TAX CREDITS AND INCENTIVES
Unlock overlooked tax credits and deductions across multiple categories
We specialize in identifying and securing underutilized federal and state tax incentives that can dramatically reduce your tax liability. Whether you're developing real estate, innovating new products, hiring from underserved groups, or investing in energy efficiency—we help you get the credits you deserve.
HOW IT WORKS
Step 1:
Quick Assessment
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Start with a short cost reduction questionnaire—estimated averages are fine. This gives us the insight needed to match your business with the right solutions.
Step 2:
Secure Client Portal Access
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Enter your information below and register for our secure client portal
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Log in and follow the on-screen instructions to complete your questionnaire
Step 3:
Expert Review & Customized Report
Our team reviews your responses and delivers a detailed analysis, including:
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Cost-saving opportunities
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Operational efficiency recommendations
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Cash flow enhancement strategies
STEP 1:
SECURE CLIENT PORTAL ACCESS
-
Enter your information below and register for our secure client portal
-
Log in and follow the on-screen instructions to complete your questionnaire
STEP 2:
QUICK ASSESSMENT
Start with a short cost remediation questionnaire—estimated averages are fine. This gives us the insight needed to match your business with the right solutions.
STEP 3:
EXPERT REVIEW AND CUSTOMIZED REPORT
Our team reviews your responses and delivers a detailed analysis, including:
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Cost-saving opportunities
-
Operational efficiency recommendations
-
Cash flow enhancement strategies
WHY CHOOSE US?
No upfront fees. No obligation. You only pay if we produce measurable results.
WHY PARTNER WITH US?
We are your trusted partner for businesses seeking to navigate the complex landscape of tax incentives to realize substantial financial benefits.
In an industry where expertise and specialization are crucial, we are proud to have a team that includes 6 ASCSP Certified members. Although this number may appear modest, it holds considerable weight considering there are fewer than 50 Certified members nationwide.
We remain dedicated to delivering top-tier services, utilizing our extensive experience and ASCSP-certified expertise to maximize your tax benefits.
No Financial Risk
We operate on a contingency model—you only pay when we deliver results.
Proven Track Record
Over $700,000,000 in client incentives.
Expertise
Industry specific experts.
Partnerships
National strategic partnerships.
Collaboration
Collaboration with your CPA firm.
Audit Guarantee
We will represent you in the event of an audit.
COST SEGREGATION STUDY
Accelerate depreciation. Maximize cash flow. Reduce your tax liability. If you own or manage commercial or income-producing property, a Cost Segregation Study can help you unlock significant tax savings. By identifying and reclassifying building components into shorter depreciation periods, we accelerate deductions and improve cash flow—without creating new deductions or increasing audit risk. And now, with the expanded incentives under the Inflation Reduction Act (the “Big, Beautiful Bill”), the savings are even greater. Our studies are fully documented, engineered, and audit-ready. This is not a loophole—it’s a proven tax strategy backed by IRS guidelines. DOWNLOAD PDF.
WHO QUALIFIES
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Owners of commercial or rental real estate
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Properties purchased, constructed, or renovated after 1986
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Projects with $500K+ in capitalized costs
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Buildings held for income-producing purposes
BENEFITS
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Immediate tax deductions
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Lower current-year tax liability
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Improved cash flow
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Support for bonus depreciation strategies
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Audit-ready documentation
PROPERTY TAX MITIGATION
Reduce your commercial property tax burden—without triggering reassessment. Property taxes can erode your profits year after year. We help you identify overassessments, qualify for exemptions, and negotiate directly with taxing authorities to ensure your properties are valued fairly and your tax bills stay in check. Our goal: Reduce your property tax liability while keeping you fully compliant.
CONSIDERATIONS
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Assessment accuracy vs. market value
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Condition of the property (vacancy, deferred maintenance, etc.)
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Classification and zoning
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Comparable property tax assessments
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Methodology used by assessor
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Local tax codes and deadlines
BENEFITS
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Owners of commercial or industrial properties
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Multi-location businesses
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Properties in high-tax or rapidly appreciating markets
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Owners of recently acquired or renovated properties
R&D TAX CREDIT
Reward innovation. Reclaim capital. The Research & Development Tax Credit provides a dollar-for-dollar reduction in federal (and many state) taxes for companies developing or improving products, processes, or technology.
QUALIFIED EXPENSES
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Wages of engineers and developers
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Contract research costs
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Supplies and prototypes
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Cloud computing or software tools used for R&D
BENEFITS
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Immediate tax deductions
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Lower current-year tax liability
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Improved cash flow
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Support for bonus depreciation strategies
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Audit-ready documentation
TAX SERVICES
WORK OPPORTUNITY TAX CREDIT
Turn your hiring strategy into a tax advantage. The WOTC offers federal tax credits of $2,400–$9,600 per qualifying employee hired from target groups that face employment barriers.
QUALIFYING GROUPS
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Owners of commercial or rental real estate
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Properties purchased, constructed, or renovated after 1986
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Projects with $500K+ in capitalized costs
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Buildings held for income-producing purposes
BENEFITS
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Per-employee credit based on hours worked and group
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No disruption to your current hiring process
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Proprietary software + candidate survey makes screening easy
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We submits all required paperwork to the state
SECTION §45L TAX CREDIT
Earn up to $5,000 per energy-efficient residential unit. Builders and developers can qualify for significant credits when constructing or renovating energy-efficient homes, apartments, or condos.
QUALIFIED PROJECTS
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Assessment accuracy vs. market value
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Condition of the property (vacancy, deferred maintenance, etc.)
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Classification and zoning
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Comparable property tax assessments
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Methodology used by assessor
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Local tax codes and deadlines
REQUIREMENTS
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Owners of commercial or industrial properties
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Multi-location businesses
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Properties in high-tax or rapidly appreciating markets
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Owners of recently acquired or renovated properties
SECTION §179D TAX DEDUCTION
Up to $5.36/sqft for energy-efficient commercial buildings. This powerful deduction rewards building owners, designers, and contractors for installing high-efficiency HVAC, lighting, and building envelope systems.
WHO QUALIFIES/UPGRADES
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Owners of commercial buildings
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Architects, engineers, and contractors (for public projects)
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Lighting retrofits
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HVAC system replacements
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Roof, wall, and window insulation improvements
BENEFITS
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Deduction of up to $5.36 per square foot (2023)
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Eligible for new construction or retrofits
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Third-party energy modeling required
Manufacturing
Commercial Real Estate
Warehousing/Cold Storage
Construction
Engineering/Architecture
INDUSTRIES WE SERVE
Hospitals/Medical Facilities
Auto Dealerships
Hotels
Restaurants
Other (Data Centers, etc)
NOT SURE WHAT YOU'RE MISSING?
LET'S FIND OUT - RISK-FREE.
Enter your information to GET STARTED. Our team will review your responses and get back with you on a plan of action on how to reduce costs, increase cash flow, and enhance operational efficiencies — all with zero upfront fees or risk.