1. © 2015 Walton Management Services, Inc. All rights reserved.
After three and a half decades of experience as a niche provider of tax credits and incentives (TCI), Walton Management Services, Inc.
(WMS) has developed an innovative approach to financial incentive processing, tracking/reporting, and administration.
Consequently, companies finally have a choice of how to best administer the Work Opportunity Tax Credit (WOTC) Program,
choosing among a full service BPO solution, a self-service, subscription option, and a hybrid version for the companies not
ready to go out on their own.
A first in the industry, WMS’s subscription service enables clients to bring the processing of point-of-hire tax credit programs
such as the WOTC Program, in-house at a 50% reduction in the cost of using an outside vendor. Doing so not only provides
the company with greater control over the WOTC Program, but also increased tax credit savings through reduced vendor
costs and increased compliance.
In addition to having a choice for processing, underpinning our service is the industry’s best, secure, cloud-based business
intelligence system. This solution, NetCentivesTM
, is built on open standards, web-based, e-8850 ready, and designed by in-
house IT specialists specifically for incentive processing.
The results of this TCI focus?
Context Sensitive
Reporting
Always on
Reporting
Data
visualizations
Data mining
capabilities
Developer portal
and REST API
Flexible
approaches to TCI
processing,
compliance, and
administration.
Business
intelligence
systems
Mobile
applications
Maximization of tax credits at the lowest possible cost
Innovative tracking and compliance reporting ensures that companies have real-time WOTC Program management
capabilities, with full HRIS systems integration options. In tandem with daily hire information, always on reporting, enhanced
data management, and issue tracking systems, clients can take a proactive approach to compliance for quick resolution of
emerging issues.
Furthermore, WMS is a niche provider of tax credit administration unlike many other companies that use tax credit
administration as an “add on”, periphery service. WMS is currently the longest tenured, independently owned and operated
firm in the TCI industry, having grown its practice organically rather than through acquisition. WMS possesses not only the
outstanding program expertise and processing capabilities, but also the technological, legislative, and partnership
competencies that separate us from other consultants in the tax credit arena.
The Vendor Difference
About WMS 1.800.221.0832
info@waltonmgt.com
For over three decades, WMS has secured millions of dollars in tax credit and incentives (TCI) savings for its clients. Comprised of tax specialists
with an average tenure of 16 years, WMS works as an extension of its client’s internal departments to identify, process, and execute, administer and
manage their full TCI potential. From Fortune 50 to mid-size businesses and small proprietors, WMS has assisted companies in all industry sectors
to generate tax savings through business activities they perform every day: hiring new employees, expanding or downsizing facility locations,
making capital investments, and training new and incumbent workers.