Our initial meeting is typically no more than 15 minutes. During this session, we will gather basic information about your company to determine which tax incentive and business expense reduction programs you may qualify. This can be done onsite, over the phone or via web conference…whichever best accommodates your schedule.

Our process is simple. We use our proprietary software analysis system to identify which individual programs will deliver the best savings opportunity for your business and walk through the savings range potential. The best part…it is a no risk, business diagnostic that is contingency based. In other words, if you don’t see savings, we don’t ask for anything in return.

Our team of intellectual property attorneys, engineers, finance and tax specialists do a comprehensive assessment of your business data for each savings program identified in the evaluation phase. They then create all the supporting documentation necessary to implement each tax incentive recapture and business expense reduction program.

Once your tax incentive and business expense reduction savings opportunities are confirmed, our team of business process experts work directly with your service providers and tax agencies to secure your project and recurring savings gains. They will continue to serve as an audit monitor ensuring that you no longer are assessed fees or charges that don't apply to your business.