Erik founded Embrandy in 2018 after a decade building financial technology and advising small businesses on federal incentive programs. He oversees strategy, operations, and client outcomes across the firm.
MBA, FinanceFintech operator, 10+ yrs
Est. 2018 · Licensed CPAs & Tax Attorneys
The tax credits and grants your business already earned.
Embrandy combines an AI credit-discovery engine with a licensed CPA and legal team to identify, file, and defend every IRS tax credit and federal grant your business qualifies for — with 94% first-pass accuracy.
TLS 1.3 secured AES-256 at rest IRS Circular 230 AICPA member firm
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Scan accuracy
0 yrs
Serving U.S. businesses
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States covered
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Initial analysis turnaround
Credentialed under
IRS Circular 230
AICPA Member Firm
State Bar of California
PCAOB-aligned Controls
SBA Resource Partner
SOC 2 Trust Services
GLBA Safeguards Rule
IRS Circular 230
AICPA Member Firm
State Bar of California
PCAOB-aligned Controls
SBA Resource Partner
SOC 2 Trust Services
GLBA Safeguards Rule
The Embrandy Service Suite
Discovery, filing, and defense — under one roof.
Most firms hand you a list of credits and walk away. We take the file all the way through submission and audit response — under a single engagement letter.
AI Tax Credit Scans
Our proprietary engine cross-references your payroll, revenue, industry, and geography against every active IRS credit — R&D (§41), ERC review, WOTC, §179D energy, hiring, and more — to build a full eligibility map in under 24 hours.
Government Grant Analysis
Beyond tax credits, we scan federal and state grant databases — SBIR/STTR, USDA, DOE, DOD, and non-profit programs — to estimate the total non-dilutive capital your organization can rightfully claim.
Filing & Audit Defense
Licensed CPAs and tax attorneys prepare and file every claim, document the substantiation package to IRS standards, and stand behind the work if the Service asks questions later.
Track record
Measured outcomes, not marketing math.
Every figure below is drawn from engagements our licensed team has personally reviewed and filed. Individual results vary by industry, payroll base, and program eligibility.
$0M+
Credits & grants recovered for clients
0+
Filings prepared since 2018
0%
Substantiation packages accepted without amendment
How it works
Four steps. No upfront fees.
We only invoice once credits are approved and disbursed. If we don't find a qualifying credit, you owe nothing for the scan.
- 01Complimentary scan
Share a few operational details through our encrypted intake. Our AI runs the full eligibility map against active federal and state programs.
- 02Verified analysis
A licensed CPA reviews and confirms every qualifying credit, then delivers a written estimate of what you're owed — signed under Circular 230.
- 03Filing package
We prepare the substantiation, forms, and amended returns — and file directly with the IRS on your behalf, with copies retained in your secure client vault.
- 04Audit defense
If the IRS asks questions, our tax attorneys respond and defend the claim at no additional cost, under attorney-client privilege.
Security & trust
Financial data deserves financial-grade care.
Everything you share with Embrandy is encrypted in transit and at rest, stored on U.S.-based infrastructure, and accessible only to the licensed team members assigned to your engagement. Our controls are designed against the AICPA Trust Services Criteria and reviewed quarterly.
TLS 1.3 in transit
Every page, form, and API call is protected by a valid SSL/TLS certificate with modern ciphers.
AES-256 at rest
Client data is stored in an encrypted, access-controlled database with automated key rotation.
Least-privilege access
Row-level security and SSO with 2FA mean only assigned professionals can view your file.
U.S. hosted, backed up
Infrastructure runs in SOC 2 Type II data centers in the United States with encrypted daily backups.
We never sell, rent, or share client information with third parties. Records are retained only as long as required by IRS substantiation rules (typically 7 years) and are deleted on written request once retention windows expire.
Credentials & standards
Verified professionals. Verifiable work.
Every credit we file carries the signature of a licensed practitioner in good standing. Ask us for a copy of any professional's license — we'll send it the same day.
Licensed CPAs
State-licensed Certified Public Accountants review every credit analysis before it leaves the firm.
Practicing tax attorneys
Members of the State Bar of California and admitted to practice before the U.S. Tax Court.
IRS Circular 230
All engagements are executed under Treasury Department Circular 230 professional standards.
AICPA member firm
Bound by the AICPA Code of Professional Conduct and continuing-education requirements.
Trust Services controls
Security, availability, and confidentiality controls modeled on AICPA SOC 2 Trust Services Criteria.
Written engagement letter
Every client relationship is governed by a signed engagement letter — scope, fees, and privilege in writing.
Our commitments
Four promises in writing.
We put every one of these commitments into your engagement letter. If we miss, we make it right.
- No credit, no fee.
If our scan doesn't identify a qualifying credit, you owe nothing.
- Filed by a licensed professional.
Every return, form, and letter is signed by a credentialed CPA or attorney — never a bot.
- Audit response included.
If the IRS asks a question about a credit we filed, our attorneys respond at no additional cost.
- Your data stays yours.
We never sell, rent, or share client data. You can request full deletion in writing at any time.
Executive leadership
The people behind every filing.
You'll know the name and credentials of the professional working on your file — and you can verify their license with the issuing board directly.
Rich is a practicing tax attorney with over 20 years defending business clients before the IRS. He leads Embrandy's audit-defense practice and ensures every filing meets substantiation standards from day one.
JD, Tax LawState Bar of CaliforniaU.S. Tax Court admitted
In their words
Operators who found capital hiding in plain sight.
Embrandy surfaced an R&D credit our previous CPA missed for three straight years. The recovery covered a full engineering hire.
Marissa Chen
COO, Northline Manufacturing
The scan took an afternoon of our time and returned a written estimate the next morning. When the IRS asked follow-up questions, their attorneys handled it.
Daniel Ortiz
Founder, Ortiz & Wells Contracting
We assumed grants weren't for a shop our size. Embrandy found four federal programs we qualified for and filed all of them.
Priya Raman
Executive Director, Riverbend Community Fund
Common questions
Answered plainly.
If we haven't answered it here, ask us directly — we return every inquiry within one business day.
Is the initial scan really free?+
Yes. We run the full eligibility analysis at no cost. You only pay a success fee once a credit is approved and funds are disbursed to you.
How is my data protected?+
Data is encrypted in transit (TLS 1.3) and at rest (AES-256), hosted in U.S. SOC 2 Type II data centers, with row-level access control and 2FA on every account.
Who actually files my return?+
A state-licensed CPA prepares and signs your filings. Attorneys review anything requiring legal opinion. Your file is never handled solely by software.
What happens if the IRS audits a credit you filed?+
Our tax attorneys respond to the notice, prepare the substantiation package, and represent you before the Service — at no additional cost, under attorney-client privilege.
Can you verify your team's credentials?+
Absolutely. On request we'll send license numbers and issuing-board contact information so you can verify each professional's standing directly.
Contact
Find out what you're owed.
Complimentary consultation. We'll scan for every available tax credit and grant your business qualifies for and return a written analysis within one business day.
- Phone
- (929) 280-6037
- hello@embrandy.com
- Address
- Embrandy Holdings LLC
16192 Coastal Hwy., Lewes, DE 19958
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