Consultation intake

A records-first conversation for tariff recovery data.

The first conversation is not a legal review, claim review, refund estimate, or classification opinion. It is a structured check of whether the right records and owners exist for a paid data screen.

Good fit signals

• The company imports goods and pays duties or tariffs.
• The company exports, re-exports, destroys, rejects, or replaces goods or components.
• Finance, operations, logistics, or trade compliance can name the source systems.
• Records may share a SKU, item, lot, serial, invoice, shipment, or BOM key.
• The company accepts licensed broker/specialist review for any claim-facing step.

Questions to answer before files move

• Who owns import entries or broker/ACE exports?
• Who owns export shipment history?
• Who owns invoice, SKU, item, BOM, lot, or serial data?
• What time period should be reviewed?
• Which internal person can approve a secure file-intake path?

Do not send yet

• Do not send real import entries.
• Do not send broker portal exports.
• Do not send invoices, SKU files, BOMs, shipment records, or customer/vendor files.
• Do not send confidential files by ordinary email before secure-intake instructions are confirmed.

Professional boundary

Trade Recovery Data is not a law firm, CPA firm, customs broker, or drawback filer. It provides a data-readiness screen only. Any claim-facing review belongs with a licensed broker, drawback specialist, attorney, or other qualified professional.