We uncover tax incentives and reduces expenses for businesses. Our software identifies over $200k in savings, and our expense analysis finds cashflow in many areas. With consultants nationwide, we’ve saved businesses over $500M in just 15 minutes.

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Ongoing Support & Optimization

We continue to monitor and optimize your savings, ensuring you capture any new opportunities, including identifying and recovering any underpayments. Our goal is to keep your financial strategies aligned with your business growth and changing tax laws.

Bradley Boland

BDC Properties llc

Kate and company did it again!

Kate’s ability to assess our needs for increasing cash flow and savings has been a positive experience. Her patient attitude and out-of-the box approach has helped our family-owned business uncover thousands of dollars in Employee Retention Tax Credits as well as other tax strategies having to do with cost segregation. Her efforts were instrumental in getting the tax strategy resources needed to positively impact our bottom line. We highly recommend working with Kate and her team.

Leslie Villareal

Visionary Health

Kate is top notch in her field and she’s willing to go the extra mile to find tax breaks and other savings in your business. Whether you think you qualify or not, it is worth it to have a conversation with Kate to assess where things stand. The breadth of her knowledge is impressive and I highly recommend her. “

Deborah Field

Paperjam Press

She helped me receive ERC monies. I am seeking some money to do some remodeling in my business space and she made a call to her Director of Corporate Lending, Mark M assessed my situation, and rather than steering me into closing on a higher interest loan, he was transparent and upfront and said that “it would be foolish for me not to go back to my bank and ask for another lower interest rate loan, and if denied lets revisit the loan here…” conversation. Never in all my years as a business owner have I had such a proactive recommendation. Kate is smart and deeply cares about helping small business owners have access to available credits and good loans.

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