Frequently Asked Questions

We work with established businesses across virtually all industries, from small companies to large enterprises. Our typical clients have annual revenues between $500K and $50M+, though we evaluate each business on a case-by-case basis. We particularly focus on businesses that may qualify for R&D tax credits, Employee Retention Credits, government grants, or other programs they might not be aware of.

Most of our programs operate on a success-only basis, meaning you pay nothing unless we successfully recover capital for your business. For our initial consultation, there is no charge whatsoever. We'll evaluate your situation, identify opportunities, and only move forward with programs where we believe we can deliver meaningful results. We'll always discuss any potential costs upfront before beginning any work.

The timeline varies depending on the specific programs and the complexity of your business. Initial consultations typically take 30 minutes. After that, once we identify opportunities, some programs can be completed in weeks, while others may take several months. We'll provide you with a realistic timeline during your consultation and keep you updated throughout the process.

Absolutely. Confidentiality is paramount in our work. All information shared with us is treated with the strictest confidence. We comply fully with all applicable privacy regulations and our team is bound by confidentiality agreements. We will never share your business information with third parties without your explicit permission.

We specialize in a wide range of programs including: Research & Development (R&D) Tax Credits, Employee Retention Credit (ERC) recovery, Work Opportunity Tax Credit (WOTC), State and Local Tax Incentives, Energy Efficiency Tax Credits, Government Grants and SBA Programs, Healthcare Reimbursement Programs, and various industry-specific funding opportunities. Our team stays current on all available programs to maximize opportunities for our clients.

Not necessarily. While having tax returns prepared makes the process smoother, we can often begin the evaluation process with basic financial information. We'll work with you and your existing tax professionals (or connect you with our network of CPAs) to ensure all documentation is properly gathered. Our team includes tax attorneys and CPAs who can assist with any tax-related aspects of the process.

Unlike firms that focus on just one area, we take a comprehensive approach to financial optimization. Our network includes tax attorneys, business attorneys, and CPAs who handle execution with legal precision. We've recovered over $3 billion for more than 10,000 businesses. Most importantly, we operate on a success-only basis for most programs—you don't pay unless we deliver results.

Getting started is simple. Click the "Book Free Consultation" button or fill out the contact form on this website. We'll schedule a 30-minute confidential consultation at no charge to discuss your business and identify potential opportunities. There's no obligation and no upfront cost. We'll walk you through the process and explain how we might be able to help unlock hidden capital in your business.