Blog

Insights, updates, and resources for ISO partners, CPAs, and restaurant owners navigating Restaurant tax credits and tax savings.

How to Qualify Restaurant Leads for Restaurant Tax Credit	s: A Sales Rep's Guide

How to Qualify Restaurant Leads for Restaurant Tax Credit s: A Sales Rep's Guide

Learn the key qualification questions that help you identify high-value restaurant leads for Restaurant tax credit recovery. Discover which businesses qualify, what questions to ask, and how to estimate potential tax credits on the spot.

Eddie Alvarez avatar

Sales Team

Admin

Maximizing Your Claim Pipeline: Best Practices for ISO Sales Reps

Maximizing Your Claim Pipeline: Best Practices for ISO Sales Reps

Discover proven strategies to keep your claim pipeline full and moving. Learn how to use kanban views effectively, prioritize claims, follow up with clients, and avoid common pipeline pitfalls that slow down your sales cycle.

Eddie Alvarez avatar

Sales Team

Admin

Common Objections and How to Overcome Them: Sales Scripts for ISO Partners

Common Objections and How to Overcome Them: Sales Scripts for ISO Partners

Master the art of handling common restaurant owner objections. Get ready-to-use responses for concerns about fees, timing, complexity, and trust. Includes real-world examples and proven closing techniques.

Damon Maletta avatar

Sales Team

Admin

ROI Calculator: Showing Restaurants the Real Value of Restaurant Tax Credit	s

ROI Calculator: Showing Restaurants the Real Value of Restaurant Tax Credit s

Learn how to use the in-claim FICA estimate calculator to show restaurant owners exactly how much they can recover. Master the art of presenting numbers that close claims, with real examples of average recoveries ($40K+) and net amounts after fees.

Eddie Alvarez avatar

Sales Team

Admin

How to Qualify Businesses for R&D Tax Credits: A Sales Rep's Guide

How to Qualify Businesses for R&D Tax Credits: A Sales Rep's Guide

Learn how to identify high-value businesses for R&D tax credit recovery. Discover which companies qualify, what questions to ask, and how to estimate potential tax credits for software companies, tech startups, and engineering firms.

Joe Admin avatar

Sales Team

Admin