Tailored Audit Recovery ThreeFive specializes in precision audit recovery and data analysis across federal and state refunds, credits, and deductions, offering a contingency model with refunds only after successful outcomes. This positions them well to engage prospects seeking low-risk, performance-based tax recovery services for optimized cash flow.

National Expansion With national expansion since 2008 and a client base ranging from startups to Fortune 500, ThreeFive can target mid-market to large enterprise prospects across multiple states needing multi-state tax recovery expertise and audit defense.

Diverse Tax Services Their service suite spans meals and entertainment deductions, sales and use tax refunds, research tax credits, property tax, cost segregation, utility audits, and more, enabling cross-sell opportunities to firms with complex tax footprints or evolving state incentives.

Contingent Delivery Operating as a non-CPA firm on a contingency basis with audit defense included, ThreeFive reduces client risk and upfront costs, which is appealing to organizations with uncertain or fluctuating tax recoveries and budget scrutiny.

Tech-Enabled Efficiency A tech-forward approach with data gathering and analysis optimization, plus a modern web and CMS stack, suggests opportunities to integrate with prospects seeking scalable, technology-driven tax recovery and data analytics capabilities.