≡ Menu

Tax Incentives & Expense Recovery

Spinnaker Financial provides clients a powerful solution to regain capital through a broad range of federal, state and local tax credits and incentives. We structured our organization and processes to meet all of the challenges commonly experienced by companies attempting to capture financial savings and reinvest in their businesses with a focus on each client’s specific industry, circumstances and goals.

Our team works side by side with our clients, CPAs, and accounting staff to ensure a smooth integration of these lucrative tax credits.
Addition to tax incentives, we then help businesses find money that they are currently losing unknowingly and unnecessarily with other major business expenses such as:
Calculations for the auditing aspect img

  • Credit Card Merchant Services
  • Workers Compensation
  • Parcel Delivery (UPS & FedEx)
  • Waste Removal
  • Telecom Services (Local, Long Distance, Data, & Wireless Services)

All Audit Consulting does not require changing vendors.  We only work to reduce of the cost of the fees charged by your current vendors.

You have NO risk with our professional services because

“We find savings for you or there is NO FEE”.

If we find savings for you, you keep 50% – 90% of the savings.

We are here to serve you and financially strengthen your business. We look forward to having the opportunity to meet with you and educate you on all of the available credits, incentives, deductions and other reduced businesses expenses you may qualify for!

 
Schedule A Private Consultation With our Wealth Strategies

Sign Up for Our Video Classes

The Personal Economic Model Discover the Financial Challenges That Can Make The Difference Between Success or Failure