What We Do

Financial Recovery Platform

A centralized platform to help businesses identify, assess, and recover eligible refunds, rebates, incentives, and drawback programs embedded within everyday operations.

R&D Tax
Credits

Convert qualifying research, engineering, and software development expenses into federal and state tax credit.

Sales & Use Tax

Reclaim sales and use tax overcharges from exempt transactions, classification errors, and incorrect tax applications.

Fuel
Credits

Refunds on federal and state fuel excise taxes from qualifying off-road commercial and business fuel usage activities.

Duty Drawbacks

Recover customs duties, taxes, and fees paid on imported goods that are later exported, destroyed, or reclassified.

Utility Credits

Access refunds and incentives tied to your power, gas, and water use, plus benefits from energy efficiency programs.

Transport Rebates

Claim rebates and credits on shipping, logistics, fleet management, and other transportation expenditures.

How We Do

Discovery to Deposit. Zero Upfront.

We turn operational data into recovery outcomes by identifying eligible programs, validating requirements, and preparing documentation through submission and deposit.

Our process

Discover

We review operational and financial data to identify potential credits, refunds, and rebates across relevant programs.

Validate

Apply program requirements and eligibility rules retroactively to confirm qualification and project accurate recovery amounts.

Compile

Required Documentation, records, and claim materials are prepared to meet program and compliance requirements.

Recover

We file and monitor claims through completion, delivering your recovery as refunds, tax credits, or direct reimbursements.

FAQs

Frequently Asked Questions

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Still have questions?

Contact one of our experts to find out how we can help your business today.