Fuel your business dreams

We find the federal and state money your business already qualifies for, then handle the filing to bring it home.

Maximize cash flow. Minimize tax burden.

Every dollar of credit we recover is a dollar that stays in your business, working for the plans you already have.

Recovered for our clients$36,727,776.12And counting, one filing at a time.
Why Dream Strategies

Documented, defended, built to hold up.

Our specialists run every study, so each claim we file is built to stand up to review, and the savings you book are savings you keep.

See how we work
By the numbers

Real programs. Real recovered dollars.

These are real client outcomes, with the identifying details removed and the numbers left exactly as they came back.

$9.0Midentified in 179D deductions14-property multifamily · 2.12M SF
$1.3Mrecovered in payroll tax refunds34-facility skilled nursing group · FL
$432Kcertified in 45L credits208 new multifamily units · NJ
What we do

Six programs, one team, end to end.

Work Opportunity Tax Credit
A federal credit for hiring people who face barriers to work, with the submission, reporting, and audit prep all handled for you.
Payroll tax M&A
When you acquire, we recover the payroll tax owed on the transition through retrospective research, refunds, and direct advocacy with the agencies.
Cost segregation
Accelerated depreciation on your real estate, backed by an engineer-led study and a feasibility analysis before you commit.
R&D tax credits
A dollar-for-dollar credit for developing products, processes, or software, documented thoroughly and defended if questioned.
179D deduction
Up to $5.36 per square foot for energy-efficient commercial buildings, identified and substantiated from end to end.
45L tax credit
A federal credit for energy-efficient new homes and multifamily construction, mapped across every qualifying unit.
Case study

A 34-facility acquisition, $1.3M recovered

A skilled nursing group acquired 34 facilities across Florida, and the payroll tax refunds owed on the transition were sitting unclaimed. We ran the research, filed for recovery, and worked the agencies directly until the money came back.

The client first tried to recover it on his own, and came to us after the state denied the claim.

$1.3Mback to the business
“We worked with three different firms on this credit, and you were the most efficient and professional of them all.”
Russi Zakutinsky· Apex
More recovered dollars
Payroll tax M&A$866Krecovered in payroll tax13-facility skilled nursing group
179D deduction$4.5Midentified in 179D930,000 SF high-rise
Daniel Heyman
Daniel HeymanFounder
About us

Money left on the table is money you already earned.

Daniel works every engagement directly, from the first feasibility study through the final filing, so nothing you are eligible for slips through unclaimed.

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Our team

50+years of collective expertise
Moshe Heyman
Moshe HeymanDirector, Training Grants
Arthur Schmittling
Arthur SchmittlingDirector, Employment Tax Compliance
Benjamin Geizhals
Benjamin GeizhalsAccount Executive
Sofia Jaraba
Sofia JarabaExecutive and Operations Assistant
How it works

How the dream gets funded.

01
Feasibility study
We map every credit you qualify for and put a real dollar value on it before you commit to anything.
02
We handle the details
We take on the documentation, filing, compliance, and audit prep from end to end, so your team can stay focused on the business.
03
You collect the savings
Our fee is a fraction of what you save, which means the engagement pays for itself before it costs you anything.
Get my feasibility study
Contact

Start with a feasibility study

No obligation. We typically reply within one business day.

Find the money you are leaving on the table.

Start with a feasibility study and you will know exactly what your credits are worth before you spend a dollar.

Get my feasibility study