About DOUGLAS

---

Over the last 9 months I have successfully generated $1,088,991 for 5 companies:  Flooring Store, A/C Contractor, Medical Staffing, Health Food Store, Warehouse Distributor. 

My expertise includes a very simple and transparent education process. I help clients understand how to qualify for these local, state and federal programs based on their business & financial activities over the last 3 years. These are IRS approved methods that have been available for the last 10 years. 

We take the mystery out of tax credits & incentives for the small & medium size business owners. We find money that you & your CPA have overlooked. 

I donate 1% of whatever is recovered to a charity of my client's choosing.

My experience with tax credits began with my own S-Corp. I had a friend and business associate contact me about tax credits and federal programs available for small and mid-sized businesses. I had heard of these programs, but didn't think I was eligible. 

I immediately contacted my CPA. However, my CPA didn't know much about the programs and wasn't interested in assisting me in trying to claim these tax credits. I decided it was my money and if I was eligible that I would apply. 

I researched the programs and investigated the process for applying. After completing a feasibility study, I ended up with a refund that surpassed my expectations. That's when I realized other businesses need to learn about these programs. So I decided to start my own tax credit consulting business to educate and help other  business owners in North Dallas utilize this valuable tool that so many have over looked. 

Prior to starting my tax credit advisory, I worked for over 35 years in professional sales & consulting. I have been licensed in the insurance and financial services industry since 1985. I was a national top producer for GE Capital Long Term Care. I was a Registered Investment Advisor. I have had several of my own corporations and know what it takes to be successful.  

I hold high the traditional professional values in which serving the client is always the highest priority. I come from a background of a fiduciary first responsibility. As William Penn pointed out, “We pass through this world but once, so do now any good you can do, and show now any kindness you can show, for we shall not pass this way again.” 

I have been happily married for 40 years. We have two grandchildren that we adore. The best part is we get to give them back once they wear us out. I enjoy playing bridge, golf, RVing & pickleball.