Fuel Innovation. Maximize

Incentives.Stay Compliant.

At Citrus Group, we help businesses unlock the full value of their innovation through our strategic services and advisory.

Whether you're developing new products, improving processes, in need of tax credits, or investing in technology, our

professional-led team ensures you capture every eligible opportunity—while staying fully compliant.

What We Offer

R&D Tax Credit Studies

Identify and document qualifying R&D activities

to claim federal and state tax credits.

Includes:

Eligibility assessments using IRS’s four-part test
Expense tracking and documentation
Credit calculation and filing support
Amended returns for prior-year claims

Technical Advisory &

Innovation Strategy

Align your innovation efforts with tax-saving

strategies and operational efficiency.

Includes:

Process improvement analysis
Software and automation project reviews
Cost segregation for R&D-related assets
ESG and sustainability innovation support

Compliance &

Audit Defense

Ensure your R&D claims are audit-ready and defensible.

Includes:

IRS and state audit representation
Risk mitigation and documentation review
Compliance with evolving tax laws and standards

Tailored services for

high-innovation sectors:

Includes:

Manufacturing: Tooling, automation, and process design
Technology: Software, cloud, and cybersecurity development
Life Sciences: Biotech, pharma, and clinical trials
Engineering & Architecture: Green building and design optimization

What Makes Our Advisory Services Different?

Cross-Functional Collaboration

Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.

Customized, Not Cookie-Cutter

Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.

Proactive, Not Reactive

We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.

At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:

1- Real-Time Financial Intelligence

Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:

Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions

2- Predictive Planning & Forecasting

We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:

Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions

Why Choose Citrus Group?

Integrated Expertise.

Unified Strategy.

At Citrus Group, we don’t just offer R&D tax services, we deliver end-to-end innovation support through our integrated professional services model. Our team includes CPAs, tax advisors, legal experts, and business consultants who work together to provide: