About Pearson Business Solutions

Not everyone likes to nerd out on tax credits, but we do. However, it is important to channel that passion with purpose. Prior to ERC, tax credits weren’t readily available for small and mid-sized businesses: CPAs do not typically have the deep subject matter expertise to provide tax credit services, and the larger tax credit shops primarily focus on enterprise clients. At PBS, we think a $50k savings for a mom-and-pop can be just as meaningful as helping a Fortune 500 company reallocate $1,000,000 from its taxes to other beneficial uses.

Marc Pearson, Principal

Hi, I’m Marc. I’ve been working in tax incentives and compliance solutions since 2010. Lately, I have been doing ERC every day since the CARES Act was being drafted in March 2020, supporting claims for thousands of employers big and small. I represent taxpayers with disputes before the IRS—including defending ERC audits.

What else might you want to know? I am an attorney (don’t hold it against me!) with a master’s degree in taxation. My beautiful, brilliant wife and I have two children. We recently returned from living in Merida, Mexico and now call the Monterey Peninsula in California home. In my free time, you’ll find me working on a jigsaw puzzle or leading my family on a much longer hike than they signed up for. But enough about me, head over to the contact page and tell me about yourself, and let’s see if PBS can help solve one of your problems.

Tim Cate, Partner

I’m Tim. I have been in the Credits and Incentives industry for over 25 years and have helped companies of all sizes secure valuable tax incentives, especially employment-related tax credits.  In addition to many years consulting businesses on available incentives, effective processes to identify and capture incentives, and supporting tax credits for risk mitigation purposes, I spent 7 years in the corporate tax department for a Fortune 250 company, where I managed all elements of their credits and incentives efforts.  This experience provides a unique understanding of how to engage all stakeholders within an organization to help them optimize financial opportunities, minimize the burden on their internal teams, and ensure program compliance.