PSG | Our Clients | Delivering Satisfaction Year After Year
Client Testimonials — PSG Tax Credits Group
PSG’s principals have provided business incentive consulting services to hundreds of companies over the past 20 years. We’re honored to have been given the opportunity to advise each and every one of them on maximizing the benefits of various state and federal tax incentive programs. A representative list of past and current clients includes:
| • The Clorox Company • Salesforce.com • Logitech, Inc. • Juniper Networks, Inc. • Atheros Communications, Inc. • Cavium Networks, Inc. • Palo Alto Networks • LSI Corp. • Marriott International • Joie De Vivre Hospitality • Skullcandy, Inc. |
• Latham & Watkins, LLP • Goodby, Silverstein & Partners • AMEC Geomatrix, Inc. • Anshen + Allen • Renaissance Parc 55 Hotel • Michael Stead Dealership Group • Joseph Schmidt Confections • Lithia Motors • Plant Construction Co. • San Francisco Honda |
“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, the PSG 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.
“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.
“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 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.