Business Strategies
Your business is the foundation upon which your future, as well as other's futures, will grow. The financial stability of you business is imperative to that success. Meet with a Business Finance Specialist to go over your options for protection.
Tax law provisions are available to help you recover financially from the impact of a disaster.
By completing a quick survey, our software will search hundreds of Local, State, and Federal programs that fit your qualifications and help you claim your benefit.
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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
RETIREMENT STRATEGIES
Exit planning for business owners will drastically advance wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner
Tax law provisions are available to help you recover financially from the impact of a disaster.
By completing a quick survey, our software will search hundreds of Local, State, and Federal programs that fit your qualifications and help you claim your benefit.
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Search for Programs
