Cunningham & Associates
Cunningham & Associates is a licensed, professional specialty financial services firm that offers high-level business tax consultancy services.
Working Together for Your Future
Cunningham & Associates is proud to provide top-notch tax, valuation, and consulting services. We're a relationship-based firm that aims to fully understand your goals and help you achieve them.
Tax Strategies
Our knowledgeable experts help you to effectively identify tax strategies to grow your business and scale for the future.
Transactional Planning
We'll help you identify and strategize all aspects of your individual or corporate transactions to maximize your tax savings.
Business Valuation
Our Certified Valuation Analysts (CVAs) will analyze your business to determine your company's value and help you make informed decisions about your future.
Growth to Goal
Let us help you develop a well-defined road map to successfully achieve the ultimate goal you’re looking for from your business.
Our Services
Employee Retention Tax Credit
Many employers who received a PPP loan are also eligible for the Employee Retention Tax Credit (ERTC). Find out if you qualify by exploring our ERTC services.
Do You Qualify?
ERTC Deadlines
Business Valuations
How much is your business worth today? Learn more about business valuation factors you can calculate for selling, buying, merger, and appraisal purposes.
Fair Market Value
Looking to Sell Your Business?
Cost Segregation
Maximize your cost savings and minimize your tax liability. Our team of certified tax advisors will walk you through a cost segregation analysis of your business.
Cost Segregation Analysis
Commercial Real Estate
How Will You Benefit?
R&D Tax Credit
R&D tax credits are federal (state) tax incentives used to promote domestic innovation and production. Learn more to see if you qualify for the R&D tax credit.
Research & Development
R&D Tax Calculator
Transactional Planning
Plan for your business's future with strategic insights from tax experts when it comes to succession planning, estate planning, and sales & acquisitions.
Traditional Financial Planning
Quick Cash Flow Planning
Sales & Acquisition
Other Planning Services
Training & Consulting
Take your business from Growth to Goal by assessing your current tax strategy, exploring corporate tax benefits, and implementing tax reduction strategies today.
Growth to Goal
Organizational Development
Realignment and Recovery
Our Approach
At Cunningham and Associates, we care about more than just business.
We care.
We value our clients and the businesses they represent. We treat them like family and always make sure we're offering the best financial advice available.
We are fixed fee.
All of our engagements are fixed fee aligning our projects to your return on investment.
We are results based.
All of our projects are results based, which drives performance not just effort.
Industries We Serve
Real Estate
We help commercial and residential real estate owners obtain significant tax deductions through cost segregation.
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Construction
We make sure you're taking advantage of government incentive programs and research and development tax credits.
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Architecture
Leverage tax planning and business growth strategies designed specifically for architecture firms.
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CPAs
We teach CPAs about less common tax-saving tools that help them establish meaningful business partnerships with clients.
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Engineering
Maximize your returns by issuing claims for research and development tax credits for design- and development-related projects.
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Software and Technology
Claim tax credits for eligible aspects of software development and testing, coding, programming, and more.
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Manufacturing
Apply for qualifying manufacturing expenses including new or improved solutions, parts or products, supplies for testing, and more.
Learn More
Does your business qualify for the ERTC?
Was your company impacted by the COVID-19 pandemic? We can help you claim up to $5,000 for each employee during 2020 and up to $21,000 in 2021.
What Makes Us Different
We're more than just financial advisors. We prioritize forming lifelong partnerships to help you achieve your financial goals.
Us
- Listen to our clients' goals
- Work alongside our clients and their professional advisors
- Identify best tax-saving strategies
- Help clients seamlessly implement strategies
- Update financial goals as needed
- Operate on a fixed fee
Them
- Impersonal
- Won't factor in specific client needs
- May have outdated knowledge
- Won't adjust goals as needed
What Is Cost Segregation and Is It Worth It?
A cost segregation analysis can help businesses save thousands of dollars, but is it worth it? Find …
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Cost Segregation Analysis: 6 Things Your Business Needs to Know
Cost segregation analysis can help business owners save thousands of dollars by allowing them to tak…
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Business Valuation: How Do Investors Determine Business Value?
The life stage of the company plays a significant role in determining which methodology investors wi…
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Merger & Acquisition (MA) Valuation: What You Need to Know
M&A business valuation requires expert advice from a valuation expert. There are 6 types of business…
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Is There a Deadline to File for ERTC?
The technical deadlines to apply for ERTC are far out, but the Government has the right to change as…
Read More
Can I Claim Both Employee Retention Credit and PPP Loans?
Businesses can claim both the ERTC and PPP loans. Obtaining ERTCs doesn’t negate a company's ability…
Read MoreQuestions?
Ready to explore tax strategies for your business growth? We're here to help. We believe in better outcomes for brighter financial futures. Schedule a free consultation with our team to begin the process today.
