The Process

When you're ready to start saving money with tax credits, follow this simple process. We'll be there to help you along the way!

  1. Contact our office for a free consultation.
  2. Determine the terms of your representation and sign an agreement.
  3. Introduce us to your accountant.
  4. Provide us with a signed Information Release Form authorizing us to review your tax information.
  5. Prepare the application forms with our assistance.
  6. Allow us to sell your credit for the highest possible price.
  7. Receive your money!

Contact us today for details or with any questions you may have about the many tax credit transfer programs.


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