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Tax Incentive Opportunities

Research & Development Tax Credit


The Research & Development Tax Credit was originally enacted as a Federal Tax Program in 1981 and was designed to encourage American investment in innovation. In 2004, tax regulation changes significantly expanded this credit opportunity which is available to many small and medium sized companies whose activities include design, manufacturing and process improvements. Companies that qualify for this program get significant tax credits based on activities related with developing or improving a product and/or process. Our team of highly qualified professionals which includes IP attorneys with engineering backgrounds, adheres to the Comprehensive Project by Project Approach methodology required by the IRS. By following this methodology, we qualify every applicable employee, activity, hour spent and corresponding wage paid in order to maximize the incentive for your company. We strictly adhere to the applicable sections of the code and provide comprehensive documentation to substantiate our findings.


Commercial Property Cost Segregation


Engineering based cost segregation studies permit commercial real estate owners to reclassify real property for depreciation purposes and reclassify it as more rapidly depreciating personal property. This reclassification results in significant cash flow benefits in both present and future years through considerably shorter depreciable tax life and accelerated depreciation methods. Note, these studies are not limited to new buildings or new renovations. Over 75% of our projects are on older properties using the “catch up” method which can produce significant results. Although some building owners and CPAs have substantial experience with Cost Segregation, most do not. Countless building owners are missing out on this powerful tax savings strategy. To facilitate this work we do an initial consultation and develop a feasibility report to determine the cash flow and net present value (NPV) benefit potential. Our professionals evaluate your current tax status and your future business plans along with your CPA to determine if a full study would be of benefit.


Property Tax Credit


Outside of income taxes, the single largest recurring charge for commercial property owners are property taxes. In most states, owners are required to pay taxes on both their real estate as well as their personal property. These charges are often an immense expense and a constant hit to the bottom line. To ensure you are not being overcharged on your property taxes, a specialist with extensive market experience in valuation, tax, and law is needed. Our experienced team of professionals in mitigation, valuation, assessments, and law will work on your case to identify any potential opportunity for refunds and/or reductions in your current property taxes. We perform all the work on your behalf until savings are captured, including partaking in hearings and filing necessary paperwork. We act as an extension of your company toward the governing property tax bodies.


Hiring Tax Credit


Hiring tax incentives are available to companies that are growing and creating net new jobs; companies that are experiencing a high turnover in a given year; as well as companies that have seasonal employment swings such as retail chains, warehouses, manufacturers, restaurants, hotels and motels.  Our experts are here to provide guidance on how to maximize the incentives you receive when hiring new employees, summer youths, new adults, new disabled veterans as well as benefits for each new long term family assistance recipient hired over a two year period. Some of the programs that we look into on your behalf are the Work Opportunity Tax Credit, Hiring Incentives Restore Employment Act and the Small Business Jobs Act. The PATH Act of 2015 has significantly expanded the platform of Hiring Incentives. Local, state and federal tax incentive programs allow employers to reduce taxable liability of private-for-profit employers for the hiring of qualified individuals.


Asset Recovery Opportunities

Class Action


One of our newest service additions has become one of the best ways to help your business obtain your fair share of antitrust class action recoveries. We provide specialized class action settlement claims consulting services that includes notification of settlements in which you may be eligible; performing research to assure that all appropriate parts of your operation are included in the claim process; providing advice on what, if any, documents need to be collected. When documents are required and not available or are too burdensome to collect, we develop alternate means to satisfy documentation requirements; preparing, assembling, submitting claims packages and managing them on your behalf throughout the administration process. Our team tracks many different class actions, currently there are over twenty which total over $8 billion in potential recoveries.



Expense Reduction Opportunities

Cell Phone | Wireless Audit


While telecommunications and cell phone spend represents a relatively small spend level, it is important to only pay for the service levels you need. Carrier representatives are incented to grow their revenue and don’t always provide you with the most cost effective solutions. We specialize in lowering your phone bills based on your assessing your usage pattern, applying our industry insights to save you typically between 25-33% on your phone services on an ongoing basis. Our experts have held positions with major wireless carriers working on pricing strategies. We understand and apply our industry knowledge to save you time by assessing your most recent phone bills and presenting a recommendation for the optimum plan to adopt for each phone and how much the changes will save your company. It also includes a detailed letter explaining the strategy. After you review the recommendation, one of our auditors will have a brief discussion with you and then we will implement the changes on your behalf. Best of all we will continue to monitor your bills each month to update you on usage, new plan options and potential savings opportunities.

Credit Card Audit


The payments industry is complex. Interchange fees are the largest component of your cost to accept credit card payments and are set by the payment card brands. These fees are the wholesale merchant account rates for the various types of credit card transactions. There are hundreds of interchange rates, which vary based on payment card brand, payment card type (credit, debit, specialty), merchant category code, amount of transaction being processed, and the amount of data being passed through as the payment is processed. The schedule of Interchange Fees are reissued in April and October of each year. We help you navigate the complexity and reduce payment processing expenses using our proven strategies to identify and correct areas of overspend on merchant services as well as provide transparency to merchant fees and statements. We work on your behalf provide ongoing analysis and monthly reports that ensure accurate billing and identify realized savings. And, you can stay with your existing merchant service provider. Creating simple, efficient, and economical merchant payment processing solutions through maximum transparency and measurable results.


Electric Energy Auction


Energy deregulation in the U.S. makes it possible to lower the cost of electricity in many states from your supplier. Savings potential of up to 20% are possible through an easy enrollment process that has flexible terms, no switching fees and most importantly no interruption of service. There are no maintenance or hidden fees. Delivery and maintenance will continue to be the responsibility of your local public utility. Our reverse auction process lets you analyze past usage data to apply to guarantee you the best prices for your future electrical needs. This puts you in control allowing you to set your terms through a real-time competitive bidding process that is more effective than conventional paper-based bids. Benefits of our reverse auction model for your business is a 10-20% savings gain with pricing transparency.


Employee Healthcare Benefit


According to the Central Budget Office (CBO), the average family of four will have $3,300 in out-of-pocket medical expenses per year whether they have medical insurance or not. Using decades old tax codes our partner/Administrator, offers a self-funded medical reimbursement plan that reimburses employees up to 75% of their unreimbursed medical expenses, virtually eliminating deductibles. Our program is designed to be fully paid by tax savings making it zero cost to either your company or your employees. We don’t sell insurance and we don’t replace your broker, accounting firm or payroll company. There is no net cost to your company or your employees. Your company will directly benefit due to annual FICA tax savings. More dollars on your bottom line.


Gas Energy Auction


Energy deregulation in the U.S. makes it possible to lower the cost of gas in many states from your supplier. Savings potential of up to 20% are possible through an easy enrollment process that has flexible terms, no switching fees and most importantly no interruption of service. There are no maintenance or hidden fees. Delivery and maintenance will continue to be the responsibility of your local public utility. Our reverse auction process lets you analyze past usage data to apply to guarantee you the best prices for your future gas needs. This puts you in control allowing you to set your terms through a real-time competitive bidding process that is more effective than conventional paper-based bids. Benefits of our reverse auction model for your business is a 10-20% savings gain with pricing transparency.


Parcel Shipping Audit


Mistakes made by your parcel carriers are dollars lost from your bottom line. But the true mistake is in thinking those dollars are lost forever. With our proven parcel auditing and intelligence technology, we can offer you a no-risk, high reward opportunity to recover these dollars. We help audit and analyze your shipping processes to uncover opportunities tap into your savings based on unfulfilled parcel company promises. And then we help prevent them from happening again. Through parcel auditing, intelligence, and engineering, we enable you to recover the money you’re owed and give you valuable data to streamline your shipping processes, engage in smarter parcel contract negotiations, and reduce shipping costs even more. Data-driven decisions save you money and assist in parcel contract negotiations. Our parcel auditing technology gives you the additional advantage of auditing shipping spend levels along with UPS benchmarking, FedEx benchmarking and parcel contract negotiations.


Utility Audit


Utility charges are some of the most complicated fees a company will pay. This complexity often leads to potential errors. Hidden costs, overcharges resulting from billing errors, charges for nonexistent services, and complex billing codes could be increasing your utility bill every month. Many of these issues are overlooked indefinitely. We know the various methods that utility companies use to overcharge their client and excel in identifying billing errors, recognizing overcharges, helping you reduce your utility costs, and obtaining any possible refunds available. Our team of energy auditors, accountants, and attorneys work together to find errors and reduce your utility bill. We take care of everything from working with the utilities to filing all the paperwork. Additionally, we verify all billing errors have been corrected, all adjustments have been made, and all refunds have been issued. Consider for a moment that a $10 billing issue applied daily equates to more than a $3,600 loss from your bottom line each year. Our Utility Audit specifically analyzes your utility bills such as gas, electricity, sewer and water looking for discrepancies, irregularities, and errors. We can go back as far as 48 months, depending on the state, and will setup an ongoing process for continual optimization of your savings. Once we identify savings, we handle all negotiations to secure your refund and ongoing savings.


Waste & Recycle Audit


Waste disposal is necessary. Everyone needs it. And there are many companies who overcharge for this service.  You could be losing thousands of dollars on your waste disposal bill and not even know it. Find out if you've been overcharged.  We are not here to switch your service provider, rather to ensure you are not overpaying.  We identify hidden overcharges and produce refunds, credits and cost reduction opportunities. With this service we focus on identifying where you can eliminate needless costs in your waste disposal bill by analyzing your services and producing the most cost-effective solutions. With our expertise and knowledge of the industry, you can be sure that you will receive a clear and concise disposal bill assessment. We know your waste outsourcing needs are unique.  We run a thorough evaluation from cradle to grave of your waste stream to create the best solution for your company.  We also will contract the best companies for you along with partners for solid waste, medical waste and recycling to ensure that you are receiving the best price from those vendors and we will handle the entire contract process for you from start to finish. Most property managers and owners lack the time and expertise required to effectively audit these accounts, nor do they realize overcharges exist.


Workers' Compensation Audit


Workers’ compensation insurance is a major business expense. It is also incredibly complex. In most states there are over 700 approved classification codes with interpretation of classifications varying from state to state. It is virtually impossible for a business to know all the rules and regulations governing these codes which often results in overcharges. In our experience, 7 out of 10 companies have overpaid on their policies and may still be overpaying today. This is true regardless of the agent, broker, agency, and/or insurance carriers involved. Constant changes in the industry including rating bureau rules, regulation changes, policy changes and the application of incorrect rates, discounts, classifications, experience modification calculations, erroneous payroll and audits.  are beyond a typical agent's scope. Most business owners aren’t aware they have been overcharged until an independent review is conducted. What is generally not known is that overpayments can be recovered from previously issued policies. And, unlike others that only audit your current policy, we go back as far as seven years to recoup the greatest possible refund.