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CompanyProfile

Claim your business tax credit at zero upfront cost

trike Tax Advisory was founded in 2019 in the
tech mecca of Boise, Idaho, when Jonathan
Cardella, a serial tech entrepreneur, grasped
S the power and potential of R&D tax credits.
Having engaged a midsize firm to calculate and claim
his own tax credits, Cardella was determined to make
the process more seamless and frictionless. "The R&D
Tax Credit is an $18 billion government-initiated incen-
tive designed to drive innovation in U.S.-based compa-
nies," Cardella said. "We help them claim upwards of 15
percent for qualifying expenses with a success-based fee
structure and no out-of-pocket costs." ISO/MLS contact:

Today, the tax credit consulting and advisory firm Tyler Kem, Co-Founder & President
focuses on R&D Tax Credit and Employee Retention
Tax Credit (ERTC) filing services. Strike co-founder and tyler@striketax.com
president Tyler Kem, former owner of Visionary Tax, 714-251-6126
and Casey Barka, director of R&D at Strike, lead sales
and operations. A strategic partner network of financial www.striketax.com
service professionals co-market the company's services,
extending service reach across the financial services
ecosystem. following years." Cardella went on to say that Strike
works with financial services stakeholders, including
Fast-growing company business owners, CPA firms, accountants, attorneys and
consultants, to remove barriers to understanding and
As he reflected on the last two years, Cardella noted that rightfully claiming tax credits.
Strike has over 200 clients and a network of over 100
partners. After returning over $50 million in credits to Qualified experts, industries
business owners, the company is beta testing its software
product in preparation for a broader launch. "From the Each industry operates on specific activities, Cardella
beginning, Strike's mission is to enable any business, of stated, adding that these activities are the building
any size, to claim the tax credits they are entitled to— blocks of a company's potential R&D Tax Credit from
without any upfront costs," Cardella said. "Our goal is to the IRS. He cited the following sectors as examples of
demystify the tax credit process and help innovators keep highly qualified for receiving R&D tax credits: aerospace
innovating and allow their companies to scale." and defense, alcoholic beverages, architecture and
engineering, food and beverage, industrial hemp and
Strike's professional tax credit and consulting services CBD, manufacturing, medical and pharmaceutical, and
are at par with the Big Four accounting firms, as well as software and technology.
national and regional tax specialty niche firms, Cardella
noted, and include unlimited hours of audit support The ERTC is designed to support small business owners
and insurance-backed credit claims. The fast-growing through government-imposed shutdowns. Additional
company, with a staff of 25, signed its 100th client in June federal legislation, passed in 2021 under the Consolidated
2021, and its 100th partner in October of that year. Appropriations Act and the American Rescue
Act, expanded ERTC eligibility. Impacted industries that
Innovation pipeline qualify for ERTC include dentistry practices, restaurants,
gyms, massage therapy clinics, nail and hair salons, real
Looking ahead, Cardella mentioned Strike is developing estate brokers, clubs and bars, boutique hotels, medical
R&D and tax credit software to further streamline financial clinics, performing arts organizations, retail stores, day
document management and information gathering. care centers, and travel related businesses, Cardella noted.
Noting that most CPAs and professional service providers
do not focus on tax credit consulting, Cardella said Strike Throughout ever-changing tax laws, Cardella stated,
is building its platform to simplify complex tax credit Strike will always support and guide its clients. "Our
calculations and improve the user experience. "We're experts are skilled in asking the right questions to
excited to roll out our tax credit software nationwide in qualify your company in a matter of minutes," he said.
January 2022," Cardella said, "And Strike will continue "It's generally not a question of if you qualify, but for how
to add new features, credits, and incentives over the much."

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