Tax Credits & Incentives

TAX CREDITS & INCENTIVES

Tax Opportunity Is Often Hidden Inside Business Activity.

Hiring. Research. Property investments. Expansion. New locations. Capital projects.

Activities you already view as business decisions can also create tax considerations. We help identify potential federal, state and local opportunities, evaluate whether they fit, and build the documentation needed to support the position.

Start an Opportunity Review → Explore Opportunities

Identify

Quantify

Document

OPPORTUNITY SCANNER

START HERE

Where Is Your Business Investing?

Research & Innovation

People & Hiring

Property & Equipment

Expansion & Locations

Energy & Capital Projects

Community Investment

SPEAK THE LANGUAGE OF TAX OPPORTUNITY

Credit. Deduction. Incentive. They Aren't Interchangeable.

Different programs affect the tax picture in different ways. Understanding what type of benefit is available is part of understanding what it may actually mean for your organization.

TAX CREDIT

Reduce Tax.

A tax credit generally reduces the amount of tax owed, subject to the specific rules, limitations and eligibility requirements of the credit.

Think: tax liability → potential credit → remaining tax

TAX DEDUCTION

Reduce Taxable Income.

A deduction generally reduces the amount of income subject to tax rather than directly reducing the tax liability dollar for dollar.

Think: income → deduction → taxable income

INCENTIVE

Encourage Investment.

Incentive programs can take different forms depending on the jurisdiction and activity, including credits, deductions and other economic-development benefits.

Think: business activity → qualifying program → potential benefit

BEFORE THE BUSINESS DOES THIS...

Ask Whether the Decision Creates a Tax Opportunity.

Credits and incentives are easier to evaluate when your tax team understands what the business is planning before the project, investment or expansion is already complete.

BEFORE YOU DEVELOP

A New Product, Process or Technology

Research and experimentation activity may create tax considerations worth evaluating alongside the cost of innovation.

BEFORE YOU HIRE

A Significant Number of Employees

Certain workforce and economic-development programs may depend on who is hired, where jobs are created and other requirements.

BEFORE YOU BUILD

A Facility or Major Property Improvement

Property investments can raise depreciation, cost-segregation and other incentive considerations.

BEFORE YOU EXPAND

Into a New State or Community

Location decisions can affect taxes and may create access to state or local economic-development programs.

BEFORE YOU INVEST

In Equipment or Major Capital Projects

Large capital expenditures can create timing, depreciation and incentive questions that belong in the planning conversation.

BEFORE YOU COMMIT

To a Major Transaction or Investment

Opportunity Zones and other place-based programs can involve detailed timing, investment and compliance requirements.

PAST. PRESENT. FUTURE.

Tax Opportunity Isn't Always Limited to This Year's Activity.

Depending on the provision and the facts, planning may involve reviewing prior activity, current-year opportunities or decisions that have not happened yet.

PAST

Review What Already Happened.

Look at prior investments, research activity, property expenditures or other qualifying activity to determine whether opportunities or corrective actions may remain available.

PRESENT

Capture What Is Happening Now.

Build documentation while the people, costs and facts behind the activity are easier to identify and support.

FUTURE

Plan Before Capital Is Committed.

Bringing incentive considerations into expansion, investment and location decisions early can create more time to evaluate requirements before decisions become final.

TAX CREDIT & INCENTIVE SERVICES

Find the Opportunity. Then Build the Support Behind It.

The opportunity itself is only part of the work. Eligibility, calculations, documentation, filing and ongoing compliance all matter.

INNOVATION

Research & Development Opportunities

Evaluate qualifying research activity, related expenditures, available tax treatment and documentation requirements surrounding innovation.

Evaluate commercial property components and depreciation classifications as part of a broader property tax strategy.

Learn about cost segregation

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STATE + LOCAL

State & Local Incentive Analysis

Evaluate tax and economic-development programs that may relate to expansion, hiring, investment or location decisions.

Explore incentives

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WORKFORCE

Hiring & Workforce Incentives

Review available programs related to qualifying employees, job creation and workforce investment when applicable.

Talk with our team

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CAPITAL

Property & Capital Investment Planning

Coordinate incentive analysis with depreciation, deductions and the broader tax implications of significant investments.

Explore business tax

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PLACE-BASED

Opportunity Zones & Location-Based Programs

Evaluate whether current place-based investment programs may be relevant to a planned investment or development strategy.

Discuss an investment

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INDUSTRY

Industry-Specific Opportunity Reviews

Examine the activities and investments common to your industry to identify programs that may deserve a closer look.

Start a review

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COMPLIANCE

Credit Compliance & Examination Support

Support calculations, substantiation and responses when a credit or incentive position receives additional scrutiny.

Get support

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OUR OPPORTUNITY PROCESS

Don't Start With the Credit. Start With the Business.

The best discovery process starts by understanding what your organization actually does, where it operates and what it is investing in.

FROM ACTIVITY TO OPPORTUNITY

A structured process makes the search more useful.

Credits and incentives can have very specific eligibility rules. Instead of beginning with a list of programs, we begin with your facts.

We look at how the business earns revenue, invests capital, develops products, hires people and expands. From there, we can identify areas that deserve further analysis.

Discover

Understand the business, industry, investments and recent changes.

Identify

Match relevant activity with potential credits and incentives.

Quantify

Estimate potential value and evaluate relevant limitations.

Document

Build support around eligibility, expenditures and calculations.

Implement & Monitor

Carry the opportunity into tax reporting and revisit it as facts change.

THE DOCUMENTATION VAULT

The Opportunity Is Only as Strong as the Support Behind It.

Identifying a potential credit is not the end of the process. Many incentives require contemporaneous records, calculations or other supporting information.

Building that file while the activity is happening can be significantly easier than trying to recreate the story years later.

Financial Records

Costs, payroll, invoices, asset schedules and general-ledger support.

Project & Activity Records

Information showing what work was performed and why.

Eligibility Support

Documentation tied to program-specific qualification requirements.

Calculation & Filing Support

Workpapers connecting qualifying activity to the reported tax position.

STAY IN TOUCH

The Business Changes During the Year. Opportunities Can Too.

New hires, new equipment, a new facility, an acquisition, additional research or an expansion into another jurisdiction can change the tax conversation.

Regular communication gives your tax team a better chance to identify those events while there is still time to evaluate them.

Start a Year-Round Tax Conversation →

Review

Look back at prior-year activity and upcoming plans.

Monitor

Identify new hiring, investment or expansion activity.

Evaluate

Quantify opportunities while year-end is still ahead.

Implement

Finalize relevant planning and documentation.

WHAT IS YOUR BUSINESS DOING NEXT?

Tell us where you're investing time, people and capital. We'll help you determine whether there is a tax opportunity hiding inside the plan.

Let's Talk →

Meet the Experts

Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.