Tax credits
Opportunity, made visible.
- Eligible programs & estimates
- Documentation & filing status
Now independent — spinning off from HRlogics
Modern HR compliance built on a century of experience.
HR technology and compliance experts matched with 100 years of tax credit experience creates a unique solution providing real ROI matched with sleep-like-a-baby Clear I-9 compliance.
300+
Employers served
100+
Years expertise
98%
Client retention
Compliance snapshot+12%
98%
I-9 compliant
$500M+
credits found
98%
client retention
Specialized solutions
End-to-end compliance management for the modern enterprise.
i
Clear I-9
Guided form completion, live video verification, and reverification tracking — so no hire slips past a three-day deadline.
- E-Verify integration
- Remote & onsite Section 2
- Audit-ready recordkeeping
$
Tax Credits
WOTC, 401(k) plan startup, youth hiring, disaster relief, FICA tip, empowerment zone and state credits — identified, filed and tracked to the dollar.
- WOTC up to $9,600 per hire
- 3,000+ credits in the Navigator
- Fully managed or self-managed
Built for CPAs and high-volume employers
Maximize business tax credits. Minimize your I-9 risk.
Trak Services combines software and experts to capture federal and state credits and keep your I-9s compliant.
3,000+
Federal, state & local programs mapped
50
States where Trak is filing today
100+
Years of combined tax-credit experience
Programs in motion
Work Opportunity Tax Credit (WOTC)
Per qualified hire · federal
Up to $9,600
401(k) Plan Startup Tax Credit
Per year for 3 years · eligible small employers
Up to $5,000
FICA Tip Credit
Of tips above minimum wage · restaurants
7.65%
Empowerment Zone Employment Credit
Per employee, per year · designated zones
Up to $3,000
The math behind your workforce
Two numbers. Too big to ignore.
The credits you're not claiming. The audit exposure you're carrying. Know both. Act on both.
A restaurant group with 800 annual hires.
01 / The opportunity
Left on the table.
$412K/yr
Typical unclaimed value across FICA Tip, WOTC, and state hiring credits.
~$190K
FICA Tip
~$140K
WOTC
~$82K
State
02 / The exposure
On the line in an audit.
$690K+
800 I-9s at typical error rates, priced at current per-form fine ranges — up to $2,789 per paperwork violation.
Get both your numbersIllustrative industry scenarios. Actual credits and exposure depend on your workforce and circumstances.
Connected by design
Your systems, connected.
Your workforce, working harder.
Bring your payroll and people data together. Turn it into credit opportunities and a clearer path to Clear I-9 compliance.
- ADPPayroll & employee data
- isolvedPeople & payroll
- AqoreStaffing & workforce
- File importsYour workforce records
TrakServices
One workforce. One view.
Match. Validate. Track.
Clear I-9 compliance
Every detail, in view.
- Form completion & review
- Deadlines & reverification
- SOC 2 Type II
Independently audited every year.
Access, encryption, and change controls are reviewed against the Trust Services Criteria. The report is available under NDA. - Data never sold
Your workforce is not a product.
Payroll and employee records are never sold, reused, or used to train models. We process them only to recover credits and keep I-9s current. - Your data stays yours
You own the records.
Connectors pull what the program needs, then stop. Export or delete the file at any time. Hybrid deploy is available if procurement requires it. - Audit defense included
Never an upsell.
Every filing ships with workpapers retained for seven years — eligibility, source payroll, and a chain of custody ready for an examiner.
Illustrative data flow. Available connections and workflows depend on your setup.
For CPA firms & employers hiring at scale
Your team runs it. Or ours does.
Tax credits and Clear I-9 compliance, delivered the way you work — in-house, outsourced, through a partnership, or via API.
We run the work
Managed services
We handle the work for your business or your clients — from identifying credit opportunities to supporting documentation, filings, and Clear I-9 workflows.
You run the work
Self-serve platform
Your staff manages the work in one platform, with the tools to identify opportunities, organize documentation, and track compliance.
You bring the clients
Partnership
Referral, co-branded, or white-label for CPA, payroll, and PEO firms. You keep the relationship. We run credits and Clear I-9 underneath.
You build it in
APIs
Connect payroll, ATS, and your own systems. Push hires in, pull credit status and Clear I-9 readiness out, without leaving your stack.
The people behind the work
Meet some of our experts.
Industry-recognized operators — many of whom led service lines at the largest providers in the space for more than 20 years. Familiar faces, now leading Trak Services.
Shannon Scott
Chief Executive Officer
Leads Trak Services. Recruited the operators who built the largest credit and Clear I-9 practices in the space — now running them here.
Campbell James
Senior Director, WOTC Operations
Runs day-forward WOTC operations. Previously led WOTC operations at Synergi Partners. Knows the 28-day window inside and out.
Melissa Prentice
President, Clear I-9
Two decades in staffing, ATS, and I-9 compliance software. Leads the Clear I-9 practice so forms and reverification stay audit-ready.
Emily Cheng
Tax Credits & Incentives Leadership
Emily leads Trak Services’ federal and state tax credit programs, overseeing the process from eligibility screening through certification and credit realization. With a strong understanding of evolving tax credit legislation and incentive programs, she translates complex requirements into actionable opportunities for clients. Her focus is on maximizing available incentives, ensuring program compliance, and helping businesses capture the full value of the credits they earn.
Tracie Zamiska
Vice President of Client Services
With more than 18 years of experience in operations, client services, and strategic growth, Tracie leads initiatives that strengthen client relationships and drive operational excellence. She brings together sales, client success, and operational teams to improve service delivery, streamline processes, and create scalable solutions. Her leadership focuses on delivering exceptional client experiences while supporting long-term business growth.
Monica Manning
Chief People & Operations Officer
With more than 20 years of experience in human resources, organizational leadership, and business operations, Monica oversees Trak Services’ people strategy and operational infrastructure. Her expertise spans organizational development, financial and operational oversight, business transformation, and strategic execution. She plays a key role in aligning people, processes, and business priorities to strengthen organizational performance, improve efficiency, and support sustainable growth.
Jess Cook
Director of Human Resources & Administration, SHRM-CP
A SHRM Certified Professional (SHRM-CP), Jess oversees Trak Services’ internal human resources, payroll, benefits, retirement programs, and accounting administration. She plays an integral role in maintaining operational efficiency, supporting regulatory compliance, and ensuring the company’s internal processes run smoothly. Her focus on accuracy, consistency, and continuous improvement helps create a strong operational foundation for the organization.
Bryan Ray
Director of Tax Recovery, CPA
A Certified Public Accountant (CPA) with more than 25 years of experience, Bryan leads Trak Services’ tax recovery operations, helping businesses identify and recover overpaid taxes. His extensive financial and tax expertise supports the development of effective recovery strategies, regulatory compliance, and the identification of valuable savings opportunities. Bryan is dedicated to helping clients maximize financial recoveries while navigating complex tax requirements.
Jennifer Calise
Strategic Growth Officer
With more than 20 years of experience building, scaling, and transforming businesses, Jennifer brings extensive expertise in strategic growth, mergers and acquisitions, and business integration. She works closely with executive leadership to identify new opportunities, drive expansion initiatives, and strengthen organizational performance. Her strategic approach combines business development, operational alignment, and long-term planning to position Trak Services for continued growth and success.
Most providers stop at WOTC. Here is what they leave behind.
Same WOTC depth, full credit stack, audit-defense workpapers.
20–40%
WOTC-only provider
100%
Trak full stack
Ready to optimize your compliance strategy?
Tell us which product you're exploring and we'll set up a personalized 15-minute walkthrough.
✓Free compliance and credit assessment
✓Migration from your current provider handled
✓Onboarding measured in days, not quarters