Money Back
Tax Recovery
For years, Money Magazine used to publish an article every year about taxpayer’s overpaying on their taxes. Based on their research, they believed that 95% of taxpayers overpay on taxes, it was just a question of how much. Sadly, they stopped publishing this article. Probably because it was not happy news for their readers, but it leads to a very important question;
HOW MUCH HAVE YOU OVERPAID AND CAN YOU GET IT BACK?
What Type of Taxes Can We Recover?
1) Overpaid Income Taxes (Both Federal and State(s)
2) Overpaid Sales and Use Taxes
3) Overpaid Property Taxes
Determine If You Qualify
Here's how our in-depth tax recovery process works.
Phase 1: Risk-free application
We don’t need you to pay an upfront fee to start your refund analysis. All you need to do is to fill out the easy, 3-step online survey where we’ll collect your contact information and determine if you qualify for a full Tax Recovery Review.
Phase 2: Our tax review process
We will request additional information based on your survey responses if you qualify. Next, we send you our proprietary questionnaire designed to find the highest refund legally possible. Once the questionnaire is completed, the requested information has been provided, and the analysis is complete, we will inform you about any potential refund opportunities within five business days.
No Refund- No Cost to You, and You Got a Free Second Opinion
Communicating outcomes
Next, we will communicate the outcome. If you decide to file the claim for the refund, we file the amendment(s) with the IRS and/or State(s). During this stage, the IRS and/or State(s) either directly approves the amendments or asks for further clarifications about the amendment(s) filed. Don’t worry – we handle all the communication with the IRS and/or State(s) on your behalf.
IRS and/or State(s) refund approval & payout
When the IRS and/or State(s) approves your refund)s), we send you an invoice for our services, which is 30% of the amount you’ll receive from the government. Depending on your tax history and unique circumstances, the IRS and/or State(s) will typically notify you of your refund in 16 to 20 weeks. You will get the refund directly from the IRS and/or State(s) via check.
It’s a Win-Win; you keep 70% of money you didn’t know you had!
It's a Win-Win; you keep 70% of money you didn't know you had!
WE REVIEW APPROXIMATELY 1,500 TAX RECOVERY OPPORTUNITIES
Cost
Segregation
Our Cost Segregation Specialists would identify and reclassify assets. Our results are unmatched; we typically reclassify up to 40% of our client’s assets, providing significant tax savings.
Review Accounting
Methods
Federal Tax Accounting methods determine the timing of revenue, expenses, and treatment of inventory and fixed assets for tax purposes. Our income tax professionals conduct reviews of current accounting method that can aid in planning to meet a taxpayer’s needs, whether to accelerate expenses to reduce taxable income and potentially create a net operating loss (NOL) or allow deferral of expenses in some cases where a taxpayer may wish to increase taxable income for credit utilization.
Tax Credits and Incentives Review
Our tax credit specialists will look for credits and incentives such as the Federal and State Research and Development Tax Credit (R&D), Work Opportunity Tax Credit (WOTC), Section 45L, Section 179D, Energy Investment Tax Credit, Disaster Zone Employment Retention Tax Credit, Federal and State Employment Zones Tax Credit, Differential Wages Tax Credit, FICA Tip Tax Credit, Small Employer Retirement Plans Startup Costs Tax Credit, and Small Employer Health Insurance Premiums Tax Credit. As opposed to deductions, tax credits are actual dollar-for-dollar federal and State credits available to businesses of any size. Many companies are unaware of the broad scope of activities that qualify for these credits. Evolving statutes, IRS regulations, and court cases continue to credit credit and incentive programs for an ever-widening range of qualified businesses.
Entity Structuring
Review
Entity structuring analysis is the process of evaluating how an organization or business is structured. The structure a business chooses at the beginning of its existence will determine its legal obligations, tax burdens, financial operations, strategic planning, and operational processes.
Overlooked or Underutilized Deductions
Our income tax professionals review past returns, looking for missed opportunities. We have a vast database of the typical deductions broken down by industry to determine if the client is utilizing ALL available deductions.
Fixed Asset
Review
Proper management and classification of fixed assets are critical to an organization’s tax management and compliance objectives. Improper capitalization of fixed assets can substantially negatively impact an organization’s balance sheet, resulting in missed tax savings and added compliance risks.
Our Fixed Asset Review Service provides a comprehensive analysis of fixed assets to determine current asset classifications, ascertain depreciation reported in prior tax returns, and identify potential asset reclassification to ensure every appropriate tax deduction available is claimed.
Allow Us to Determine If You Have Substantial Overpaid On Taxes
AND GET YOUR MONEY BACK!
What Our Clients Say IS GOOD?
Michael Brown
“We have been using their payroll services for years. They are reliable and efficient.”
Jane Locus
“Their tax preparation services saved us a lot of money. Highly professional and awesome people.”
Martin Frenandez
“The bookkeeping services provided by this company have been exceptional. Highly recommend!”