Sagemont Group

Sagemont Advisors is a professional tax advisory firm staffed by attorneys and CPAs who help businesses across the United States identify and claim tax credits, incentives, and cost recovery opportunities. The firm operates in all 50 states and has served more than 3,000 clients, claiming over $2.5 billion in credits and incentives on their behalf. Its professionals are drawn from Big 4 accounting firms and globally recognized law and professional services organizations, bringing a high level of technical rigor and documentation discipline to every engagement.

The firm's core service lines include federal, state, and local tax credits and incentives, as well as global trade and tariff recovery. On the tax credit side, Sagemont advises clients on a broad range of programs: the Research and Development (R&D) Tax Credit, zone-based credits, the FICA Tip Credit, sales tax refunds, the Paid Family Leave Credit, the Employer-Provided Childcare Credit, state jobs credits, and discretionary incentive programs. Each claim is supported by technical analysis and thorough documentation designed to withstand IRS or state audit examination.

In its Global Trade and Tariff Recovery practice, Sagemont addresses a specific challenge facing downstream buyers: when importers pass tariff costs through to their customers via pricing adjustments, those customers have no direct mechanism to claim refunds from U.S. Customs, since refunds are paid only to the importer of record. Sagemont analyzes client invoices, purchase orders, and pricing changes to identify embedded tariff costs, then conducts supplier outreach and reviews each supplier's refund calculation to recover the client's proportionate share. This service is particularly relevant in the context of tariffs imposed under the International Emergency Economic Powers Act (IEEPA).

The firm integrates legal, accounting, and technology capabilities internally, with its team also developing proprietary technology to support its advisory work. Sagemont takes an active role in advocacy related to tax legislation and regulation, positioning it as both a practitioner and an informed voice in the policy environment surrounding tax incentives and trade. The firm works alongside clients' existing tax and finance teams from initial analysis through filing and recovery, functioning as a specialized extension of in-house capabilities rather than a replacement.