Untapped Refunds ThreeFive has recovered over $400 million for clients and focuses on precision audit recovery across federal and state refunds, credits, and deductions. This positions them as a specialized partner for companies seeking optimized tax outcomes, including complex state audits and multi-state filings.

Contingent Model Operate as a non-CPA firm with a contingent payment structure, invoicing only upon successful refunds or credits. This reduces upfront risk for potential clients and can be a strong magnet for firms prioritizing ROI and performance-based partnerships.

Cross Industry Expertise Serving startups to Fortune 500 clients with services like cost segregation, domestic production activities deduction, and data center refunds. This breadth suggests opportunities with mid-size to large enterprises undergoing expansion, IT deployments, or capital-intensive projects nationwide.

Expansion Ready National expansion since 2008 and a diverse service slate indicate capacity to scale for multi-state tax recovery programs, making ThreeFive a potential partner for organizations planning multi-state expansions or reorganizations.

Technology & Data Invests in data gathering and analysis methods and leverages a tech stack that supports efficient delivery. This signals a capability to integrate with client data systems, offer audits with data-driven insights, and potentially streamline enterprise tax recovery processes.