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.

Search for Programs 

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We CAN Help With 

Tax Income Reports

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

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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

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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

Dermatology Consultation

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

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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

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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.

Search for Programs 

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