Case Studies

“The reason we feel that the R&D Tax Credit is important is simple; it saves us money. This is money we can re-invest back into our business. We have been extremely satisfied with Black Line Group’s services. They make the process relatively easy and have contributed to the reduction of our tax liability. After three consecutive years of engagement, we can confidently say that they are the experts in the R&D Tax Credit field.”

“We came to Black Line Group (BLG) at the recommendation of our CPA firm for consultation on Research & Development tax credits. As a machine shop, we were not even sure we qualified for the credits. BLG personnel demonstrated outstanding knowledge of not only the R&D Credit but how it specifically applies to our industry. BLG walked us through the process of preparing to amend the previous three years tax returns and the current year’s return saving us hundreds of thousands of dollars in taxes. They prepared amazing back-up documentation for the credits. We were completely satisfied with the level of BLG’s performance on the project and we will use them each year going forward. They are fully committed to the interests of their customers and their team is enthusiastic and positive. It was a real pleasure to work with them, from both a human and professional point of view”Our company has worked with Black Line Group and filed for an R&D Tax Credit since the 2010 tax year. We had filed for this credit in the past, but got away from using it for several years until engaging Black Line Group. It is a detailed process that Black Line Group has a great deal of experience in, and not something we would have been successful in doing ourselves. We know and hear from other NTMA members that there has been a lot of concern regarding audits by the IRS in regards to companies that file for this credit. In most of the instances of audit, it was a result of trying to go back and amend prior year returns. In our case we chose not to go back and amend, but to simply claim credits for the current tax year and beyond. For our company, the benefits have been extremely meaningful! We have been very pleased with the ease of the process that Black Line Group has provided. They did all the background work with minimal interruption to our people. This is a viable and legal way to help reduce your R&D costs and improve your bottom line.”

“Our company has worked with Black Line Group and filed for an R&D Tax Credit since the 2010 tax year. We had filed for this credit in the past, but got away from using it for several years until engaging Black Line Group. It is a detailed process that Black Line Group has a great deal of experience in, and not something we would have been successful in doing ourselves. We know and hear from other NTMA members that there has been a lot of concern regarding audits by the IRS in regards to companies that file for this credit. In most of the instances of audit, it was a result of trying to go back and amend prior year returns. In our case we chose not to go back and amend, but to simply claim credits for the current tax year and beyond."

“We would like to say thank you for the great service we received from Black Line Group regarding the R&D Tax Credit Study you performed for us earlier this year. We noticed your booth at the NTMA conference in Colorado and realized it was time to get started on identifying and tracking our R&D efforts. LeanWerks is a production manufacturing facility and Black Line was able to help us identify all of our qualifying expenses for 3 years via a smooth and organized process. In addition, the documentation was provided for our tax accountants to immediately begin the amendment process without any further work on our part. The fee for this R&D service was fair and it more than paid for itself in credits. We received substantial federal and Utah state tax credits to apply to previous taxes and/or carry forward for future years. We would highly recommend the Black Line Group to other companies! We look forward to seeing you at the NTMA conference next year! Thanks again!”

“I would like to take a moment to thank you for the experience we had with Black Line Group. R&D tax credits are very important to organizations like ours. Custom Manufacturers in the US must find ways to add value through the best technology. We do this through engineering excellence. R&D tax credits provide a means to cushion the heavy costs that many times may never be recovered. Black Line Group made the sometimes exhausting preparation seem simple. I was personally involved with the process prior to Black Line and with Black Line. Black Line assigned an individual that actually knew something about our industry and our processes for R&D activity. Black Line is clearly the right partner for organizations like ours.”