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Regional chain · Retroactive filing

$60,000+

Years of missed credits, claimed back for a chain that had simply never filed. Secured, funded, done.

Secured$60,000+
Filing window3 years back
LocationsMultiple
The situation

A regional restaurant chain with tipped staff across multiple locations and a finance function that was, by every other measure, well run. The credit had never been filed — not through oversight in any one year, but because it had never been on the list at all. That is what makes the first filing the largest.

What we did
  1. 1Consolidated payroll and tip reporting across every location
  2. 2Worked the full retroactive window: the current year plus three prior years
  3. 3Filed amended returns per entity, documented to survive review
  4. 4Handed the CFO a repeatable process so the credit is claimed going forward
The outcome

Over $60,000 secured and funded. Because the filing window reaches three years back, a chain that has never claimed typically sees its largest recovery on the first filing — and a smaller, recurring one every year after.

Years of missed credits claimed retroactively — over $60,000 secured for a chain that had simply never filed for it.
David L., CFO, regional restaurant chain