Prime Tax Group

About Us

Our Story

Born from Listening. Built to Serve.

We saw the gap and we listened. Business owners were frustrated by confusing credit claims, inaccessible advisors, and generic services that missed the mark. CPAs were looking for collaboration without reputational or regulatory risk. That’s when Prime Tax Group was born: a firm created to bring clarity, trust, and technical firepower to a space that needed all three.

Our founders come from national consulting, legal, and accounting backgrounds, with experience dating back to the original 1981 R&D credit legislation. But we built PTG to be different: independent, specialized, and relationship first. Today, we’re proud to serve clients across all qualified industries, helping them uncover legitimate financial opportunities incentivized by federal and state legislation.

Our Mission

Rewarding Innovation & Fueling Growth.

Businesses deserve to be rewarded for the innovation and risk they take on. We see the incredible work our clients do every day building, improving, pushing forward, and we get excited to help them claim the credits with advisory support that helps them flourish.

Our mission is simple: deliver strategic, audit-ready solutions that unlock real financial impact, rewarding patriotic participation for hiring U.S. employees, and developing home grown intellectual property, processes, and unique solutions. Whether you’re a business owner, CPA, or attorney, we’re here to make sure the right credits, insights, and opportunities don’t go unclaimed, and if claimed, are defensible.

Integrity-First Service

We lead with honesty and deliver with accountability. Your trust is our standard, not a slogan.

Outcomes That Matter

We focus on high-value results that directly impact your bottom line, not vanity metrics.

Long-Term Partnerships

We’re more than a service provider, we’re a strategic ally invested in your immediate and long-term success.

Innovation, Recognized

We champion those who build, improve, and innovate, making sure no qualified opportunity goes unrewarded.

Our Approach

Personal Relationships. Precise Results.

We take our work seriously because we care deeply about the people behind the businesses. From your first call to your final deliverable, you’ll work with real experts, not sales teams, bots, or foreign boiler rooms. We listen first, analyze the history and the future plans, then tailor a solution built around your unique situation.

With PTG, you’ll never wonder where things stand or who’s doing the work. Our process is collaborative, our pricing is transparent, and our commitment to long-term value is built into every engagement.

Real Experts. No Outsourcing.

Clear Terms. No Games.

Audit Support Is Included.

Working With, Not Around.