Estimate
Give the opportunity a credible number.
Start with a focused eligibility review for applicable retirement plan credits, including §45E considerations. The result is useful enough for an HR leader or CPA to share internally.
Retirement tax credit audits
We close the loop on tax credits.
Find the retirement plan credits worth claiming, document the opportunity, and give your network a practical reason to send the next employer your way.
Built for employers, CPAs, benefits brokers, and HR teams.
Estimated credit
45E
Audit status
Ready
Referral loop
On
What to expect
Numbers before a pitch.
Specific
Eligibility findings tied to the employer's plan facts—not a generic savings claim.
Transparent
A documented audit trail that finance teams and advisors can review with confidence.
Aligned
Referral arrangements are stated clearly, with no invented urgency or hidden process.
The CreditLoop method
One audit creates the next conversation.
The service is designed as a repeatable sequence—from an initial estimate to defensible findings and advisor-ready follow-up.
Audit
Turn eligibility into documented findings.
CreditLoop reviews plan details, organizes the supporting information, and delivers a concise record for the client and their tax advisor.
Loop
Package the outcome for responsible referrals.
With client permission, the completed work becomes an anonymized case story and a practical conversation starter for CPAs and benefits professionals serving similar employers.
Start the loop
Find out whether a retirement plan credit is being missed.
Bring the plan basics. CreditLoop will help define the opportunity and the right next step—without turning the first conversation into a sales pitch.