alliantgroup is a national tax consulting services firm that works with CPA firms and their business clients to identify and claim available federal and state government-sponsored tax credits and incentives.
History
alliantgroup was founded in 2002 by Jim M. Jacobsen, Dhaval Jadav and Shane Frank. Prior to alliantgroup, Jadav was an employee of Deloitte & Touche and the Internal Revenue Service. Frank is a former lawyer. alliantgroup’s founders noticed the lack of small and midsize businesses that were applying for the R&D tax credit that had been around since 1981, and began the firm in part to help more businesses take advantage of this type of credit. In 2014, alliantgroup moved its headquarters to a LEED Platinum certified building in Houston, Texas that was designed by Kirksey Architecture. As of 2015, the company had over 600 employees in total. In 2016, roughly 460 employees were working at its Houston branch. The firm has employed people of varying roles and responsibilities including CPAs, engineers, chemists, biologists PhD’s and specialists in information technology. On June 19, 2012, Bloomberg published an article stating that two whistleblowers had filed a claim with the Internal Revenue Service, alleging that alliantgroup had helped clients evade taxes. The claim was filed as part of the IRS’s whistleblower program, in which informers could potentially earn a portion of the recovered funds if their claims are deemed to be true. In 2013, the IRS rejected the claim against alliantgroup. As of 2017, alliantgroup had branches in New York, Chicago, Irvine, Boston, Sacramento, Indianapolis, Orlando and Washington, D.C.
Services
alliantgroup assists companies in obtaining tax incentives for specific activities. According to their website, their core services have included:
alliantgroup directors and board members have included individuals whose backgrounds include former congressmen and women, IRS and business executives:
Prior to joining alliantgroup as national managing director, Dean Zerbe served as senior tax counsel for the U.S. Senate Finance Committee from 2001-2008. Zerbe has been profiled on Keith Olbermann’s MSNBC show for his comments on Wyclef Jean’s Haitian relief fund.
In 2010, alliantgroup announced that Jim Ramstad, former U.S. Congressman would join the firm as a senior advisor.
In 2012, Bob Riley, former governor and U.S. Congressman joined alliantgroup as a director.
In January 2014, it was announced that Steven T. Miller, former acting Commissioner of Internal Revenue would join alliantgroup as national director of tax issues. Miller resigned from the IRS in 2013.
In May 2016, alliantgroup announced that former U.S. Congressman of New York, Rick Lazio was appointed as senior director of the firm.
