HOW IT WORKS
A seamless process from start to finish.
We handle your claim smoothly and thoroughly, resulting in the maximum defensible funds recovered on your behalf. Here is exactly what happens, and what we need from you at each stage.
A SEAMLESS PROCESS
Four steps, and we carry most of them.
You will not be handed a portal and left to work it out. Every stage has a named person on our side and a clear next action on yours.
- 01
Free Consultation
We learn how your business operates, determine which programs you may qualify for, and tell you exactly what documentation we would need. No cost, no obligation.
- 02
Review & Analysis
Our advisors run a no-cost analysis of your records to identify every credit and deduction available to you, and to size the opportunity honestly before you commit.
- 03
Processing Your Claim
We prepare the study, the supporting documentation and the tax forms, and we coordinate directly with your CPA and payroll provider so nothing falls between the two.
- 04
Receive Your Funds
Your refund comes from the IRS directly to you. We stay on file and stand behind the work if the return is ever examined.
★ WHAT WE NEED FROM YOU
Your total time investment, stage by stage.
We are deliberate about this, because the most common objection we hear is time — and the honest answer is that there is far less of it than people expect.
| Stage | What we need | Your time |
|---|---|---|
| 01 · Free consultation | A conversation about what the business does and how it is structured. No documents required. | 20–30 minutes |
| 02 · Review & analysis | Access to the records relevant to the program — payroll summaries, cost records, closing documents. | 1–2 hours |
| 03 · Processing your claim | Clarifying questions as we build the file, plus an introduction to your CPA and payroll provider. | 1–2 hours |
| 04 · Receive your funds | Nothing. Your preparer files, and the IRS issues the refund directly to you. | None |
★ A NOTE ON SECURITY
We do not ask you to upload documents to this website.
This site has no file upload capability of any kind, by design. Document exchange happens through channels we control and can audit, arranged with your representative directly.
- No uploads anywhere on this website
- No client records stored on the public web server
- Exchange arranged with your named representative
★ NO COST, NO OBLIGATION
Ready to find out what you are owed?
A consultation costs nothing and takes about twenty minutes. If there is nothing there, we will tell you that plainly.