Taxes & Audits
Cut Costs, Recover Funds, and Boost Cash Flow
Countless firms leave money on the table simply because they don't have the time or resources to claim what they are legally entitled to. Here are three services that we offer our clients:
Credit Card Audit:
We help businesses lower their credit card processing fees without changing their current payment processor, software, or internal processes. A free audit can uncover savings of as much as 28% of processing fees. The service includes a better negotiated rate with the processor and ongoing monthly monitoring.
Laundry and Linen Audit:
We can help our clients save 30-50% on their rental agreements with Cintas, Aramark and Unifirst or Alsco. Our negotiated rates and ongoing monitoring helps clients focus on their core business.
Utility and Telecom Audit:
We partner with a utility and telecom expense management firm that can audit nationwide. We can help any business with significant expenses for utilities and/or telecommunications, including natural gas, propane, electricity, deregulated gas or electric programs, water and sewer, trash removal and all aspects of voice and data, including cellular and internet access.
Workers’ Comp Audit:
Over 70% of companies overpay worker's compensation insurance due to complex and misapplied classifications. We audit current and past policies—up to 7 years back—to recover refunds others miss.
Unclaimed Property Claims
We help our clients recover lost or unclaimed funds held by U.S. state agencies or federal government entities. These funds often go unnoticed due to overpayments, closed locations, mergers and acquisitions, or accounting errors.
Two types of claims:
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State-held Property – Funds held by state unclaimed property offices (e.g., refunds, dormant checks).
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Alternative Assets (AA) – Funds held by other government agencies (e.g., tax departments, federal agencies).
Our Service:
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We can run a free audit in 2-3 days. You receive a summary of findings with estimated value and claim types
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Our team has exclusive access to alternative asset databases and decades of experience navigating 50+ state and federal agency systems.
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Only pay a percentage of recovered funds. If we recover nothing, you pay nothing.
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We handle all research, claims, documentation, and follow-up.
Class Action Settlement Claims
We help our clients recover their fair share of antitrust class action claims. Statistically, less than 7% of eligible claimants collect what is due to them.
Our Service:
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We track and notify our clients of all eligible claims
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We prepare and manage claim packages
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Our specialists develop alternative means of meeting claim requirements when collecting original documents proves cumbersome.
Tax Incentives:
With our centralized Tax Management System, clients can identify and recover all unclaimed federal and state tax credits and incentives. Our cloud-based software platform automates discovery, enrollment and compliance. Clients can track and manage all specialized tax incentives in one portal.
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R&D Tax Credit: Companies qualify for significant tax credits from activity based on developing or improving new products and processes. Our attorneys and engineers qualify every employee, activity and expense to maximize the incentives for our client.
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Cost Segregation: Commercial property owners can avail of a powerful tax strategy by having our experts perform a cost-seg study for depreciation purposes. Reclassifying commercial property into more rapidly depreciating assets gives clients significant cash flow benefits. After our initial consultation, we provide our clients with a feasibility report that estimates potential cash flow and net present value benefit.
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Disaster Recovery and Employee Retention Credits: Our system allows businesses to track tax incentives they may be eligible for in their geographic area.
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Workforce Hiring: Our clients can now maximize their tax credits from new hiring. Our experts guide businesses to identify all federal, state and local incentives available for hiring qualified individuals.
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Property Tax Mitigation: Sixty percent (60%) of all property owners are overpaying their property tax bills. The Property Tax Mitigation service is a comprehensive property tax review providing a fair and equitable asset value assessment with the potential to decrease the company's expense and create immediate cash flow for commercial property owners and real estate investors.
