of Training Are Elibigle for Reimbursement, Including But Not Limited To
    • General Business
    • Sales
    • Management
    • Computer/Software
    • Customer Service
    • Literacy / English Proficiency
    • Equipment & Machinery Operation
  • Training Can Be Delivered in a Classroom Setting, On-the-Job, Via Teleconference, or Computer-Based
The Big Opportunity
  • Most Companies Who Qualify Are Unaware of This Program or Believe the Application & Administrative/Reporting Requirements Are Too Much of a Headache
  • Third Party Administrator Now Can Work on a Contingency Basis with No Upfront Costs

Proprietary Business Owner Retirement Program

Proprietary Business OwnerRetirement Program
Our Proprietary Business Owner Retirement Program Allows the Business Owner to Effectively Deduct the Contributions, Defer the Growth & Disown the IRS Upon Distribution
Potential Applications
  • Attractive Alternative for Owners/Partners Who Are "Too Young" or Have Too Many Employees for Defined Benefit (or Combo) Plans
  • Attractive Alternative to Qualified Plans in General (Not Bound by ERISA Testing, Discrimination, Compliance & Contribution Requirements)
Potential Benefits
  • Potentially "Tax-Deductible + Tax-Deferred + Tax-Free"
  • Potential to Achieve Multiple Objects Simultaneously, Including
    • Key Man
    • Buy Sell
    • Golden Handcuffs
    • Estate Planning
    • Qualified Plan Bail Out
    • Internal Financing for Business Exit Strategy
The Big Opportunity
Very Few Clients Have Ever Heard of This 18-Year-Old Program with Proven Track Record -- "Sounds Too Good To Be True"

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Frequently Asked Questions

Q: How do I benefit from being a Strategic Alliance Partner with Turnkey Financial Solutions (Turnkey)?

A: You benefit by gaining a competitive advantage to attract new business, experiencing higher client satisfaction/retention, receiving more referrals as a result of expanding your scope of services to offer additional tax strategies in time for tax season.

Q: Do I get paid when my clients engage Turnkey & its services?

A: Yes.  Turnkey’s network of best-in-class service providers perform all of the technical work but Turnkey compensates you in accordance with Circular 230 & guidelines set forth by state accounting boards.

Q: Will Turnkey & its service providers compete with me?

A: Absolutely not. Turnkey and its service providers complement your practice by only focusing on specialized tax programs, and will never compete with you for your clients.  Turnkey and its service providers do not offer tax return filing, accounting, general business consulting, or bookkeeping services.

Q: What kind of support can I expect as a Strategic Alliance Partner?

A: In addition to an onboarding/orientation process and an extensive on-demand FAQ library, live phone & chat support is available during normal business hours.   Last but not least, you will be matched up with a dedicated Turnkey Advisor to further assist you with marketing, mentoring & field support.

For More Information & To See If Your Firm & Turnkey Might Be a Good Fit As Potential Strategic Alliance Partners, Please Call 800-321-7919 or Email info@turnkeyfinancial.solutions.
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