Ethics
Ethical Standards
Who We Are Is How We Operate.
Ethical conduct isn’t a tagline, it’s a core operating principle. We serve businesses and their leadership teams with a clear, consistent promise: to act with integrity, maintain discretion, and deliver honest, defensible work that stands up under scrutiny. Every engagement is governed by strong internal controls, legal safeguards, and a culture of professionalism because trust is earned, not assumed.
- Privately held, and independently operated
- Founded on trust, not transactions
- We sign what we say. Every promise is backed by documentation
- Transparent, confidential, and audit-ready by design
- No shortcuts, and no gimmicks. Just professional grade work
Ethical Model
Pillars of Our Ethical Standards.
Our commitment to ethics isn’t just policy, it’s how we operate. Every engagement reflects our belief that integrity, transparency, and accountability are non-negotiable. Ethics are not a layer; they are the core.
Confidentiality Is Absolute
Your information stays protected. Every engagement begins with a mutual non-disclosure agreement and is handled with strict data privacy protocols.
Service Without Obligation
We provide a no-risk, upfront review to determine if your business qualifies for tax credit opportunities before you commit to any engagement.
Performance Guarantee
We've acquired a third-party financial guarantee for viability, your assurance that we will stand by our deliverables including audit defense, now and in the future. This guarantee reinforces our long-term commitment to quality, continuity, and accountability.
Operated In The USA
All tax credit studies, advisory services, and data processing are conducted entirely by our in-house team located in the United States. Sensitive financial data is never off-shored ensuring control, confidentiality, and compliance at every stage.
Compliance You Can Trust
All services are delivered in accordance with IRS regulations and professional standards. We never recommend actions or claims we can’t defend. Our studies are built to withstand audit scrutiny.
Full Disclosure Policy
Our transparent fee structure ensures that every cost and obligation, both current and future is clearly documented and disclosed. No surprises.
Audit Defense Included Start To Finish
If your claim is ever examined, an in-house tax attorney leads the response handling everything from the first IRS notice to the final letter of determination. No extra billing. No excuses. Full representation is covered on our dime.
Secure Records & Proprietary Software
We utilize proprietary calculation and documentation software, continuously updated to reflect evolving tax law and IRS guidance. All client records are maintained in a secure, encrypted environment with redundant backups for maximum data protection.
Seeking services on behalf of a client?
Serving Your Clients Means Respecting You Too.
Ethical conduct doesn’t end with client engagements, it extends to the CPAs, accountants, financial advisors, and consulting professionals who entrust us with their client relationships. We understand that your reputation is on the line when you make a referral. That’s why we created our Strategic Alliance Program, a model that upholds PTG’s core values while delivering our services on your client’s behalf. Members of our program can expect a dedicated Code of Ethics designed to protect your client relationships, promote transparency, and eliminate conflicts of interest.
Defensibility
Defensible By Design.
At Prime Tax Group, integrity guides everything we do. We don’t chase aggressive claims or push the envelope just to maximize credits. Instead, we follow a rigorous, proven process to accurately determine Qualified Research Expenditures (QREs).
Using our proprietary software platform updated multiple times a year, we evaluate QREs across the three IRS approved calculation methods. This comprehensive approach ensures we select the most defensible, audit-ready model tailored to your unique situation.
Our commitment is clear: deliver tax credit benefits built on accuracy, transparency, and long-term protection from audit risk and penalties.
Trust Is Earned. We're Ready To Earn Yours.
If you’re considering engaging with us for services, we’ll walk you through exactly how we protect your interests at every step.
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Prime Tax Group, LLC
Quick Links
Contact Info
- +1 (512) 853-9888
- info@primetaxgroup.com
Corporate Office:
3960 Howard Hughes Parkway, Suite 500 Las Vegas, NV 89169
Austin Office:
2101 S I-35, Suite 105 Austin, TX 78741