About Fores Financial Intelligence
We're a team of tax recovery specialists and financial operations experts dedicated to helping US businesses recover unclaimed tax credits and optimize their financial operations. Our mission is simple: put more money back in your pocket.
To help every US business recover the tax credits they're entitled to and operate with financial clarity. We believe that businesses shouldn't leave money on the table simply because the tax code is complex or they lack specialized expertise.
To be the most trusted partner for tax recovery and financial operations in the US. We envision a future where every business, regardless of size, has access to the expertise needed to maximize their financial potential.
Our Values
These principles guide everything we do, from how we serve clients to how we build our team.
Integrity First
We operate with complete transparency and honesty. Our recommendations are always in your best interest, not ours.
Results-Driven
We're obsessed with delivering measurable results. Our contingency model means we only succeed when you do.
Innovation
We combine deep expertise with modern technology to find savings and efficiencies others miss.
Client-Centric
Every client relationship is built on understanding your unique needs and exceeding your expectations.
Our Story
Fores Financial Intelligence was founded with a simple observation: most businesses are leaving money on the table. Whether it's unclaimed R&D tax credits, missed WOTC opportunities, or overpaid sales taxes, billions of dollars go unclaimed every year.
Our founders saw this gap and built a team of specialists dedicated to closing it. We combined deep tax expertise with modern technology to create a more efficient, more accurate approach to tax recovery.
Today, we've helped hundreds of businesses recover millions in tax credits and optimize their financial operations. But we're just getting started. Our goal is to make world-class financial expertise accessible to every business in America.
Our Team
We've assembled a team of experts across tax, accounting, and technology to deliver exceptional results for our clients.
Our leadership brings decades of experience from Big 4 accounting firms, Fortune 500 tax departments, and successful startups.
CPAs, Enrolled Agents, and tax attorneys who specialize in R&D credits, WOTC, sales tax, and property tax appeals.
Controllers and bookkeepers with expertise in modern accounting systems and financial best practices.
Engineers and analysts who build the tools and processes that make our services more efficient and accurate.
What Sets Us Apart
There are many firms that offer tax and financial services. Here's why businesses choose Fores.
Contingency-Based Model
For our tax recovery services, you only pay when we deliver results. No upfront fees, no risk.
Specialized Expertise
We focus exclusively on tax recovery and financial operations. This specialization means deeper expertise and better results.
Technology-Enabled
We use proprietary tools and modern technology to find savings faster and more accurately than traditional methods.
Proactive Approach
We don't just react to your needs – we proactively identify opportunities to save money and improve operations.
Transparent Communication
You'll always know exactly where things stand. Regular updates, clear reporting, and responsive support.
Long-Term Partnership
We're not looking for one-time transactions. We build lasting relationships that grow with your business.
Ready to Work Together?
Let's discuss how Fores Financial Intelligence can help your business recover tax credits and optimize your financial operations.