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Our team
Callie Brister
Legal & ComplianceThe reason the 100% compliance record is a record and not a claim.
Tax credit recovery only works if the filings hold up. Legal and compliance owns the documentation standard behind every claim, the agent agreement every partner signs, and the disclosures that appear before anyone commits to anything.
It is also the function that says no — to a claim we cannot defend, or a promise a page should not make.
What this function owns
Where the Legal & Compliance line sits.
01
Filing documentation standard and audit defensibility
02
Agent agreements and partner compensation terms
03
Disclosures, consent and marketing review
