Tax credits most clients don't know they qualify for
SECURE 2.0 created meaningful tax credits for small businesses — built into every Caliper engagement.
Startup Credit — New Plans
IRC §45E — filed on Form 8881, Part I
Up to $5,000/yr
$250 per NHCE per year, minimum $500, maximum $5,000 annually for 3 years. Available to employers with 100 or fewer employees who had no plan in the prior 3 years.