Specialized Tax Incentives
Our Proprietary App has helped agents deliver over $300M in Local, State, and Federal Tax Incentives to their clients. Our Industry Experts work with your clients to discover which incentives they are eligible for. Fees are based on a percentage of savings.
Credit Card Merchant Audit
Our Credit Card Merchant audit helps organizations reduce payment processing expenses. Our proprietary tools audit and analyze credit card processing and provide transparency to merchant fees and statements. Fees are based only on a percentage of savings.
Waste and Recycling Audit
Our analysis includes finding loopholes by conducting a thorough review of your property, past invoices and pricing schedule. Whether the property is located in a city with set pricing or an open market, we know what it takes to uncover big savings.
Work Comp Insurance Audit
70% of all employers have overpaid on their Workers’ Compensation premium costs. Our team performs a review to determine if there is a significant opportunity for a lower rated classification as they are typically determined by insurance company underwriters.
Parcel Shipping Expense Audit
Our audit software automatically downloads carrier invoices and secures refunds for clients. Our processes are not intrusive. We currently have an annual audit volume of $1.6 Billion Dollars and our billing is based on a percentage of received refunds.
We create Tax Blueprints for business owners
We locate specialized tax incentives, enact expense reduction savings, and offer comprehensive financial services
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