ELITE CPAS & ATTORNEYS PURSUING

TAX REFUNDS
SETTLEMENTS
TAX CREDITS
GRANTS
ON YOUR BEHALF
Award winning team as seen on:

Reclaim What is Rightfully Yours

R&D Tax Credits

Workers Opportunity Tax Credits

Energy Credits

Payroll & FICA Tax Reductions

Corporate Settlements

Comprehensive Fixed Asset Reviews

Cost Segregation Studies

OngoingSupport

R&D Tax Credits

Workers Opportunity Tax Credits

Energy Credits

Payroll & FICA Tax Reductions

Corporate Settlements

Comprehensive Fixed Asset Reviews

Cost Segregation Studies

OngoingSupport

Client Statistics

First Gen Financial has recovered
$150,000,000+
for our clients
Our average client recovers an additional
$197,640.53
after working with us
500+
Employers Served
22,000+
Employees Impacted

Why First Gen Financial?

01

Maximize Conservatively

With over 100 years of combined experience between experts working on your filings, we have encountered every conceivable scenario within the industry, providing your business with the expertise to maximize claims while minimizing external scrutiny. When required, your entitlements are supported by comprehensive legal memorandums, ensuring a secure and compliant recovery process.

02

100+ years of combined experience now on your team

When going after complex recoverable assets, having elite talent with decades of specialized experience, is costly to fund in-house, yet can make a significant increase in total assets recovered along with a decrease in the probability of an audit. First Gen Financial provides the best of both worlds.

03

More than Money

Throughout the process of recovering your rightful hidden assets, not all returns will be in the form of direct cash deposits to your bank account. Some niche programs may come as valuable employee benefits or material enhancements that improve the quality and functionality of your workplace.

04

Real Relationships

At First Gen Financial, we are a dynamic and continually evolving organization. As we grow, we stay in your corner. Our focus remains on how we can drive your growth and success as new opportunities arise in the marketplace.

01

Maximize Conservatively

With over 100 years of combined experience between experts working on your filings, we have encountered every conceivable scenario within the industry, providing your business with the expertise to maximize claims while minimizing external scrutiny. When required, your entitlements are supported by comprehensive legal memorandums, ensuring a secure and compliant recovery process.

02

100+ years of combined experience now on your team

When going after complex recoverable assets, having elite talent with decades of specialized experience, is costly to fund in-house, yet can make a significant increase in total assets recovered along with a decrease in the probability of an audit. First Gen Financial provides the best of both worlds.

03

More than Money

Throughout the process of recovering your rightful hidden assets, not all returns will be in the form of direct cash deposits to your bank account. Some niche programs may come as valuable employee benefits or material enhancements that improve the quality and functionality of your workplace.

04

Real Relationships

At First Gen Financial, we are a dynamic and continually evolving organization. As we grow, we stay in your corner. Our focus remains on how we can drive your growth and success as new opportunities arise in the marketplace.

Complimentary screening

Please complete this questionnaire to receive a complimentary screening for any claimable assets you may be entitled to.

Thank you, we will review your provided information and reach out regarding any recoverable assets you may be eligible for.
Oops! Something went wrong while submitting the form.

Real total dollar amounts we have recovered for clients