“TEAM EXPERIENCE SINCE 2002”
The IRS says that “if you want to take advantage of the R&D tax credits,
we highly suggest you use a tax specialist”
WE ARE THAT TAX SPECIALIST!
Experience You Can Count On
Over 6,500 Happy Clients – $175 Million Incentives claimed
16 Years of experience – 17 CPA R&D Specialists – 35 Industry Specific Qualified Experts — 10 Experienced Processors – 30 Client Relations Field Representatives – Database of over 700 National, Regional, State and Local credits & incentives – Proprietary Software for client information protection
WE WORK TO EARN YOUR BUSINESS & TO GET YOU THE MAXIMUM REBATE THIS YEAR & EVERY YEAR.
OTHER TAX ACCOUNTANTS & CPAS MAKE SURE YOU PAY THE LOWEST AMOUNT IN TAXES ALL OUR CPAS DO ARE R&D TAX CREDITS & WE WORK TO GET YOU THE LARGEST REBATE
We can work with your CPA, not against them. The same would be true if you needed a tax attorney. You wouldn’t use your CPA, you would find a tax attorney.
PROCESS:
We will review the documentation submitted to determine eligibility for any incentives or credits client may be entitled to claim. If applying for the credits is a feasible opportunity, we will prepare and complete the necessary documentation that will substantiate your claim and allow for your refunds. We will depend on the financial data, comprehensive research, the project questionnaire, specific industry-related activities, and business behaviors to determine feasibility. Project Managers and/or CPA will contact you to review the submitted data and help avoid overlooking important information. It may be necessary for one of our Project Managers to visit your business, review allowable projects, interview employees, determine time allocation, and cost.
By taking the time to speak with these professionals, you will be contributing to the efficient preparation of your incentives and credits. We look forward to earning your business.
Dunhill Insurance has been serving you worldwide with expert financial services since 1992. Our goal is to provide insurance professionals with state of the art products and outstanding personal service. We are your one-stop-shop; helping you market insurance is our objective!
Learn how you can benefit from working with Dunhill:
- We will consistently provide you with superior back office support to do what’s best for your clients. Let our uncompromising agent support and superior industry knowledge consistently provide you with the right products and resources that will maximize your earnings potential!
- Our agents enjoy total support and better comp, which set us apart from our competition.
- We specialize in life and annuities. Our Marketing Department has over 70 combined years of experience. We even have our own Medical Director on staff who can assist you through the maze of impairments to get the very best results for your client. If necessary, our Medical Director is available to speak with your clients’ physicians directly or use his connections with underwriters to get your cases placed!
- With over 25 years in the business, Dunhill gives you a huge edge in the “Jumbo Case” market. We are experts in packaging cases with our 20+ highly rated insurance companies and have placed numerous cases of $100 million face and higher.
- Our New Business team is led by Cindy Rankin, who has over 25 years of industry experience in working directly with insurance carriers. When it comes to keeping a close eye on anything and everything needed for your pending, cases there is simply no one better than our New Business department!
- From online contracting to E-Apps to quotes and rates, you can trust Dunhill to bring you the technology you need.
Learn More About Our Team
Alan Palay
President / CEO
Kent Major
Chief Underwriter
David Sprenger
Vice President
Henry Cesena
Life & Annuity Specialist
Josh Tipton
Life & Annuity Specialist
Phone (414) 254-1733