We Go Where Small Employers Can't To Uncover Hidden Capital. Financial intelligence for tax recovery and healthcare benefits.
Uncovering complex tax credits and making the right changes in your healthcare benefits can be worth millions of dollars over time, but that’s only if you know about them.
If reinvesting in your workforce and advancing your mission matters to you, OneBridge Advisors acts as a strategic financial intelligence partner—relentlessly identifying meaningful financial and benefits opportunities that help employers gain a competitive edge, strengthen their organization, and drive long-term growth.
Current Tax-Related Credits and Refunds That Are Often Overlooked
IRS-Overcharges from 2020-2023
Learn moreTens of millions of taxpayers were over-charged.
Final date to explore this refund opportunity:
Second-chance Employee Retention Credit (ERC)
Many small employers were mistakenly told they did not qualify for ERC, and sadly missed the opportunity. A federal court ruling, Kwong vs United States, has opened the door to amend past tax returns in order to claim Covid-era tax credits.
The filing deadline is
Trump Tariff Refunds
This can be cumbersome, and near impossible if you effectively paid your supplier to cover the cost of the tariff. We partner with reputable law firms with the expertise to recover all of these funds.
Email to Discuss FurtherResearch & Development (R&D) Credits
Perhaps the most valuable and underutilized tax incentives, R&D rewards businesses that invest in innovation, technical development, process improvements, or software.
- Email to Discuss Further
FICA-Tip Credit
Do your employees receive tips? Did you know the employer portion of FICA taxes paid on tips can often be recovered up to the past three years?
If You're Not Certain You Have the Best Healthcare Benefits Solution, It's Costing You…
Money
Tens of thousands to millions annually
Time
Endless hours managing renewals
Employees
Lost talent to competitors
Healthcare and tax systems are designed to be complex.
OneBridge Advisors Is a Financial Intelligence Firm for Small Businesses and Nonprofits
Larger employers and Fortune 500 companies have access to the best resources in tax credits, healthcare benefits, and overall financial optimization. We bridge the gap, by bringing many of those same opportunities to small and midsize employers by partnering with specialized firms and trusted experts across the country.
Financial Intelligence
Tax Credits and Incentives
Above and beyond traditional accounting, this is significant overlooked capital.
Healthcare Benefits
Proven ways to improve healthcare at lower costs for both employers and employees.
We serve businesses (25-to 500 employees), churches, private schools, and nonprofits.
Completely Independent. Relentlessly Focused on You.
Our recommendations are solely based on what's best for you. We conduct exhaustive evaluations and in-depth compliance assessments.
Proven Results
- $200M+ Recovered
- 680+ Organizations Served
- $50M For Nonprofits
- $400,000+ Donations Made
As a small business owner, I often missed significant opportunities simply because I didn’t know about them. I started OneBridge to fix that.