---
title: Client Success Story:
description: Learn how proactive tax planning helped a multi-unit franchise owner recover over $20,000 in previously missed tax credits.
---

[Case Studies ](https://getcertus.com/case-studies)

# [Client Success Story:](https://getcertus.com/case-studies/client-success-story-recovering-over-20000-in-tax-credits)

 Written by [Joseph Logan](https://getcertus.com/case-studies/author/joseph-logan) | Jan 29, 2026 11:02:47 PM

### Client

Multi-unit Crumbl franchise owner (Midwest)

### The Challenge

The client had been working with a previous CPA to prepare their Crumbl franchise tax returns, K-1s, and other related business filings. However, the prior CPA was not aware that when an employer pays employment taxes on employee tips, the business may be eligible to claim a FICA Tip Credit equal to 7.65% of taxable tips.

As a result, this credit had gone unclaimed for multiple years.

When the client’s CPA retired, they transitioned their accounts to Certus Accounting & Tax Services.

### Our Approach

During Certus’ annual tax strategy meeting, our team identified that the client’s Crumbl locations qualified for a previously unclaimed tip-related tax credit. Because this was uncovered through proactive planning we were able to take timely action.

Our team:

- Identified the missed tax credit opportunity
- Coordinated and reviewed payroll and tax records
- Verified eligibility for prior-year credits
- Confirmed the credits could still be claimed retroactively

By addressing this early, we ensured the opportunity was not lost due to timing or filing limitations.

### The Result

As a result of this review, the client will receive over $20,000 in tax credits this year.

These credits:

- Directly offset personal income tax liability
- Improve overall cash flow
- Ensure future credits are captured correctly

### The Takeaway

This case demonstrates the value of working with a CPA firm that understands franchise-specific and food-service tax strategies.

Proactive tax planning and industry knowledge can uncover substantial savings that many business owners don’t realize they qualify for.

 

 

[View full post](https://getcertus.com/case-studies/client-success-story-recovering-over-20000-in-tax-credits)

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