Our Services

Helping Businesses Keep More of What They Earn

We don’t do standard tax prep.

We help businesses identify valuable tax incentives and opportunities that may reduce tax liability, recover eligible savings from prior years, and improve cash flow—so they can reinvest in their operations and plan for growth.

Specialized R&D Tax Credit Discovery

Research and development tax credits aren't limited to laboratories. Businesses across many industries may qualify for developing new products, improving processes, or solving technical challenges.

We help identify potentially qualifying activities, including:

Construction & Engineering:
Developing new construction methods, designs, or technical solutions.
Automotive & Manufacturing:
Improving products, equipment, manufacturing processes, or technical systems.
Concrete & Masonry:
Testing new material formulations or developing specialized construction techniques.
Agriculture:
Experimenting with irrigation methods, crop production, or agricultural processes.

Our team helps evaluate qualifying activities and prepare supporting documentation while minimizing disruption to your operations.

Strategic Cost Segregation

Commercial property owners may be missing opportunities to accelerate depreciation deductions. While commercial buildings are generally depreciated over 39 years, certain qualifying components may be eligible for shorter recovery periods.

Through a detailed, engineering-based cost segregation study, we help identify and reclassify eligible building components, such as:

Specialized electrical and plumbing systems
Certain land improvements, including paving and fencing
Other qualifying building components and improvements

Depending on the property and applicable tax rules, these components may qualify for 5-, 7-, or 15-year depreciation schedules.

The potential benefit: Accelerated depreciation deductions may reduce taxable income and improve cash flow, allowing businesses to reinvest more of their resources into operations and growth.

The 3-Year Look-Back Study

Your business may have missed valuable tax credit opportunities in previous years. A look-back study helps identify potentially qualifying activities and determine whether credits can still be claimed through amended tax returns.

We review past business activities that may qualify for R&D tax credits, including:

Product development and technical improvements
Process innovation and operational problem-solving
Testing, experimentation, and custom engineering solutions
Other potentially qualifying research activities

Refund claims generally have filing deadlines, often based on when the original return was filed or the tax was paid. Eligibility and available tax years depend on the business's circumstances.

The potential benefit: Identifying eligible credits from prior years may help businesses recover tax savings that would otherwise go unclaimed.

Workforce & Location-Based Tax Incentives

Hiring employees and operating in certain designated locations may create opportunities for valuable tax incentives. We help businesses evaluate available programs and identify potential savings based on their workforce and operations.

Programs we review include:

Work Opportunity Tax Credit (WOTC)
A federal tax credit that has been available to employers hiring individuals from certain eligible groups, including qualified veterans and other designated workers. Availability depends on current law, employee eligibility, certification requirements, and hiring dates.
Location-Based Incentives
Certain federal, state, and local programs may offer tax benefits to qualifying businesses operating, investing, or hiring in designated areas. Eligibility varies by program, location, and business activity.

Our team helps assess applicable workforce and location-based incentives, review eligibility requirements, and identify opportunities that may support business growth.

The potential benefit: Eligible businesses may reduce certain tax costs or access other available incentives, subject to program requirements and applicable law.