How It Works
Our Planning Coordinators will align you with a credit review specialist. This consists of a technical interview, where the interviewer will drill into each applicable area that may qualify the business or activity to receive a tax incentive. Once this interview has been completed, it will be sent to our technical writing team to review and if qualified, draft a report for review.
A Technical Report and estimate will be provided to our prospective applicant during the review phase. If a substantial recovery of a tax credit is available, a cost analysis and minimum guarantee of recovery will be determined and discussed with the business owner. Our credit recovery team will review all applicable tax, payroll, and working papers to ensure the available credit is within the boundaries of the IRC and defensible in the event of an audit.
If the cost to recovery ratio makes sense, our team will offer an engagement. All of our engagements come with a guaranteed minimum recovery amount and audit protection, should the recovery ever be scrutinized by the IRS or local government.