Avoid Costly Gross-Up Errors: A Case Study on Tax Optimization

Are you overpaying on tax gross-up without realizing it? A Financial Corporation was—until they partnered with Orion Mobility. Their relocation process was riddled with misclassified expenses, outdated tax methods, and payroll miscalculations, leading to costly errors and compliance risks.

Our gross-up audit uncovered major inefficiencies, saving them over $50,000 and ensuring full IRS & state compliance.

The Costly Mistakes We Found:

Temporary assignments misclassified as non-taxable business expenses.
Moving expenses incorrectly coded, inflating gross-up costs.
OASDI & Medicare tax miscalculations, leading to over- and under-compensations.
Outdated W-4 exemptions, resulting in unnecessary tax overpayments.

The Results:

$50K+ in Cost Savings – including $16K+ recovered from moving expenses & $34K+ from tax recalculations.
Full Compliance – corrected tax errors & mitigated risks.
Payroll Accuracy & Efficiency – eliminating waste and streamlining tax processes.

Are you making these same mistakes? A small tax error can cost your company thousands.

Download the full case study now to see how Orion Mobility ensures tax compliance and cost savings.