Business Group Resources (BGR) has helped businesses across a range of industries realize millions of dollars in savings from available business incentive programs. Cutting costs and increasing profits are critical to every business, especially during difficult economic times. However, even when times are good, your company cannot afford to overlook opportunities to improve the bottom line with incentives, grants, and other economic development programs offered through federal, state, and local programs. Business Group Resources (BGR) is focused on assisting companies in obtaining maximum value from incentives and profit recovery programs. Our integrated suite of consulting services is designed to facilitate a wide range of lucrative programs for your company. Please review the following attachments. Complete, sign and return to be to begin the estimated 8-10 week process. When ready, let us carve out time to review the program and set the expectation of the process.

1. Did you know…

2. Introduction
• Over the past 35 years the government has enacted over 700 Congressionally mandated
dollar-for-dollar incentives and credits designed to help small businesses keep jobs in
their local community
• A major university study[1] showed that only 5% of eligible small companies take
advantage of these unclaimed refund incentives even though they are entitled to them!
• Many companies do not take advantage of these incentives simply because
they just don’t know about them!
If you are owed these Incentives & Tax Credits for previous
years… wouldn’t you want to find out about them?
Note: [1] Mercatus Center – George Mason University

3. Introduction
• A great example is the Carrier story…

4. Introduction
• Congress enacted the Research & Development Tax Credit in 1981
and according to recent IRS data[1], has since been expanded through
several administrations
• However, out of 1.78 million corporate tax returns[2] in the US, only
20,000 claimed any of these business tax incentives
• The Wall Street Journal[3] discovered that 19 out of 20 businesses that
qualified for these benefits are not claiming them although they are
fully entitled to them!
Note: [1] http://www.irs.gov/uac/SOI-Tax-Stats-Corporation-Research-Credit
Note: [2] Includes returns of active corporations, other than Forms 1120S, 1120-REIT and 1120-RIC
Note: [3] http://www.wsj.com/articles/SB10000872396390444025204577543060812237798

5. Why Are These Incentives Offered?
• Tax incentives were created by Congress to keep American jobs on
American soil
• Economic stimulus encouraging investment in the US
• Create innovation and growth
• Encourage Entrepreneurship

6. Major Small Business Incentives & Credits
• State & Federal Hiring Credits
• Work Opportunity Tax Credits (WOTC)
• On-the-Job-Training Employer Reimbursement Program
• Research & Development Credits / Business Development Credits
• ENERGY EFFICIENT COMMERCIAL BUILDING DEDUCTION – 179D (EECBTD)
There are over 700 federal, state and local credits & incentives
available for businesses, but the most lucrative are:

7. The 5 Myths of the R&D Tax Credit
1 These Credits & Incentives are only for large companies
Nothing could be further from the truth. Whether you have a company with
hundreds of employees or are a sole proprietor, you may very well qualify for
these Credits & Incentives that could be worth tens of thousands of dollars to you.
2 These are only for companies who invent something new
You could very well be eligible if you simply modify or improve an existing product
or
service.
3 The R&D Tax Credit won’t help me with my State taxes
In addition to Federal Tax Credits & Incentives, almost 40 States also offer their own
additional Tax Credits & Incentives.
4 The R&D Tax Credits are too complicated to get
We make the process simple and easy for you. Through our team of tax
professionals,
we help discover what you may qualify for and help you get back the money you
deserve!
5 This all sounds too good to be true
Just because we don’t know about something doesn’t make it untrue. It just means
we don’t know about it yet. Remember, these were enacted by Congress over 35

8. Service & Value of BGR
• Discovering a hidden and immediate source of cash for your business
• Creating a significant potential reduction to current and future years
of Federal & State liabilities
• Businesses can take tax credits for the last 3 years for Federal returns
and the last 4 years for State returns
• Tax credits may carry forward 20 years
• Annual review & ongoing R&D credits and other programs

9. Who Can Qualify?
• Manufacturing
• Construction
• Engineering
• Textiles
• Agriculture
• Automotive
• Financial Services
• Software
• Consumer Products
• Entertainment &
Media
• Food Processing
• Doctors
• Dentists
• Chiropractors
• Medical Devices
• Fashion Designer
• Oil & Gas
• Consulting
• Chemical & Plastics
• Telecommunications
• Website Development
• Paper & Forest Products
And many more!
Strictly retail type business are generally not a good fit for these programs

10. OK, so here’s the catch. There are 3 qualifications
for you to be eligible for these benefits…
Observe the “Rule of 1” - There must be at least one employee on
payroll (There are some credits for companies paying 1099 employees)
Observe the “Being Creative” rule - The business must be creative
or expanding in nature
Observe the “Paid Taxes” rule - They must have paid taxes for the
years they want to receive these benefits

11. Recent Success Examples
Dental Office
S Corp - 2 Shareholders - 10 employees
Aliso Viejo, CA
$31,000 in Federal & State Incentives
Commercial Construction Company
S Corp - 4 Shareholders - 50+ employees
Long Beach, CA & the Western States
$262,000 in Federal & State Incentives
Coin Stamping Business
LLC - 2 Partners - 3 employees
Westminster, CA
$44,000 in Federal & State Incentives
Plastering Contractor
S Corp - 1 Shareholder - 15 employees
Torrance, CA
$29,000 in Federal & State Incentives
Chiropractor Office
Sole Proprietor - 10 employees
Philadelphia, PA
$47,700 in Federal & State Incentives
Engineering Firm
S Corp - 2 Shareholders - 6 employees
Riverside, CA
$28,000 in Federal & State Incentives
Commercial Plumbing Company
S Corp - 2 Shareholders - 11 employees
Lakewood, CA
$155,421 in Federal & State Incentives
Architectural Firm
S Corp - 2 Shareholders - 14 employees
Lakewood, CA
$155,000 in Federal & State Incentives

12. Highly Qualified Back-Office
Business Group Resources (BGR) is strictly a marketing firm. Business Group Resources (BGR) and its
employees and sales representatives are NOT licensed tax preparers and do NOT offer tax advice of any kind.
Business Group Resources is a marketing firm associated
with Business Incentive Solutions. The team of tax-
professionals at BIS specialize in helping small companies
discover the incentives & rebates they did not know they
were entitled to. BIS has a highly qualified and very
specialized team of tax-professionals and over the past
10 years, they have helped over 5,000 small businesses
get back the money they deserve.

13. How do you get started?
• It’s simple! We help you complete the 4 page
BGR Confidentiality & Information form and
the team of tax-professionals we work with
will prepare a free analysis of what you may
qualify to get back.
Business Group Resources (BGR) is strictly a marketing firm. Business Group Resources (BGR) and its
employees and sales representatives are NOT licensed tax preparers and do NOT offer tax advice of any kind.

14. Questions?
• Call William Peetoom (858) 333-6893
• wpeetoom@businessgroupresources.com
• www.businessgroupresources.com
• We look forward to helping you get back the money you deserve!