Discover hidden opportunities Girl in a jacket

We help organizations recover overpaid taxes and minimize future taxes.

Curious to discover the hidden taxes you’ve been paying?

Private Ambulance | Veterinary Medical Practices | Transportation | General Contractors | Ready Mix Concrete | Child Care Centers | Public Schools | Private Schools | Educational Service Centers | Boards Of Developmental Disabilities | Counties | Cities | Villages | Townships | Conservancy Districts | Non-Profits | Food Banks | Public Transit | Joint Ambulance Districts | Investment Advisory Firms | Distribution And Warehousing Firms | Cold Storage Facilities | Golf Courses | Restaurants | Financial Institutions | Manufacturing | Towing Services | Lawn Care/Landscaping | Farming Operations | Agriculture Products And Services | Waste Removal Services | Septic / Sanitation Services | Fuel Distributors | Industrial Vacuum Services | Medical Billing Services | Law Firms | Air Medical Services | Restaurants | Private Security | Independent Pharmacies | Real Estate | Dental Practices | OBGYN Practices | Managed Technology Services | Excavating | Retail | Engineering Services | Insurance Agencies | Architectural Services | Tree Care Services | Automobile Dealerships | Automotive Repair Services | Churches | Athletic Facilities

Private Ambulance | Veterinary Medical Practices | Transportation | General Contractors | Ready Mix Concrete | Child Care Centers | Public Schools | Private Schools | Educational Service Centers | Boards Of Developmental Disabilities | Counties | Cities | Villages | Townships | Conservancy Districts | Non-Profits | Food Banks | Public Transit | Joint Ambulance Districts | Investment Advisory Firms | Distribution And Warehousing Firms | Cold Storage Facilities | Golf Courses | Restaurants | Financial Institutions | Manufacturing | Towing Services | Lawn Care/Landscaping | Farming Operations | Agriculture Products And Services | Waste Removal Services | Septic / Sanitation Services | Fuel Distributors | Industrial Vacuum Services | Medical Billing Services | Law Firms | Air Medical Services | Restaurants | Private Security | Independent Pharmacies | Real Estate | Dental Practices | OBGYN Practices | Managed Technology Services | Excavating | Retail | Engineering Services | Insurance Agencies | Architectural Services | Tree Care Services | Automobile Dealerships | Automotive Repair Services | Churches | Athletic Facilities

Our Results

The numbers speak for themselves

Lifetime success rate on all tax strategies

0 %

In refunds identified for clients in the last 12 Months

$ 0 M+

of organizations that come to us, we can help

0 %

Find Out What You’re Missing.

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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

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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

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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

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Refund for a Trucking Company

$ 0

Refund for an architectural company

$ 0

Refund for a homless shelter

$ 0

Refund for a non-profit

$ 0