PSG | Our Clients | Delivering Satisfaction Year After Year
Client Testimonials — PSG Tax Credits Group
“We have worked with Eric Bates for almost 10 years on our annual R&D Tax Credit studies. Eric has consistently provided us with excellent service through his comprehensive work on our R&D credit. Eric is very personable and professional in working with Clorox personnel. Through his extensive knowledge of our Company's R&D function, Eric has been an invaluable resource to the Tax Department, especially in dealing with the IRS upon audit. He is very thorough in his process, which enables a smooth and seamless study every year. Moreover, he constantly seeks to improve it. We are extremely pleased with the service that he has provided over the years.” Tina Robillard and Mary Chew, Tax Managers, The Clorox Company
“As the largest boutique hotel collection in California, we've relied on PSG's enterprise zone expertise for more than a decade. Doing business in cities like San Francisco can be very expensive, and the tax incentives we've been able to secure for our hotels have been a big help in offsetting those costs.” Michael Wisner, CFO, Joie De Vivre Hospitality
“I have worked with Eric Bates for nearly 10 years on R&D Tax Credit projects while at two different companies. Eric has always maintained a rapport and trust with the engineering teams that has allowed for a thorough development of the information needed by the Tax Department to support our credit claims. His understanding of our business allows for more meaningful discussions with engineers and in turn helps the Tax Department better understand the overall R&D efforts of the company. More importantly, these traits have enabled Eric to manage and complete these engagements year-over-year in a seamless manner with minimal assistance from the Tax Department. The result of these efforts has been his helping our company secure tens of millions of dollars in federal and state credits.” Jim Smith, Senior Tax Manager, Juniper Networks, Inc.
“After hiring PSG to review our tax credit potential for our Sacramento and Bay Area locations, David and his team more than doubled the benefits we had been achieving on our own. We were thrilled with the results.” Kevin Lee, Controller, Del Monte Meat Co, Inc.
“As an owner/operator of several McDonald's restaurants in the Salinas Valley, it was important for me to work with a consulting firm with a demonstrated knowledge of the Enterprise Zone and WOTC programs. I hired PSG on the recommendation of my CPA, and they've done a tremendous job helping us take advantage of the tax savings. Raymond Costa, President, RHC Management Co.
“I have found Joe and his team to be of great service in helping us facilitate our WOTC and Enterprise Zone credit opportunities. Furthermore, they have been a valuable resource for my accountant, and extremely diligent in their efforts to maximize our tax savings opportunity.” John Abbate, President, Alia Corp.
“Rarely do I provide testimonials. In the case of David, Joe and PSG, I am happy to share my experience. For the greater part of a decade our regional accounting firm assured us we were claiming and receiving our full Enterprise Zone credits. As it turns out, we were not. We hired PSG and were pleased with the value they delivered in rightfully identifying the full range of benefits earned, in many cases retroactively.” John Boas, President, San Francisco Honda
“Eric Bates has assisted with salesforce.com's research tax credit study over the past five years. He has become a trusted partner by consistently demonstrating solid technical knowledge of the subject matter and a high degree of professionalism. Eric strives for excellence in his work, supports salesforce.com with enthusiasm and conducts the study in the most efficient manner. Eric is reliable and has always delivered results.” Wendy Lee, Domestic Tax Director, salesforce.com
“Joe and his gang were awesome. They saved us a ton of money in taxes with little effort on our part to navigate the red tape.” Jim Kaye, President, Plastic Package, Inc.
“I have been approached by countless service providers over the years to capture enterprise zone credits, yet I've never had such a positive impression of any one of them as I have with Joseph Abdallah and PSG. Joseph came to us with a strong recommendation from our CPA and we are very pleased with our decision to engage him and his firm. They have made good on everything they said they would do for us and I am proud to be affiliated with Joseph and PSG.” Vincent Victorine, CFO, J.M. Equipment Co., Inc.
"Joe's expertise and professionalism helped our firm maximize the benefits of the California Enterprise Zone tax credit program. I would highly recommend his firm to anyone." Jackie Aboona, CFO, Enviro Tech Chemical Services, Inc.
“I have worked with Eric Bates for over 10 years. During that time he has assisted our Tax Department with numerous technical issues and projects. His ability to interact well with people all across the company, including those located in other countries, to manage projects efficiently and thoroughly, and his willingness to approach any technical challenge we ask his help with, has made him an invaluable asset to our Tax Department. On the R&D Credit side in particular, he has assisted us in securing several millions of dollars in federal and state credits. With acquisitions, he assists us with any necessary due diligence, credit calculations and/or credit substantiation work. He is always reliable and always provides us with the personalized service we need.” Anu Bedi, Worldwide Vice President, Tax, Logitech, Inc.
