PLATINUM Endowment

Retirement, and Estate Planning

Expert Custom Solutions         

Quality Products Since 1960

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(630) 834-3794

         Cost Savings + Tax Incentives = Substantially More Cash Flow

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Our team of over 100 Consultants, Project Managers, Engineers, Intellectual Property Attorneys, and Expense Auditors have worked seamlessly for the past 15 years to uncover Expense Reductions and Specialized Tax Incentives.

There is no cost or obligation for our service unless we get you money.

Right now most are not aware of the COVID Emergency Business Payroll Credits. $5000 per qualifying employee.

You are most likely overpaying in 8 areas

1. Federal Income Tax

2. Property Tax

3. Workman's Comp

4. Hiring

5. Payroll Taxes

6. Merchant Processing Fees

7. Waste Collection

8. Shipping

We can help .

Programs include:

Specialized Tax Incentives & Tax Credits

Our Proprietary App has helped agents deliver over $500M in Local, State, and Federal Tax Incentives to their clients. Our Industry Experts work with your clients to discover which incentives they are eligible for. Fees are based on a percentage of savings.

Cost Segregation

Engineering-based Cost Segregation Studies permit commercial real estate owners to reclassify real property for depreciation purposes as more rapidly depreciating personal property. An average Cost Segregation study offers approximately $70,000 to $90,000 in additional depreciation per $1 million in purchase or construction cost over the normal 39-year straight line method.

R&D Tax Credit

The R&D Tax Credit is a federal program listed under Section 41 of the IRC and is designed for companies performing manufacturing in the U.S. The R&D Tax Credit provides an avenue to receive “tax money” back from prior years while also reducing current taxable income on a dollar-for-dollar basis. An Average R&D Tax Credit Study offers approximately $20,000 to $40,000 per year for every $1 MM in total company payroll. Companies may be eligible for three years, plus the current year.

Work Comp Insurance Audit

70% of all employers have overpaid on their Workers’ Compensation premium costs. Our team performs a review to determine if there is a significant opportunity for a lower rated classification as they are typically determined by insurance company underwriters.

Credit Card Merchant Audit

Our Credit Card Merchant audit helps organizations reduce payment processing expenses. Our proprietary tools audit and analyze credit card processing and provide transparency to merchant fees and statements. Fees are based only on a percentage of savings.

Waste and Recycling Audit

Our analysis includes finding loopholes by conducting a thorough review of your property, past invoices and pricing schedule. Whether the property is located in a city with set pricing or an open market, we know what it takes to uncover big savings.

Parcel Shipping Expense Audit

Our audit software automatically downloads carrier invoices and secures refunds for clients. Our processes are not intrusive. We currently have an annual audit volume of $1.6 Billion Dollars and our billing is based on a percentage of received refunds.


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Clients Include:







Big Boy




Yankee Candle

Franchisees for:


Holiday Inn