Expert Tax Incentive Programs & Reports

Design incentive programs that motivate the right behaviors while giving your team the reporting visibility needed to track participation, reward activity, and outcomes. Calusa Marketing helps businesses build fast, easy, cost-effective programs for employees, customers, dealers, and sales teams—supported by configurable technology, fulfillment expertise, and white glove service from strategy through execution.

Incentive program planning and reporting meeting

Our Tax Incentive Programs & Reports Services

Strategic incentive programs, rewards, fulfillment, and reporting support built around measurable business outcomes.

Program Design

Custom incentive structures built around your business goals, audience, economics, and desired behaviors—ideal for employee retention, sales motivation, customer loyalty, safety awards, and channel growth.

Sales Incentives

Motivate high-value sales teams and top performers with tailored contests, rewards, and recognition programs designed to encourage growth, increase spend, and strengthen performance culture.

Dealer Rewards

Keep dealers engaged with B2B reward programs that encourage account growth, loyalty, and repeat business while giving partners a compelling reason to stay active.

Employee Recognition

Support morale, retention, and milestone achievement with employee reward programs tailored for onboarding, tenure, tribal knowledge retention, sales performance, or team engagement goals.

Lead Generation

Encourage prospects to complete consultations, forms, and sales funnel steps by using meaningful incentives that reduce friction and capture important data points.

Gift Card Rewards

Offer flexible reward choices through customized gift card programs, digital vouchers, major national brands, international options, and secure fulfillment without storing physical cards.

Incentive program reporting dashboard review

Our Incentive Program Process

Define Goals and Audience

We start by identifying the behaviors you want to encourage, the audience you need to motivate, and the economics behind each outcome. This creates a practical foundation for program rules, reward values, and reporting priorities.

Design Program and Rewards

Configure Platform and Reporting

Launch and Support Members

Measure Results and Optimize

Results Driven Programs

Success Stories

See how tailored incentives help organizations improve loyalty, retention, engagement, and measurable program performance.

"A big shoutout to John and the Calusa Marketing team for their outstanding work! They impressed me with their professionalism, responsiveness, and clear communication throughout the entire project. Their team was always available to address my questions and provided consistent updates on progress. I was particularly impressed by their creative..."

Jack Chamiga
Jack Chamiga
The Calusa Difference

Why Choose Calusa Marketing?

Calusa Marketing combines strategy, technology, and fulfillment to make incentive programs easier to run and measure.

Custom Strategy

Programs are tailored to your audience, business goals, budget, and measurable outcomes.

Smart Technology

Configurable SaaS platforms support fast setup, easy management, and no unnecessary integration burden.

White Glove Service

The team manages rewards, travel bookings, customer service, and fulfillment logistics for clients nationwide.

Proven Results

Over 75 years of combined experience and a 99% client retention rate guide every engagement.

Meet The Calusa Team

Experienced incentive strategists, fulfillment specialists, and technology leaders.

Portrait of Mike Giroud, President of Calusa Marketing

Mike Giroud

President

Mike Giroud serves as President of Calusa Marketing, the St. Petersburg, FL-based incentive marketing firm he has helped grow since its founding in 2015. With deep roots in loyalty and engagement program strategy, Mike provides executive leadership across all facets of the business, from platform development to client relationships. Under his direction, Calusa Marketing has grown to manage over 1,000 programs serving more than 500,000 members while maintaining a 99% client retention rate. Mike is committed to delivering results-driven incentive solutions that help clients generate leads, inspire sales teams, and improve retention — all backed by decades of combined industry experience and a culture built on integrity, accountability, and perseverance.

Portrait of Alex Philips, EVP of Sales at Calusa Marketing

Alex Philips

EVP, Sales

Alex Philips is the Executive Vice President of Sales at Calusa Marketing, where he leads the company's national sales strategy and client acquisition efforts across a broad range of industries. With extensive experience in loyalty and incentive marketing, Alex works closely with prospects and existing clients to design programs that drive measurable results — from increased customer spend to improved employee retention. He brings a consultative approach to every engagement, ensuring that each program is tailored to the client's specific goals and budget. Alex is a key driver behind Calusa Marketing's impressive growth and its reputation for delivering high-impact incentive solutions with white glove service.

Portrait of Jon Riggleman, EVP at Calusa Marketing

Jon Riggleman

EVP

Jon Riggleman serves as Executive Vice President at Calusa Marketing, playing a pivotal role in the company's strategic direction and operational excellence. With a career steeped in loyalty, engagement, and incentive program management, Jon brings a wealth of knowledge that contributes to Calusa Marketing's over 75 years of combined team experience. He works across departments to ensure that client programs are executed with precision, accountability, and measurable outcomes. Jon is deeply committed to the company's core values and is instrumental in maintaining the high standards of service that have earned Calusa Marketing a 99% client retention rate and a reputation as a trusted partner across multiple industries.

Portrait of Evan Blake, VP of Technology at Calusa Marketing

Evan Blake

VP, Technology

Evan Blake is the Vice President of Technology at Calusa Marketing, overseeing the development and management of the company's cloud-based SaaS reward platforms. Evan ensures that Calusa Marketing's technology solutions remain cutting-edge, user-friendly, and seamlessly deployable — requiring no integration and no app download for clients or their customers. His technical expertise enables rapid program configuration and easy ongoing management, giving clients a competitive edge in their loyalty and incentive initiatives. Evan is passionate about leveraging technology to reduce operational burden while maximizing program effectiveness, and his work is central to Calusa Marketing's ability to serve over 1,000 programs across diverse industries nationwide.

Portrait of Tom Rocca, VP and Advisory Board Member at Calusa Marketing

Tom Rocca

VP / Advisory Board

Tom Rocca serves as Vice President and a member of the Advisory Board at Calusa Marketing, bringing decades of strategic insight and industry expertise to the organization. In his dual role, Tom both contributes to day-to-day leadership and provides high-level guidance that shapes the company's long-term vision. His experience across loyalty, incentive marketing, and reward fulfillment is a cornerstone of Calusa Marketing's 75+ years of combined team knowledge. Tom is a trusted voice in shaping client program strategies that deliver lasting results, and his commitment to excellence and integrity reflects the values that have made Calusa Marketing a recognized leader in incentive and engagement solutions.

Portrait of Alex Brown, Sales Director at Calusa Marketing

Alex Brown

Sales Director

Alex Brown is a Sales Director at Calusa Marketing, responsible for identifying and developing new business opportunities while building lasting relationships with clients across a variety of industries. Alex brings a client-first mindset to every conversation, taking the time to understand each organization's unique challenges and goals before recommending an incentive program solution. With expertise spanning loyalty programs, digital punch cards, gift card solutions, and travel incentives, Alex helps clients unlock new revenue streams and motivate both their employees and customers. His dedication to delivering results and his collaborative approach make him a valued partner for businesses seeking to grow through strategic incentive marketing.

Portrait of Thomas Ris, Sales Director at Calusa Marketing

Thomas Ris

Sales Director

Thomas Ris is a Sales Director at Calusa Marketing, where he works with clients across multiple sectors to design and implement incentive programs that drive meaningful business outcomes. Thomas brings a data-driven approach to sales, aligning program structures with each client's specific performance goals to ensure measurable ROI. Whether working with HVAC distributors, media companies, or retail organizations, he takes pride in crafting solutions that are fast to deploy, cost-effective, and easy to manage. Thomas embodies Calusa Marketing's commitment to diligence and perseverance, consistently going above and beyond to ensure that every client program is set up for long-term success.

Portrait of Brigitt Barclay de Tolly, Sales Director at Calusa Marketing

Brigitt Barclay de Tolly

Sales Director

Brigitt Barclay de Tolly is a Sales Director at Calusa Marketing, bringing a dynamic and personalized approach to helping clients build and execute impactful incentive and loyalty programs. She specializes in understanding the nuanced needs of businesses across diverse industries, from vacation ownership and timeshare companies to blood donation centers and call center operations. Brigitt is known for her consultative style and her ability to match clients with the right combination of platform tools, reward offerings, and fulfillment services. Her commitment to customer satisfaction and her passion for driving results make her a trusted advisor and a key contributor to Calusa Marketing's exceptional 99% client retention rate.

Portrait of Caitlin Knight, Director of Fulfillment at Calusa Marketing

Caitlin Knight

Director, Fulfillment

Caitlin Knight serves as Director of Fulfillment at Calusa Marketing, overseeing the end-to-end delivery of rewards, travel incentives, and gift card programs for clients and their program members. Caitlin ensures that every incentive is fulfilled accurately, promptly, and with the high standard of care that Calusa Marketing is known for. She manages travel bookings, confirmations, and fulfillment logistics, allowing clients to focus on their core business while Calusa handles the operational details. Caitlin's meticulous attention to detail and her dedication to delivering a seamless experience for program members are central to the company's ability to reduce client operational burden and maintain its reputation for white glove service.

Portrait of Jeanna Ortiz, Customer Service Specialist at Calusa Marketing

Jeanna Ortiz

Customer Service

Jeanna Ortiz is a Customer Service specialist at Calusa Marketing, serving as a frontline representative for the company's commitment to exceptional support available seven days a week. Jeanna assists program members and clients with inquiries related to rewards, travel incentives, digital punch cards, and gift card programs, ensuring every interaction is handled with professionalism, warmth, and efficiency. Her dedication to resolving issues quickly and thoroughly reflects Calusa Marketing's core value of integrity — putting customer satisfaction at the center of everything the company does. Jeanna plays a vital role in sustaining the trust and loyalty of the more than 500,000 program members Calusa Marketing proudly serves.

Portrait of Kali Velazquez, Billing Specialist at Calusa Marketing

Kali Velazquez

Billing Specialist

Kali Velazquez is a Billing Specialist at Calusa Marketing, responsible for managing invoicing, payment processing, and financial accuracy across the company's portfolio of over 1,000 client programs. Kali brings precision and reliability to her role, ensuring that billing operations run smoothly and that clients have a clear, transparent view of their program costs. Her attention to detail and commitment to accuracy support Calusa Marketing's promise of being a true partner — one that clients can trust not only for results but for straightforward and professional financial management. Kali's work behind the scenes is essential to the seamless experience that has helped Calusa Marketing achieve its outstanding client retention record.

Frequently Asked Questions

What is an incentive report?

An incentive report is a structured summary showing how an incentive program is performing. It may track enrollment, qualified activities, reward redemptions, spending, engagement trends, and results tied to business goals. For tax-sensitive programs, reporting can also help organize reward data for review by your finance, tax, or legal advisors.

What is an example of an incentive?

What types of incentive programs can Calusa Marketing build?

Can incentive program reports support tax documentation?

How quickly can an incentive program be launched?

What rewards can be included in a program?

Who manages fulfillment and participant support?

How do you measure incentive program success?

Still Have Incentive Questions?

Get clear answers from a team that designs and manages programs daily.

Trusted Affiliations

Awards and Recognition

IMA membership badge

IMA Membership

Industry association for incentive marketing expertise.

NAED membership badge

NAED Membership

Trusted affiliation for distribution industry programs.

HARDI membership badge

HARDI Membership

Recognized membership supporting reward program standards.

Ready to Build a Smarter Incentive Program?

Tell us about your audience, goals, and current incentive challenges. Our team will help outline a practical program approach and reporting framework.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (727) 999-3122. You can also send us a quick email at sales@calusamarketing.com.