Tax and Expense Consultants Who Work Alongside Your Advisors




Within 15 minutes; our consultants can estimate the savings your company could receive using our services. Wesley Financial Services does not charge upfront fees for our consult or services.  We and our affiliates have discovered over $600 million in savings for small and mid-size companies. One or more of our services can be utilized by 90% of all businesses.



We reduce business expenses, find federal tax incentives, and provide financial solutions through our trusted partners. Our business expense analysts work to identify tax opportunities such as cost segregation studies and limit expenses in essential services like over-payments in worker's compensation insurance.  We work with your CPA and advisors to bring you these additional expense and tax savings solutions together.  


business tax specialist

We focus on specific solutions that require specialized expertise.  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. Our resource team of over 100 industry specific Program Specialists, Tax Engineers, IP Attorneys and Financial Analysts allow us to deliver the most comprehensive engineering based tax studies and cost recovery programs to our clients.


business tax savings

We work in all industries from  automotive, real estate, construction, hospitality, manufacturing, healthcare, retail, hotel, restaurant, to achieve these tax incentives and financial solutions. With millions found in savings, we also provide business expense analysis for savings in credit card merchant fees, waste and recycling, workers compensation insurance, and parcel shipping costs.  


business tax reduction

We do not make you change your current services and vendors.  Only when savings are identified, you then proceed to service execution with our partner teams.  Our fee is a nominal portion of your total realized savings. You do not pay any fees unless you choose to work with us to capture your realized savings. 


Specialized Tax Solutions for Every Industry

Commercial Property Tax Savings

A comprehensive property tax review provides a fair and equitable assessment of asset value with the potential to decrease companies expense and create immediate cash flow for commercial property owners / real estate investors.

Cost segregation services

Cost segregation studies is one opportunity open to commercial property owners today. Every taxpayer who owns, constructs, renovates, acquires or relocates a real estate arrangement stands to benefit from a cost segregation analysis.  We also provide a look-back analysis to capture potential benefits that may have been missed in previous years.

Hiring Incentives & Tax Credits For Hiring (WOTC)

Local, State, and Federal tax incentive programs allow employers to reduce taxable liability of private-for-profit employers for the hiring of qualified individuals.  Tax credits can range from $2,400 to $9,600 per qualified hire.

Research & Development Tax Credits

We can perform an analysis for the present year, all future tax years and the last 3 years for R&D tax credits. Less than 1/3 of companies that qualify, actually utilize research and development credits.  Our R&D tax experts are able to find any unaccounted research & development expenditures that contribute to maximize the available R&D Credit.

Start up business tax credits

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                                                                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 other costs related to creating or investigating a business.   

Reduce Your Taxes With A Free Analysis Today

reduce my taxes

We and our affiliates have saved over $500M for our clients through our innovative tax incentive measures.  We can find you thousands in tax and expense savings.  We offer a risk-free analysis of your potential savings.  We've provided these services nationally, so we understand your specific local obligations and can help save you money regardless of your state or local jurisdiction. 

Business Expense Reduction

Free Savings Analysis

free savings analysis

Get a free savings estimate and analysis by booking a 15 minute appointment.  If no business expense savings are found, there is no fee. Seamless integration; our business auditors will not shift your vendors or service providers; allowing you to maintain the workflow you built into your operations. Our 15 minute call provides an 11-point series of information in savings for key expense areas.

Credit Card MerchanT Audit

credit card merchant audit

Processing fees could be significant if you're in a business which accepts credit cards for payment. Your credit card processing invoice are often long, convoluted and difficult to assess their accuracy. We will provide an itemized overview of those charges you receive each month and provide you with ongoing support throughout your Credit Card Merchant relationship.

Parcel Shipping Audit

parcel shipping audit

Through freight and shipping invoice audits, our experts will stabilize the areas of speed negotiation and considerably reduce your expenses by utilizing a mixture of service and proprietary software that is best in class.  You will find over-charges, errors and or late delivered packages on most shipping bills, 52 weeks each year. 

waste audit

Approximately 90% of companies are currently overspending in their waste disposal and recycling costs. We use a multistep proprietary process to build a customized program to boost efficiency and reduce costs. We save our customers on average of 20% on their waste disposal and recycling expenses. 


We can recover up to 10-20% of workers compensation premiums. We can review 15 years of data to find overpayments for premiums. Workers compensation insurance is compulsory in many states.  While workers compensation policy is a necessary expense, there are steps you can take to lower your premium .                                           

Retirement Plan

Wesley offers retirement plan options with business cash-flow retirement through our tax planners. We walk you throught the planning process and ensure you are able to retire while still profiting from your business. If you're ready to sell or want to continue your business with more time to relax; this is a great option to consider. 

Business Valuation

We work with one of the leading firms in the US providing business valuation services. By combining expertise, experience and the technical skill, each business valuation client receives close personal and professional attention.  Our affiliates have prepared valuations in all 50 US states and has testified for litigation  purposes in 10 states.