For Attorneys & CPAs
A Specialized Referral Resource for Client Advisors
Introduce clients to a specialized tariff recovery process while maintaining appropriate professional boundaries and independent review of any resulting engagement.
Value for Your Practice
- • Structured, professional referral path
- • Clear division of responsibilities
- • No interference with your existing scope of engagement
- • Independent third-party recovery review
How Introductions Typically Work
- Step 1EducateShare the resource with clients who may benefit.
- Step 2ReferIntroduce the client for a preliminary review; the recovery team engages directly.
- Step 3AdviseYour firm continues to provide legal or accounting advice within your scope; the client retains independent review of any recovery agreements.
What We Do
- • Provide educational information
- • Make professional introductions
- • Coordinate with client-approved advisors
What We Do Not Do
- • Provide legal, tax, or accounting advice
- • Represent clients in customs matters
- • Assume decision-making on behalf of your firm
Common Questions
Advisor resources from Tariff Recovery Agency
Claims and advance funding are handled by Tariff Recovery Agency. Visit their site for additional detail on the process, timelines, and program specifics.
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