Mortgage Banker


Tax Opportunity Review

Company: Mortgage Banker
Revenue: $106 million
Ownership: Private
Service: Complimentary Tax Check-Up

What True Partners did

True Partners performed a detailed review of all federal and state tax returns and supporting work papers and financial statements for the 3 preceding years. True Partners' goal was to identify future tax savings opportunities for prior year refunds and/or credits.


  • Identified several opportunities to accelerate tax deductions on an annual basis in excess of $500,000
  • Improved processes to obtain future sales tax savings
  • Actual annual cash tax savings of approximately $200,000
  • $850,000 NPV over the first 5 years

Contact Information: Managing Director
John Bennecke


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