Business Details
38 Years
experience
Expert Tax Credit & Financial Solutions in Vermont
Since 1988 Business Resource Services has specialized in empowering small and mid-sized businesses through strategic financial solutions. Our expertise spans R&D tax credit optimization, cost segregation analysis, energy efficiency deductions, and customized health plan administration. With a focus on New England markets, we provide access to Blue Edge Business Health Plans, Family CFO services, and specialized tax strategies designed to enhance cash flow and long-term financial stability.Our team combines engineering and accounting professionals to deliver audit-ready documentation, fixed-fee pricing structures, and comprehensive support for federal and state tax incentives. Through decades of experience, we've helped clients across diverse industries including manufacturing, life sciences, and technology sectors achieve significant tax savings and operational efficiencies.
Services
R&D Tax Credit Studies
Blue Edge Health Plans
Cost Segregation Analysis
Section 179D Deductions
Family CFO Services
Details
- Year established: 1988
Highlights and features
- 25 years of specialized R&D tax credit expertise
- Proven success with thousands of completed studies
- Combines engineering and accounting professionals
- Fixed-fee pricing structure with audit support
- Industry-specific solutions across 15+ sectors
What people say
Premium refunds
$1.6M tax credit
Exceptional service
Cash flow improvement
Audit-ready documentation
Services
R&D Tax Credit Study
Our R&D tax credit studies quantify eligible research expenses and prepare full documentation for federal and state filings. We help businesses recover up to 20% of qualified R&D costs through detailed technical and financial analysis. Our team handles all aspects of the study, requiring only 3-5 hours of client time from finance and technical teams.
Blue Edge Business Health Plans
These Vermont-based health plans offer businesses potential premium refunds through favorable claims performance. With four plan designs and HSA/HRA compatibility, we help companies with 5+ employees reduce healthcare costs while maintaining comprehensive coverage. The program includes new acupuncture benefits for 2025 plans.
Cost Segregation Analysis
Our cost segregation services identify accelerated depreciation opportunities for commercial property owners. This tax strategy reduces current tax liabilities by reclassifying property components into shorter depreciation periods. We provide detailed engineering analysis to support maximum tax benefits for real estate investments.
Section 179D Deductions
We help commercial building owners claim up to $5.65 per square foot in tax deductions for energy-efficient improvements. Our services cover qualification assessment, documentation preparation, and compliance verification for both private and government-owned properties undergoing energy upgrades.
Family CFO Services
Our Family CFO services provide comprehensive financial oversight for high-net-worth individuals. We coordinate investment portfolios, tax planning, estate management, and daily financial operations with personalized, confidential service. The program includes vendor management and regular financial reporting tailored to client needs.
People
Dave Fleischer
Principal
Dave Fleischer leads BRS's R&D tax credit team with expertise in helping businesses recover tax credits. He has helped companies secure hundreds of thousands in federal and state tax benefits through strategic IRS regulation application.
Tara Dugan Banks
Family CFO
Tara Dugan Banks provides personalized financial management services with 30 years of industry experience. As a licensed CPA, she coordinates complex financial affairs for individuals and families, serving as liaison between multiple financial professionals.
Questions
What R&D tax credits are available for small businesses?
Eligible businesses can claim up to 20% of qualified R&D expenses. Startups may apply credits against payroll taxes, with typical ROI of 5-10 times study costs.
How do Blue Edge Business health plans work?
These Vermont plans combine self-funding flexibility with capped costs. Businesses with 5+ employees may receive premium refunds based on favorable claims performance.
What is cost segregation analysis?
This strategy reclassifies property components for accelerated depreciation, reducing current tax liabilities through detailed engineering and financial analysis of commercial properties.
Can I claim past R&D tax credits?
Businesses may amend returns for up to 3 prior years to claim missed R&D credits. Our team documents eligible expenses and prepares complete audit-ready filings.
What industries qualify for tax credits?
Manufacturing, engineering, agriculture, food processing, biotech, software development, and construction industries all qualify for various federal and state tax incentives.
How does the Family CFO service operate?
We provide personalized financial oversight including investment coordination, tax planning, and daily financial management with customized reporting and professional service integration.
