What Is Your Process?
Initial analysis and service agreement.
Discovery call with specialists to dive into more details.
Work on savings recovery.
How Much Can You Recover?
Depreciation Deduction (Cost Segregation Method):
Average 15% income tax savings per $1M in purchase/renovation costs.
Work Opportunity Tax Credit:
Average $2400 - $9600 income tax savings per qualifying employee.
R&D Tax Credit (Manufacturing Incentives):
Average 2.5% payroll tax savings per $1M in payroll.
Property Tax Mitigation:
Average 15% property tax savings per $50K annual tax payments.
Workers’ Compensation Audit:
Average 15% savings per $50K in annual insurance premium costs.
Credit Card Processing Audit:
Average 20% savings on fees per $300K in annual transactions.
What Are Your Service Fees?
We work on a 100% performance basis, back-end pricing for our main savings categories are listed below:
Depreciation Deduction (Cost Segregation Method):
10% of realized saving
Property Tax Mitigation:
50% of realized saving
R&D Tax Credits (Manufacturing Incentives):
35% of realized saving
Hiring Tax Credits:
15% of realized saving plus $20 monthly service fee
Workers’ Compensation Audit:
50% of realized saving
Credit Card Processing Audit:
50% of realized saving
How Long Is Your Process?
Initial qualification & document submission: 7-21 days.
Cost recovery: Can begin in first 30-45 days.
Does Our Business Qualify?
Minimum requirements for any one of the below categories:
Cost Segregation Study:
Properties purchased or built within the last 20 years, with $500K or more in cost.
Properties with renovations/improvements within the last 20 years of $250K or more in cost.
Properties that have paid federal income taxes within the last 3 years, or plans to in current year.
R&D Tax Credits (Manufacturing Incentives):
Minimum of $1.5M in annual payroll and has paid Federal taxes within the last three years or plans to in the current year.
Hiring Tax Credits:
Minimum of 120 hours to qualify for 25% of the employee’s first year wages and 400 hours to qualify for 40% of the employee’s first year wages.
Property Tax Mitigation:
Minimum of $50K paid in annual property taxes.
Credit Card Audit:
Minimum of $300K in annual transactions.
Workers’ Compensation Audit:
Minimum of $50K paid in annual premiums.
Please reach out to us before you disqualify your business as a candidate. We would love to take a look at your company and see if our services or education can be of any assistance.