Command Central
Where the Action Happens!
Book Discovery Call
Just need the email address of the client to be booked
Quick Reschedule Intake
Just need the email address of the client to be booked
WOTC
WOTC Page
Funding Calendars
Advanced Tax Planning
Initiate Client Follow Ups
Choose which follow up automation from here
Advanced Tax Planning
Calendar Links
10 Min Follow Up Call: https://msg.journeybuilder.io/widget/bookings/10min-lg-follow-up
10 Min Funding Follow Up Call:
Depending on how much a client is waiting for in ERC Refunds, how long they have been waiting, and how well they could put that capital to work, it may make sense to get access to 50% t0 85% of the refund in a few weeks VS another 6-9 months. We can help them determine that with tools like this calculator!
SPECIALIZED TAX INCENTIVES & OPERATING COST REDUCTIONS
What are they?
Here are some examples...
Cost Segregation Studies
R&D Tax Credits
Property Tax Reductions
Disaster ERC (separate from COVID ERC)
Merchant Services Audits
Workers' Comp Insurance Audits
Work Opportunity Tax Credits
Insurance Underpayment Audits