Solutions

There’s a broad array of cash flow solutions available to both business owners and advisors via an industry-unique  portfolio of specialized tax incentive and cost remediation services backed up with state-of-the-art proprietary software, a deep bench of expertise and almost two decades of success in never having had a client savings claim denied. 

These currently include the following:

Business Advisory Services

• Insurance agents
• CPAs and Accountants

Tax incentives

• Hiring Incentives
• Employee retention tax credits
• Cost segregation studies
• R&D tax credits
• Local property tax mitigation

Expense reduction

• Credit card merchant audit
• Workers Comp Insurance audit

Financial Services

• Corporate financing
• Retirement Program

To learn more, contact us.