Restaurant Tax Credit Recovery
YOUR RESTAURANT MAY BE OWED THOUSANDS IN UNCLAIMED CREDITS.
We specialize in recovering unclaimed federal and state tax credits for restaurants. Our team handles every step — from analysis through filing — with engagement fees quoted upfront based on your recovery potential.
✓ Licensed Attorneys & CPAs
✓ Federal & State Credit Recovery
✓ Pay only from recovery
- Restaurant-only Focus
- Quick 5-minute Intake
- No Recovery, No Fee
Why Restaurants Choose Plate & Ledger
Most CPAs are too busy with compliance work to hunt for every tax credit your restaurant has earned.
We make it our specialty.
Restaurant Tax Specialists
We work only with restaurants. That means we know every credit, deduction, and recovery opportunity specific to the hospitality industry.
CPA + Attorney Credentials
Our team combines CPA expertise with
legal credentials — the rare combination
needed to identify and defend credit positions.
Three-Year Lookback Recovery
We review three years of your tax filings and payroll records to recover every eligible credit — federal and state — that went unclaimed.
Operator-Led Perspective
Founded by a restaurant operator who understands your margins, your team, and why every dollar of recovered credit matters to your business.
Our Services
Tax Recovery, Preparation, and Books
We lead with tax credit recovery, back it with restaurant-focused tax preparation, and support it all with clean monthly books. Everything built for restaurant operators.
Restaurant Tax Credit Recovery
We identify and recover unclaimed federal and state tax credits from your last three years of returns. Our team handles the analysis, prepares amended returns, and navigates the IRS .
- FICA tip credits (Form 8846)
- Section 179 and QIP bonus depreciation
- State-specific restaurant credits
- Research & Development credits
Tax Preparation & Amendments
We prepare restaurant returns with tax credit opportunities built into the filing. From entity returns to amended prior-year filings, our approach is designed to capture every credit and deduction.
- Form 1120, 1120-S, 1065 preparation
- Amended return strategy (1120-X, 1065-X)
- Multi-state tax filing coordination
- Quarterly estimated payments
Restaurant Bookkeeping & Monthly Close
Monthly bookkeeping designed to support tax credit identification. We maintain clean, restaurant-specific books so when tax time comes, every deductible expense and credit opportunity is captured.
- Weekly bank and credit card reconciliation
- POS and payment platform integration
- Restaurant-specific chart of accounts
- Monthly P&L and cash flow reporting
Monthly Reporting That Supports Tax Strategy
Clean books make tax credit identification easy. Our monthly reporting tracks operational metrics and flags tax opportunities throughout the year — so you’re never scrambling at year-end.
Weekly Flash Reports with Credit Tracking
Tax-Ready Food Cost Analysis
Labor Records for Tip Credits
Prime Cost & Quarterly Tax Planning
For GROWING BRANDS
Multiply Your Tax Recovery Across Every Location
Every new location multiplies your tax recovery opportunity — more FICA tip credits, more equipment deductions, more state-specific credits. We handle the complexity so you can focus on growth.
Recovery Analysis
Across All Locations
Multi-State Credit
Coordination
Tax Strategy for New
Location Investments
Investor-Ready
Financials + Insights
Work With Tax Specialists Who Know Restaurants
We'll Recover Your Credits
Our Story
Built by Restaurant Operators, Backed by CPAs and Attorneys.
Plate & Ledger was built to solve a problem we experienced firsthand as restaurant owners: thousands of dollars in tax credits going unclaimed year after year. Most CPAs were too busy with compliance work to dig deep into the credits restaurants had actually earned.
So we combined decades of restaurant operating experience with CPA and attorney credentials to build the firm we wished existed — one that specializes in tax credit recovery, prepares restaurant-ready returns, and backs it all with clean monthly books. Built by operators, delivered by professionals.
Ready to Recover What You're Owed?
Stop Leaving Money on the Table
Get a free estimate of the tax credits your restaurant may be owed. We’ll review the last three years of your returns and identify exactly what’s recoverable — with no upfront cost and no obligation.
