By partnering with several national firms, we provide advanced tax planning and cost reduction strategies to allow businesses and business owners to keep more of what they’ve earned.

Over the past 11 years, we’ve saved businesses over $500M with specialized tax incentives and cost reductions.

​The best part is that there’s no cost to discover how much you can save.

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.

“There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn’t prevent that.”
– William H. Rehnquist, Chief Justice of the United States Supreme Court

There’s a difference between tax avoidance and tax evasion. Tax avoidance is pro-active tax planning to take every opportunity to pay the least amount in taxes. It is based on the tax code, legal precedence, and ethical practices. It is based on strategies designed to help you owe the least amount possible. Tax evasion is not paying the taxes you owe and will rightly get you in trouble with the IRS.

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.

Our analysis includes 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.

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.

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.

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