Held to an Iron Standard
Professional review introductions for W-2 employers and businesses with qualifying import costs. Independent specialists review the facts to identify potential benefits, payroll savings, or cost-recovery opportunities. Eligibility and results vary; nothing is promised.
What We Review
Every introduction starts the same way: a professional review of what's actually there. If your business doesn't qualify, you'll hear it straight — and that's worth knowing too.
Beal & Smith makes the introduction. Independent specialists perform the reviews and determine eligibility and outcomes.
Independent program specialists review eligibility, payroll data, and benefits structure to determine whether a supplemental program may provide additional employee benefits and potential payroll savings. Actual results are confirmed only after formal review.
Your CPA or payroll advisor is invited to every call. We insist.
Request a ReviewFor businesses with tariff or import-duty exposure. Independent trade specialists review relevant records to assess whether any amounts may be recoverable.
Currently onboarding early review requests. Details provided during the private review process.
Join the Review ListHow It Works
No pressure at any step. The review determines the answer — not a pitch.
A short eligibility form. Takes about a minute.
A quick, human conversation to see if a review makes sense.
Independent specialists explain the review process and answer questions. Bring your advisors.
If it looks like a fit, specialists run the numbers on your actual data.
With your advisors, on your timeline. A straight no is a fine outcome.
The Standard
“If it can't survive your accountant, it shouldn't survive your consideration.”
We apply a written vetting standard before making an introduction. Ask us to show you the questions — and use them on us.
Get the Vetting StandardThe Founders
Two founders. One shared standard.
Founder · The Standard
Twenty-plus years in relationship business. A 2019 loss that built the vetting standard this firm runs on. No hype, no promises, no exceptions.
Founder · The Iron
The Smith in Beal & Smith — the oldest craft name in the language, the one that works the iron. Operations, partner relations, and the discipline that keeps every review true.
Door's Open
One form. One conversation. A straight answer — whichever way it goes.