Receive Up To $1,250,000 in Tax Credits For Investing In Growing Your Business In The Past 3 Years

Did You Invest In Your Own Business The Past Three Years?

Federal Tax Credits are being granted for businesses who invested in research and development over the past three years.

Find out which Federal Tax Credits you qualify for today!

Research And Development


FOR 2021



Self Employment Tax Credit (1099)



Based On


Business Financing

Up to $500,000


Up to $10M


Sale Of Business Funding



Based On


The Right Funding For Your Business

Our Funding Team can answer all your questions and walk you through receiving tax credits for R&D, Self Employment Tax Credits (1099), along with funding through monthly term loans, startup funding, lines of credit, equipment financing, commercial real estate and even sell your company to cash out on your own success.

How to Get Approved For Your Tax Credit Or Business Loan

Wondering how it all works? Here are a few of the criteria we take into account.

Funding Amount

We'll find the maximum credit or funding applicable to your business

Business Standing

We have funding and tax credits for nearly any credit profile, so you have options to cash in


Whether you have 1 employee or hundreds of employees we have a solution for your business

Quick Funding

Tax credits can take months to process, so we have dozens of funding options to bridge the gap

Stop Leaving Tax Credits On The Table

Your business matters to us. Find out the many ways that Federal Tax Credits, Business Loans, and outright Business Acquisition can help grow your business to where you need it to be.

With our unique funding programs, you can:

Receive up to $1,250,000 for past research and development

Receive $32,200 per 1099 employee for being impacted by the Pandemic

Acquire business funding to bridge the gap while your tax credit processes

Discover hidden tax credits for startups across the last three years (2021-2023)

What our customers say about us.

These guys are top notch. They were able to secure a vitally important tax credit for our business, and have given us the guidance to put it to work effectively. They are generous with their time and always available to answer any questions you have regarding strategy for your business. I genuinely feel they care about making our business more successful and that their motivations are well placed. I would highly recommend SAG advisors to any business owner or operator wanting to maximize their operations and move forward.

-Cardea Health

Shield Advisory Group has been nothing short of excellent. From the beginning Steve, Luigi, and Matt have all been extremely supportive in WHATEVER a clients needs are. I have partnered with them now for just over 6 months and i STRONGLY suggest if you are a small/medium/large sized business... contact them asap as they will go above and beyond.

-Jonathan Guida

Matt & Luigi and the whole Shield Advisory Group team have been a tremendous blessing to our company. They are intelligent, prompt, insightful, and super helpful. I am the owner of an accounting firm and they assisted us with maximizing our clients Employee Retention Tax Credits, assisting our clients with acquiring capital, and some other strategic planning needs. I highly recommend Shield Advisory Group. Talented group of individuals who help small businesses reduce taxes and maximize cash flow. Thanks Matt, Luigi, and team!

-Ed Ries

Choosing a firm to explore and vet our eligibility for the IRS' ERC was no easy task. We were bombarded with many, many "experts", most of which seemed very unprofessional and lackluster. Luigi and the entire SAG team were incredibly helpful throughout the process. Their professional and thoughtful approach earned our confidence and trust. If you are in need of assistance with determining your eligibility and pursuing the ERC benefit, SAG will not disappoint.

-Nick Matzirakis

Our Mission

We work hard to help business owners obtain the funds they need to create the legacy and impact they desire.

Access Millions In Available Tax Credits

The right Funding Team can help you access millions of dollars in available funding, while bridging the short term need for capital. Hop on a FREE game-planning session with our team to learn more.

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