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 TESTIMONIALS

  • I have worked with Stefanie and her team since 2010 to provide R&D tax credit studies to my clients. They have consistently provided a high level of expertise and quality service to my clients in the manufacturing, agricultural, technology, and pharmaceutical industries. They estimate the tax benefit up front for my clients and consistently work to maximize the final tax credit amount. These significant tax savings have allowed my clients to reinvest in future innovation and grow their businesses.

    David Poparad, CPA, Partner
    Grennan Fender CPAs
    www.grennanfender.com

    Grennan Fender CPAs

  • Stefanie and her team completed our R&D studies from 2010-2013. The team quickly understood the complexities of our business and changes each year which allowed them to be effective in maximizing our credits. Stefanie and Kimberly built good relationships with our technical personnel and they responded well to them. Furthermore, her team built strong connections with plant level personnel so year to year transitions were managed effectively. The team was efficient in facilitating the project and it became easier each year with less time required from myself the last 2 years. Finally, the team was able to quickly and effectively answer any questions from me or the Big 4 firm signing our tax return. I am very happy with the outcomes and the client service provided. I would not hesitate to hire them again and strongly recommend them to anyone looking to outsource this credit.

    Jason Burleson, North America Tax Manager
    Kemira
    www.kemira.com

    Kemira

  • The cost segregation report was great and everything worked out very well from my perspective as it relates to the tax preparation. Thank you for the great service!

    Damon Eisma,
    Eisma & Eisma Attorneys at Law

    Eisma & Eisma Attorneys at Law

  • Advanta was able to understand our business, interview people in various departments and prepare a detailed report to support the research credits in a way that was easy to follow and understand. Stefanie demonstrated strong technical expertise in this area that helped us maximize the credits.

    David Brown, CFO
    Lundell Manufacturing Corporation
    www.lundellmfg.com

    Lundell Manufacturing Corporation

  • At Digital Additive, we knew our software development work would qualify us for research and development credits. However, finding the time to understand the requirements, document our work and demonstrate why we qualify for the credit was a daunting and overwhelming task to try and take on while running our business.

    Luckily for us, we were introduced to Stefanie at Advanta, and from our first meeting, I felt we had found someone with the knowledge and expertise that we could trust and who would do the heavy lifting that we didn't have the time or experience to do. Stefanie's team consistently guided us through the process and communication has always been clear, helpful, and timely.

    We've partnered with Advanta for the past couple of years and have realized tremendous benefits through the R&D credits that Advanta has helped us receive. Now, our teams know what to look for throughout the year, and it is no longer a daunting challenge to create the documentation for the R&D credit. We look forward to continuing our partnership with Advanta and the opportunities it provides to us.

    Kevin Moran, Partner | Creative & Technology Director
    Digital Additive

    Digital Additive

Our Locations

Advanta Tax Advisors, LLC Headquarters:

One Glenlake Parkway, Suite 700, Atlanta, Georgia 30328

Office Locations: New York/New Jersey | Charlotte | Orlando

One Glenlake building