SUPPORT

Process steps and resources below!

QUALIFYING OPPORTUNITIES

We can help on average 90% of the businesses we speak with even if it is just for a small hiring incentive, but what vertical, size, and type of businesses have the most opportunities?

SCHEDULING A CALL

Schedule your Clients' first 15 minute call here. Be sure to select THEIR time zone and to include YOUR NAME in the Referred By field. Add any notes right in the form you want us to be aware of.

THE PROCESS

What is the Process? Fairly straightforward: our initial 15 minute Intake Call is where we identify and communicate current opportunities. The next 30 minute Discovery Call serves to validate those. Once an opportunity has been validated and the client wants to pursue it, we execute a simple agreement and get to work to complete the study / process to help the client receive the benefits.

CLIENT POTENTIAL CALCULATOR

This provides a potential success score for clients companies if you know some of this information about them

ERC REFUND FUNDING - EVALUATING THE BENEFIT TO THE BUSINESS

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

NEED HELP?

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