Schedule the Right Conversation

A brief conversation to identify potential business tax credits, incentives, or recovery opportunities that may warrant a more detailed review.

• Research & Development Tax Credits — Identify activities involving development, improvement, engineering, testing, processes, products, software, formulas, or technical problem-solving.
• FICA Tip Tax Credit — Review potential opportunities for qualifying businesses with employees who receive customer tips.
• Tariff Refund Opportunities — Identify businesses that may have paid qualifying import tariffs and could be eligible for potential tariff recovery or refunds.

No obligation. The initial conversation is simply to determine whether further review may be appropriate.

An educational, discovery-oriented Zoom meeting designed to quantify potential Research & Development tax credits at the federal and state levels for the individual attending. We will review qualifying activities and determine whether a more detailed R&D credit analysis is appropriate.

Choose this appointment after a discovery call indicates that R&D tax credits may be worth exploring in more detail.

A brief introductory conversation for business owners who want to learn how the DREAM Score works and determine whether a complete business review would be beneficial. We will identify potential areas where money may be lost, overlooked, underutilized, or recoverable and determine the appropriate next step.

Choose this appointment if you are new to the DREAM Score or would like to determine whether a complete business review makes sense.

A brief introductory conversation for employers interested in exploring group benefit options, employee benefits, and potential cost-savings opportunities before determining whether a more detailed consultation makes sense.

No obligation. The initial conversation is simply to determine whether further review may be appropriate.

A consultative appointment for employers interested in reviewing group medical coverage, healthcare costs, employee benefits, Section 125 health and wellness strategies, and employee recruitment and retention concerns. We will review the organization's current situation and determine whether a detailed benefits analysis, cost-savings review, or group medical proposal is appropriate.