Insights

SOC 2 Opportunity Recent SOC 2 Type II compliance achievement positions CMS as a security-focused provider, creating a strong upsell and cross-sell path to risk-conscious clients and industries requiring data protection.

WOTC Revenue Upside With the Work Opportunity Tax Credit specialization and potential credits per eligible employee, target mid-market employers seeking tax incentives and labor cost savings, emphasizing qualification rates up to 20% of new hires.

Partner Ecosystem Historical partnerships with SourceCast and software integrations (Irecruit) indicate a favorable model for co-sell and tech-enabled WOTC screening, suggesting opportunities to expand alliances with HR tech and ATS vendors.

Small Team Advantage Operating with a lean team (0-1 employees) highlights a scalable service model reliant on outsourced or partner-driven delivery, presenting a selling point for managed services and white-label opportunities.

Digital Footprint Active online presence and secure portal for applications, combined with a clear value proposition (no pay unless you get paid), supports digital outreach, content marketing, and performance marketing aimed at cost-conscious HR leaders.

Similar companies to CMS Tax Credit Services

CMS Tax Credit Services Tech Stack

CMS Tax Credit Services uses 8 technology products and services including gstatic.com, WordPress, Shopify, and more. Explore CMS Tax Credit Services's tech stack below.

CMS Tax Credit Services's Email Address Formats

CMS Tax Credit Services uses at least 1 email format:
CMS Tax Credit Services Email FormatsExamplePercentage
FLast@cmswotc.comJDoe@cmswotc.com
100%

Frequently Asked Questions

What is CMS Tax Credit Services's phone number?

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You can contact CMS Tax Credit Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CMS Tax Credit Services's official website and social media links?

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CMS Tax Credit Services's official website is cmswotc.com and has social profiles on LinkedIn.

What is CMS Tax Credit Services's NAICS code?

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CMS Tax Credit Services's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CMS Tax Credit Services have currently?

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As of July 2026, CMS Tax Credit Services has approximately 1 employees across 1 continents, including North America. Key team members include : D. E. Explore CMS Tax Credit Services's employee directory with LeadIQ.

What industry does CMS Tax Credit Services belong to?

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CMS Tax Credit Services operates in the Accounting industry.

What technology does CMS Tax Credit Services use?

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CMS Tax Credit Services's tech stack includes gstatic.com, WordPress, Shopify, Microsoft 365, Constant Contact, YouTube, TablePress and Apache.

What is CMS Tax Credit Services's email format?

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CMS Tax Credit Services's email format typically follows the pattern of FLast@cmswotc.com. Find more CMS Tax Credit Services email formats with LeadIQ.
CMS Tax Credit Services logo

CMS Tax Credit Services

AccountingConnecticut, United States0-1 Employees

CMS Tax Credit Services, operating under Cost Management Services, LLC, is an accounting-focused firm that specializes in Work Opportunity Tax Credits (WOTC). The company assists businesses in identifying and securing eligible tax credits for new hires, verifying eligibility, filing with state agencies, and tracking qualifying hours and wages to maximize credits. Based in Farmington, Connecticut, the firm has positioned itself as a partner that handles the WOTC process from screening to claim submission, aiming to minimize client effort and ensure credit optimization.

Its target market comprises employers looking to reduce payroll costs through tax credits, with services designed to determine which new hires qualify and how much in credits they can claim. The company has a long-standing presence in the WOTC space, evidenced by several years of activity and partnerships, including prior collaborations and software integrations, and it has announced compliance milestones and industry-focused content through its website. A recent development notes SOC 2 Type II compliance, reinforcing its emphasis on secure processing for client data.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

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