Case Studies

Case Study #1 – The Winery

Large family owned San Joaquin Valley winery with annual revenues of nearly $50 million. RIG performed a Federal and California R&D Tax Credit study, and a California Enterprise Zone Tax Credit study for the 2009 through 2013 tax years. The results of our study are as follows:

2009 – 2013 Federal R&D Tax Credits   $430,000
2009 – 2013 California R&D Tax Credits $350,000
2009 – 2013 California Enterprise Zone Tax Credits $740,000
Total Tax Savings $1,520,000

Case Study #2 – The Mortgage Lender

Large mortgage lender founded in 2003. The company is one of the most successful mortgage banking operations in the country. To date the company has completed over $8 billion in loans. RIG performed a California Enterprise Zone Tax Credit study for the 2012 & 2013 tax years. The results of our study are as follows:

2012 – 2013 California Enterprise Zone Tax Credits $600,000
2013 Federal Work opportunity Tax Credit $45,000
Total Tax Savings $645,000

Case Study #3 – The Almond Grower

The world’s largest almond processing and marketing company in the country, producing over 80% of the world’s almond supply. RIG performed a Federal and California R&D Tax Credit study for the 2012 tax year. The results of our study are as follows:

2012 Federal R&D Tax Credit $270,000
2012 California R&D Tax Credit $280,000
Total Tax Savings $550,000

Case Study #4 – The Software Developer

A leading technology consulting firm founded in 1996 specializing in technology solutions across three practice areas: Integrated Solutions, Network Technologies and Professional Services.   The company has grown to become one of the foremost IT services organizations in the world. RIG performed a Federal and California R&D Tax Credit study for the 2012 & 2013 tax years. The results of our study are as follows:

2012 & 2013 Federal R&D Tax Credits $700,000
2012 & 2013 California R&D Tax Credits $100,000
Total Tax Savings $800,000

Case Study #5 – The Food Processor

One of the largest pickle and condiment manufacturers in the country. The company, founded in 1930, ships its products throughout the country and internationally. RIG performed a Federal and California R&D Tax Credit study, and a California Enterprise Zone Tax Credit study for the 2010 through 2013 tax years. The results of our study are as follows:

2010 – 2013 Federal R&D Tax Credits $700,000
2010 – 2013 California R&D Tax Credits $500,000
2013 California Enterprise Zone Tax Credits $1,500,000
Total Tax Savings $2,700,000

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