Business Details
34 Years
experience
Expert Tax Credit & Financial Solutions in South Burlington, VT
Since 1992, Business Resource Services has been dedicated to helping businesses enhance their financial performance through specialized tax strategies and advisory services. Our team combines technical expertise with financial acumen to deliver tailored solutions that maximize savings and improve cash flow. With decades of experience in R&D tax credits, cost segregation analysis, and Section 179D deductions, we serve a diverse range of industries, from manufacturing and technology to healthcare and life sciences.Our approach emphasizes collaboration, ensuring clients receive audit-ready documentation and personalized support. Trusted by both established enterprises and emerging startups, we prioritize transparency, professionalism, and measurable results. Our commitment to innovation and client satisfaction has solidified our reputation as a leader in tax credit optimization and strategic financial planning.
Services
R&D Tax Credits
Cost Segregation Analysis
Section 179D Deductions
Family CFO Services
Blue Edge Business
Tax Benefit Studies
Commercial Real Estate Tax
ERTC Claims
Health Insurance Plans
401k Planning
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of experience in R&D tax credit advisory services.
- Our team includes certified engineers and accountants with industry-specific expertise.
- We deliver fixed-fee pricing with no hidden costs for tax credit studies.
- We provide full audit support and documentation for all services.
- Our success rate includes thousands of completed R&D tax credit studies.
What people say
Received $40,000 in refunds
Significant advantage for our business
Financial peace of mind
Simplified financial operations
Exceptional expertise and support
Services
R&D Tax Credits
R&D Tax Credits reward businesses for innovation and technical development. We identify eligible activities in manufacturing, engineering, software, and life sciences to generate federal and state tax savings. Our studies quantify credits worth 5-10x their cost, with audit-ready documentation and support.
Cost Segregation Analysis
Cost Segregation Analysis accelerates depreciation for commercial real estate owners. We identify overlooked assets in building purchases or renovations, reducing taxable income by reclassifying property components for faster depreciation. This strategy provides immediate cash flow benefits and long-term tax savings.
Section 179D Deductions
Section 179D deductions reward energy-efficient commercial building improvements. We help owners and designers qualify for $1.80/sq ft deductions by optimizing lighting, HVAC, and building envelope systems. This strategy reduces tax liability while promoting sustainable construction practices.
Family CFO Services
Family CFO Services provide comprehensive financial management for high-net-worth individuals. We coordinate investment portfolios, tax planning, estate management, and budget oversight. Our personalized approach simplifies complex financial lives while ensuring strategic decision-making and professional coordination.
Blue Edge Business
Blue Edge Business offers self-funded health plans with premium refund opportunities for Vermont employers. These plans combine predictable costs with potential refunds tied to low claims activity. Designed for businesses with 5+ employees, they include wellness incentives and HSA compatibility for cost-effective coverage.
People
Dave Fleischer
Principal
Dave Fleischer leads BRS's R&D Tax Credit team with 25+ years of experience in strategic tax planning. He specializes in helping small to mid-sized businesses claim federal and state tax credits through audit-ready studies.
Tara Dugan Banks
CPA
Tara Dugan Banks provides Family CFO services with 30 years of financial expertise. As a licensed CPA, she manages complex personal finances for individuals and families, coordinating with attorneys, investment managers, and tax professionals.
Questions
How do R&D tax credits benefit my business?
R&D tax credits reduce tax liability by 10-20% of qualifying research expenses. Businesses can claim refunds for past expenses or apply credits to future taxes.
What qualifies as research activity for tax credits?
Product development, process improvements, and technological innovation qualify. Activities must involve technical uncertainty resolution and documented experimentation.
How does Blue Edge Business health insurance save costs?
Blue Edge plans offer premium refunds through shared savings. 70% of enrolled businesses receive average refunds of $1,365 per employee annually.
Can startups claim R&D tax credits?
Yes. Startups without tax liability may apply credits toward payroll taxes under specific IRS guidelines.
What services does Family CFO provide?
Family CFO manages investment portfolios, tax planning, budgeting, and financial reporting. Services include bill payments, estate coordination, and professional liaison activities.
How does cost segregation analysis work?
This strategy reclassifies building components for faster depreciation. We identify overlooked assets in construction or renovation projects to accelerate tax deductions.
