Case Studies

Case Study #1 – The Winery

Large family owned San Joaquin Valley winery with annual revenues of nearly $50 million. ROMO 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:

2001 – 2009 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. ROMO 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 Handler

The largest almond processing and marketing company in the world, supplying almonds to every major almond market across the globe. ROMO 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 Credits $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. ROMO 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 Credit $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. ROMO 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:

2012 & 2013 Federal R&D Tax Credits $700,000
2012 & 2013 California R&D Tax Credit $500,000
2013 California Enterprise Zone Tax Credits $1,500,000
Total Tax Savings $2,700,000

Contact Us

Romo Incentives Group

785 Orchard Drive
Folsom, CA 95630
Suite 105
Toll Free: 866.941.8383
Local: 916.941.0350
info@romogroup.com

“With more than forty newspapers and most of those located in California, it was important for us to work with consultants well-versed in California tax incentives. Romo Incentives Group’s experience as former corporate tax auditors was instrumental in their identification of significant tax savings for our company.”

Steve Barkmeier, Tax Director
Media News Group, Inc.

Steve Barkmeier, Tax Director, Media News Group, Inc.

“Whoever wrote, ‘Nothing is certain but death and taxes’, has never worked with Romo Incentives Group.”

Darren Morris, President
Pacific Coast Building Services

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“Romo Incentives Group helped us achieve tremendous savings claiming both federal and state tax incentives. ROMO identified the eligible programs and performed all work necessary to secure our tax credits. The engagement was completed in a timely manner with minimal assistance from our staff.”

Lisa Limcaco, Controller World of Good Taste, Inc.
(La Bou & Lemon Grass)

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“ROMO’s expertise led to results that far exceeded our expectations. As a result, we value the ongoing relationship.”

Matt Black, Tax Director
The McClatchy Company

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“ROMO’s knowledge of current and developing tax issues benefited our company with savings that exceeded our expectations. They always conduct themselves in the most professional manner and we look forward to working together on future projects.”

Ken Irwin, Tax Director
Pacific Coast Companies, Inc.

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