Are these services my CPA or CFO could handle…?

Business expense reductions, revenue gain opportunities and tax incentives, we identify and recover on your behalf, require highly specialized expertise to maximize your benefit capture and to ensure any overcharges found are permanently removed. 

As an example, twice a year, Visa and MasterCard update their fee structures which are referenced in documents that are several hundred pages. This is not an area that CPAs or CFOs are trained to work through.

Similarly, specialized tax incentives such as the R&D tax credit are extremely technical and backed by myriads of case law. CPAs do not have the time nor the knowledge to investigate, determine, procure and defend specialized tax incentives such as those in the Section 41 ("Research") Credit.

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