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Welsh Advisors

  • Financial Services
160 S. Old Springs Rd.
Anaheim, CA 92808
714-272-4667
Hours:
M-F 8:00 AM - 5:00 PM

About Us

Welsh Advisors is a national provider of research and development credits and tax recovery services. Our goal is to get your company credits and incentives. Combined we have over 36 years of read more
  • About

    Welsh Advisors is a national provider of research and development credits and tax recovery services. Our goal is to get your company credits and incentives. Combined we have over 36 years of experience with corporate tax credits, sales tax recovery and business grants & incentives.

    Our founder, Steve Ho, is a tax attorney who is a research credit expert along with many other ancillary credits and incentives. Credits most companies and their CPAs are unaware they qualify for. Steve has managed research credit studies for many Fortune 500 companies in various industries, representing hundreds of millions of dollars in tax credits and refunds. His primary responsibility is helping clients claim and defend the federal and state research tax credit. As a former Big 4 Senior Manager and Fortune 500 Senior Tax Manager, Steve has over 17 years conducting research tax credits, including documenting and claiming the credit, defending the claimed credit under audit, and reviewing the claimed credit as part of the FIN 48 process. Steve has built a methodology to capture qualified costs by projects for business with thousands of projects. Additionally, he has extensive experience with the IRS and state audits, appeals and settlement processes, with an audit acceptance rate of 98.5%. Steve also has extensive experience and knowledge handling several successful PFA’s

  • Highlights

    • Research Credit
    • Training Grants
    • Sales Tax Refunds & Exmeptions
    • Utility Sales Tax Recovery
  • Media

  • Directions

    Office off the 91 Freeway and Wier Canyon