Home / Improve Profitability
Strengthen Margins
Recover Avoidable Expenses.
Unlock Hidden Tax Incentives.
Most businesses unknowingly waste 20–40% of their spend. Legacy 1108 coordinates contingency-based cost audits and engineering-based tax strategies so you keep more of what you earn — with no upfront cost on the audit side.
If we don't find you savings on the cost-audit side, there's no fee.
Two Levers, One Advisor
Profitability Work Happens in Two Places
The money you keep comes from what you stop overpaying and what you're entitled to claim. We coordinate both — expense recovery and tax incentives — under one relationship.
Expense Recovery
A contingency-based audit of your recurring vendor spend. Specialists benchmark your bills against fair-market standards, surface overcharges, and recover credits — you approve every change and keep the long-term savings.
- No upfront cost — fee tied to verified savings
- 11 spend categories audited
- No changes without your approval
Tax Incentive Strategy
Engineering-based studies that turn property, research and energy investments into accelerated deductions and dollar-for-dollar credits — often recovering benefits from prior open tax years.
- Cost segregation & R&D credits
- 179D & 45L energy incentives
- 1031 exchange coordination
Contingency-Based Audits
11 Spend Categories We Audit
Decades of category-specific benchmarking data let auditors spot what a general bookkeeper can't — and recover money that quietly leaks out every month.
Utilities
Electricity, gas and water bills benchmarked against fair-market standards to surface overcharges and mispriced service.
Telecom
Wireline, wireless and data services audited for billing errors, unused lines and contract terms that drift above market.
Waste & Recycling
Hauler charges compared against proprietary benchmarks to recapture credits and correct service-level mismatches.
Merchant Processing
Credit-card processing statements reviewed for hidden surcharges, downgrades and non-qualified fees inflating your effective rate.
Property Tax
Assessments examined for overvaluation and eligibility for appeals that lower your recurring property tax burden.
Managed Print
Print fleet contracts audited for overage, unused devices and per-page pricing that no longer reflects actual usage.
Uniform & Linen
Rental and laundry agreements reviewed for billing accuracy, missing inventory and inflated service frequency.
Small Parcel
Shipping and freight invoices audited for rate errors, accessorials and carrier refunds you're owed but never claimed.
How the fee works: the cost audit is contingency-based. If the auditors don't find savings that hit your bottom line, there is no fee. You approve every change, and you keep 100% of the savings long after the engagement ends.
Engineering-Based Tax Strategy
Tax Incentives You May Be Missing
These are IRS-recognized strategies, not loopholes. Each study is backed by engineering rigor and defensible documentation your CPA can rely on.
Cost Segregation Studies
An IRS-recognized engineering study that reclassifies building components into 5-, 7- and 15-year recovery periods to accelerate depreciation and increase near-term cash flow.
- Typically reclassifies 20%–45% of a building's cost basis
- First-year savings often range from $50,000 to $1M+
- Bonus depreciation available for qualifying property
R&D Tax Credits
A dollar-for-dollar federal (and often state) credit for qualifying research and development activity — available to far more businesses than most owners realize.
- Applies to product development, process improvement and prototyping
- Can offset income tax or, for eligible small businesses, payroll tax
- Look-back studies can recover credits from prior open tax years
179D Energy Deductions
A per-square-foot deduction for energy-efficient commercial building construction or retrofits — lighting, HVAC, hot water and building envelope improvements.
- Available to building owners and designers of government buildings
- Deduction scales with measured energy savings over baseline
- Pairs naturally with a cost segregation study on the same property
45L Energy Credits
A tax credit for builders and developers of energy-efficient residential and multifamily rental properties that meet qualifying performance standards.
- Credit per qualifying dwelling unit
- Applies to new construction and qualifying retrofits
- Coordinated with 179D where projects span use types
1031 Exchange Support
Coordination of like-kind exchange strategy to defer capital gains tax on the sale of investment real estate while you reinvest into replacement property.
- Defer capital gains on qualifying investment property
- Strict identification and timing deadlines managed for you
- Paired with cost segregation on the replacement property
How It Works
A simple, low-effort path from review to recovered margin.
Share Access
Provide statements and a few account details — no heavy lifting on your end.
We Audit
Specialists benchmark your spend and property against market data and IRS methods.
You Approve
Review findings and approve every change or study before anything is filed or switched.
Keep the Savings
Recover refunds, lower recurring costs, and claim incentives that flow to your bottom line.
Is This a Fit for Your Business?
You spend $25k+ annually on utilities, telecom, waste or merchant processing
You own or recently purchased, built or renovated commercial real estate
Your business develops products, improves processes or does engineering work
You've made energy-efficient upgrades to lighting, HVAC or building envelope
You're a real estate investor planning a 1031 exchange or property acquisition
You want a second opinion on expenses and tax strategy — at no upfront cost
No Upfront Cost to Find Out
Find Out What You're Overpaying.
Tell us where you'd like to start — expense recovery, tax incentives, or both. We'll review your situation and follow up with next steps.
Legacy 1108 Business Advisors coordinates independent third-party providers for cost audit and tax incentive services and may receive compensation for referrals. Cost audit services are contingency-based; fees are tied to verified savings and no savings guarantee is made. Tax incentive studies — including cost segregation, R&D tax credits, 179D and 45L — are engineering-based strategies that require review by qualified tax professionals and do not constitute tax, legal or accounting advice. Actual savings and eligibility depend on your specific facts and circumstances. Service terms are governed by the applicable provider agreements.