Expense Reduction Consultants Who Work With Your Advisors

Reduce Business Costs

Within 15 minutes; our financial advisors can estimate the savings your company could receive using our services. Unlike other business accountants and business tax firms, Wesley Financial Services does not charge upfront fees for our consult or services. Our 15 minute conversation has no risks, we won't even charge when you begin. This is because over the past 20 years, our team of partner advisors have discovered over $500 million in savings for companies. We have found significant savings for 90% of the companies who contact us. 

Find Business Tax Breaks

We cut costs by looking at business expenses, finding federal tax incentives, and providing financial solutions through our trusted partners. Our business tax auditors work to limit business expenses in essential services such as with credit card merchant fees. Finding a Business CPA or business financial advisor is key, but Wesley is the addition you need this year to increase profits and find those tax breaks. You can bring your accountant and CPA firm to us; we work with your financial team to bring you these additional expense and tax solutions together. 

Tax Specialists, Attorneys, Auditors, & Engineers Find You Savings

We discover tax incentives for your business and continue to supply your CPA or business tax firm with the information they need to find thousands in savings together. If you think large corporations like LaZBoy, Toyota, or Popeyes get the best tax breaks and financial services, it is because they have worked with our financial partners team. Because we provide the same services to these large corporations and small to mid-size companies, we help bring you the tax breaks that your financial team may not be able to find alone. 

THE FINANCIAL BENEFITS ARE LIMITLESS

We work with thousands of companies to find automotive, real estate, construction, hospitality, manufacturing, healthcare, retail, restaurants, and several other industries tax incentives and financial solutions. Because we have helped on average 90% of the clients who reach out to us, business owners benefit from simply reaching out and spending those 15 minutes with us. We don't waste a minute of your time because we know how to execute solutions. With millions found in savings, we also provide business auditing for credit card merchant fees, waste and recycling, workers compensation insurance, and parcel shipping costs. 

 

 

No Need to Change Your Services

Unlike many financial service firms, we do not "sell" or make you change your current services and vendors. The analysis report to find savings and auditing are completely free of charge. Only when savings are found, you are able to sign up with our partner teams for a nominal fee related only to your total savings. You do not pay any fees unless you choose to work with us to capture your found savings. We disclose our small fees before you decide to move forward with us to retrieve the savings. For Cost Segregation, our fixed fee is a small portion of tax benefits – assuring your business savings with no risk of a negative ROI.

Specialized Tax Solutions

There are many business savings opportunities we can find due to our national team of tax specialists, consultants, managers, lawyers, and business auditors. We work with your financial team to discover tax breaks in every aspect of your business. Commercial property owners can find tax savings of $50,000 - $300,000+ using our expert tax personnel. These kind of tax incentives are rarely utilized by many tax and financial advisory firms mainly due to lack of specialized talent; which is why we partner with your financial team and to discover the savings. 

Cost segregation services 

Cost segregation studies are one of the tax plans open to proprietors of property real estate today. This tax plan that is common offers the opportunity to reevaluate taxation, lessen their tax burden that is present, by improving their cash stream and release funding to facility owners. Every taxpayer who owns, constructs, renovates, or acquires a real estate arrangement stands to benefit from a cost segregation analysis.

Research & Development Tax Credits

We can run a study for the present year, all future tax years and the last 3 years for R&D tax credits. Any credits that are unused carry forward for twenty years.  These credits may lead to a decrease in taxes and also refunds from prior years in the future and current years. Less than 1/3 of companies utilize research & development tax credits.  We work nationally to help companies find federal R&D tax credits. Our R&D tax experts are able to find any unaccounted research & development tax credits. As of 2016; two new laws for start ups and small businesses can benefit tax breaks greatly.

Start up business tax credits

Creating a trade or business or exploring the creation or acquisition of an active trade or business.  Some of these costs might include surveying markets, analyzing products or the labor supply, seeing prospective business locations, and some other costs related to creating or investigating a business.  Preparing the business to start.  Any costs you incurred before opening your doors and begin to create income are included with the exception. Eligible expenses may include employee training and wages, travel costs to find suppliers and distributors, advertisements, and adviser fees such as accountants and attorneys.  

Reduce Your Taxes With A Free Analysis Today

We have saved over $500M for our clients through our innovative tax break and incentive measures; finding small deductibles and credits that you may otherwise be unable to find with your financial team. Working with us for an analysis is free of charge because we provide a win-win service. We find you thousands in tax savings; and you can choose to move forward with our plan and a pre-disclosed estimate instantly. Because we work nationally; we know exactly what incentives to find in your area. 

 

Business Expense Reduction

What could you grow with the extra cash flow we find? All services are free of cost unless savings are found. Get a free savings estimate and analysis by booking a 15 minute appointment. Only if you decide to move forward with us; will a small pre-disclosed fee be charged. If no business expense savings are found, there is no fee from us. Our business auditors will not shift your vendors or service providers; allowing you to maintain the flow you need in you company. Our 15 minute call provides an 11-point series of information in savings for key expense areas; some which are specific for your industry.

 

Credit Card MerchanT Audit

Processing fees could be significant if you're in business in which you accept charge cards for payment -- and merchant. On top of it all, your processing invoice is being among the very complicated and detailed your company is going to get. Your bank relationship could be damaged by switching chips worse, could disrupt cash flow to your company. Costs can be lowered by having a merchant audit without changing equipment. We will provide a itemized overview of those charges you receive yearly that you just accepted for payment. Our experts may identify areas where improvements could be made each month, in how you had been billed that result in verifiable savings. Every month you are supplied and we all have been just compensated on results.

Parcel Shipping Audit

Through FedEx invoice audits and UPS, our experts will stabilize the areas of speed negotiation and considerably reduce your expenses by utilizing a mixture of proprietary software that is Best in Class, years of knowledge and industry experience, and our connections with the carrier carriers. You will find over-charges, mistakes and or late delivered packages on most UPS and FedEx bills, 52 weeks each year. There is a substantial amount of money to be stored, and package audits are you can find these dollars back. Regrettably, most businesses would not need the employees, enough time or the skill to audit these UPS invoices and fed ex invoices . What shippers typically do is "area check" their invoices. This isn't efficient.

Waste & Recycling Audit

Approximately 90% of companies are currently overspending in their waste disposal and recycling costs. Could not it be great if you were able to rely on somebody besides your waste hauler to assist your business manage its waste disposal and recycling costs? If you are spending a lot more than $1,500 per month on your waste disposal and recycling expenses you might be spending. All of us will run a comprehensive audit of your existing operations to identify where you are overspending and losing money on your waste disposal and recycling program. We use a multistep proprietary process to build up a customized program to boost efficiency and reduce costs. We save our customers on average of their waste disposal and recycling expenses. 

Workers' Compensation

We can recover up to 10-20% of workers compensation premiums. We can review 15 years in the past to find overpayments for premiums. Workers compensation insurance is compulsory in many states. If your business employs workers and you are not a qualified self-insured, you are likely obligated legally to purchase a workers reimbursement policy. There are steps you can take to lower your premium while workers compensation policy is a necessary expense. For your own efforts to be prosperous, you must understand how your premium is calculated.

 

                                                                                  

No savings; No fees

We work with your Advisors.

For specific inquiries, please contact our firm by booking an appointment with the button below or using the form at right.

  Nick Y. Ibrahim,  CPA, MST

Nick Y. Ibrahim, CPA, MST

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