If no refund is found, you pay nothing.
That is the entire pricing page in one sentence. The rest is detail, and the detail is worth two minutes, because it explains why you can trust the first sentence.
How the fee works, step by step.
Every step is agreed in writing before anything is filed.
The check is free. Two minutes, no documents.
The review is free. If we see no meaningful potential, we say so and stop. You owe nothing for the look.
Nothing is filed without your approval. You see what we found first, in plain language.
The state pays you directly. The refund lands in your bank account, from the Tax Authority, with interest and inflation linkage. It does not pass through us.
Only then does our fee exist. A percentage of the money actually recovered, agreed in writing before anything is filed.
If the state pays nothing, there is no fee. Not a smaller invoice. No invoice.
The order matters: money reaches you before any fee exists.
Why we price it this way.
A fee that exists only when money is recovered forces honesty at the first conversation. Telling you there is no meaningful refund costs us the work we already did, and we still say it, because filing hopeless years would cost us even more. Our incentive is not to sign you. It is to be right about you.
For partners: what a referral is actually worth.
Six years at once
A referred client is not one transaction. The first engagement reaches back six closed years at once, usually the largest single claim that client will ever have.
After it, life continues to qualify them: the next child, the next job change, the continuing private deposits. Each future closed year can hold a new difference.
Cadence and scope, in writing
The cadence of repeat reviews, and the scope of your share across them, are set in the partnership agreement. In writing, like everything else on this page.
If you are an independent insurance agent, the full picture is on the Partnership page, written from your chair.
Here is what you should do.
You now know the entire cost structure: free to check, free to be told no, and a written percentage only when money actually arrives. The only item on this page without a price is waiting, and that one costs a closed year every January. Take the check.
What happened in your six years?
Two minutes, no documents, and now you know exactly what it costs: nothing until money is recovered.