Discover hidden opportunities
We help organizations recover overpaid taxes and minimize future taxes.
Curious to discover the hidden taxes you’ve been paying?
Who We Help
Business
Owners
Government and
Non-Profits
Our Results
The numbers speak for themselves
Lifetime success rate on all tax strategies
In refunds identified for clients in the last 12 Months
of organizations that come to us, we can help
Catch up with The latest

Welcome to the Team, Justin McDermott
We’re excited to welcome Justin McDermott as our new Project Coordinator! His skills and fresh perspective will be a great asset as we continue to grow and take on new challenges. We’re looking forward to all the ways Justin will make an impact. Take a moment to get to know him! What’s your go-to karaoke song or a song you love to sing in the shower? Style – T Swift If you could live anywhere in the world for a year, where

How One AI Tool Gave Me Back 6 Weeks A Year
Let me start with this: I’m not an AI expert. Like a lot of people, I’ve heard the buzz about how AI is going to revolutionize everything, replace jobs, and maybe even take over the world. I’m not in that camp—but I do believe AI can be a powerful tool when used thoughtfully. Recently, we started dipping our toe into AI, and one tool in particular has had a huge impact on how I work: Read.AI. As someone with a Kolbe

Navigating Growth: Our Journey with NetSuite and Key Implementation Learnings
As a professional services firm specializing in tax reduction and recovery for small businesses and governmental/non-profit agencies, we’ve experienced significant growth in recent years. This growth, while exciting, presented us with the challenge of scaling our operations while maintaining efficiency and accuracy. Our legacy systems, which included disparate platforms like QuickBooks for financials, outsourced payroll, a separate timekeeping system, a different project management system, and manual HR processes, were no longer sufficient. We needed a robust, integrated solution to streamline our
Refund for a Trucking Company
Refund for an architectural company
Refund for a homless shelter
Refund for a non-profit