Determine My Eligibility

We provide a free analysis using our proprietary software to conduct a simple no-risk assessment. This allows us to identify and quantify immediate cost savings and benefit opportunities. When cost savings are available, and our services are employed, a 15 minute appointment is scheduled to identify needed documentation and information. Once we confirm there is a benefit, we will partner with your CPA and perform 100% of the work which is usually completed in less than 90 days.

Clients work with us without any upfront financial investment, an invoice is only generated after benefits have been delivered. There is No Risk with our 100% pay-for-performance business model.

This intake form is only for the purpose of identifying and quantifying the potential benefit and solutions we can provide to enhance your profitability and improve your bottom line. None of this information will be used by us or anyone else for any other purpose.

Do you own any commercial property?

Yes

Collectively, was your total construction / purchase cost over $500,000? If yes, how much?

Was your total renovation costs over $250k? If yes, how much?

Is your Annual Real + Property Taxes over $30k? If yes, how much?

Did you have any revenue prior to 2014?

Yes

Is your annual payroll $250k or more? If yes, how much?

How many new employees (including replacements) do you hire per year?

How many existing W2 employees do you have?

Do you process more than $500k in credit cards per year? If yes, how much?

Is your waste & recycling over $1000 per month? If yes, how much?

Is your workers comp premium over $40k per year? If yes, how much?

Is your telecommunication expenses over $1000 per month? If yes, how much?

Is your shipping expenses over $1000 a month? If yes, how much?

Do you bill your clients/ customers? If yes, how many invoices monthly?

Do you offer Group Health Insurance?

Yes

Thanks for submitting! Within 24 hours you will be contacted via email to schedule a time to go over the savings opportunity for your organization.

Improving Your Bottom Line, One Benefit at a Time

Determine My Eligibility