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About Plan Your Bank

FACT: As a business owner, you spend money every single day and are always managing your business cash flow. My focus is to help bring money back to you that you may have already spent. HOW I CAN HELP: I provide a Specialized Tax Incentive and Expense Reduction Programs that your CPA does not provide! These are taxes and expenses that almost all businesses pay. Program Examples: • Cost Segregation Study • Research and Development Credits • Property Tax Overview • Employee Hiring Rebates • Credit Card Merchant Audits • Workers Comp Insurance Audits • Numerous other programs WHO QUALIFIES? • Manufacturers – Average savings $270,000 • Funeral Homes – Average savings $153,000 • Medical Facilities – Average savings $271,000 • Restaurants – Average savings $230,000 • Commercial Real Estate Owners – Average savings $240,000 • Auto Dealerships – Average savings $80,000 • Virtually any company will qualify including Golf Courses, Software Developers, Construction, Architects & Engineers, Online Retailers WHAT MAKES ME DIFFERENT? When you partner with Lane Financial Solutions, all of these services are provided at NO RISK to the business. All of these programs are performance based, which means there are never any fees unless funds are recovered. The company I partner with has in the past 15 years recovered over $500 million in expenses and government tax incentive rebates for business owners strictly on a contingency basis. HOW IT WORKS The typical interview/survey takes 15 minutes and can be completed in person or on the web. Using our proprietary software, I can estimate the potential savings for the business by the end of the call. Following will be gathering some of the appropriate documentation and letting our specialist get to work for the business. READY TO GET STARTED? Contact me directly on LinkedIn Lane@LaneFinancialSolutions.com www.LaneFinancialSolutions.com 405.698.2265

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