Let’s be honest — tax isn’t user-friendly.

Nothing. The first conversation and the analysis that follows it are at no cost, and there is no obligation attached. We would rather spend an hour finding out there is nothing here than have you spend money finding out the same thing.

Fees are set in writing before any billable work begins, once we understand the scope. We do not quote a number before we understand the engagement, and we do not charge for the initial analysis.

It depends on the program and how readily available your records are. A cost segregation study typically runs several weeks from document collection to delivery. An R&D study is usually aligned to your year-end close, since qualified expenditure cannot be finalized before the books are.

Small and mid-sized businesses, which is who these incentives were designed for and who is least likely to have the internal resources to claim them. We work with companies from a handful of employees upward, in all fifty states.

No, and we would advise against any firm that wants to. Your CPA keeps the relationship and files the return. We perform the specialist study, hand over a documented package your preparer can file from, and answer their questions directly.

No. This website has no file upload capability at all, deliberately. Document exchange is arranged directly with your named representative through channels we control.

CPAs and industry specialists, not a sales team working from a template. The methodology used is documented in the deliverable so it can be reviewed by you, your preparer, or an examiner.

Audit defense is part of the engagement. We hold the contemporaneous documentation, we handle the substantiation and correspondence, and we work alongside your CPA throughout. We build every file expecting this to happen.

No. There is nothing to repay and no lender involved. Where a claim produces a refund, the IRS issues it directly to your business.

For the research credit, generally three open tax years through amended returns, subject to the statute of limitations for each year. For cost segregation, property already in service can often be addressed through a change in accounting method rather than amended returns, which catches the missed depreciation up in the current year.

Frequently, yes. A manufacturer that owns its building may qualify for both an R&D credit and a cost segregation study, and both may sit inside a broader planning relationship. We look across all of them rather than selling one.

No, and nobody honest does. The benefit depends entirely on facts we can only confirm by reviewing your records. Any firm quoting you a figure before that review is guessing, and a guess is not something you want attached to a filed return.

Not for new work. Section 179D terminated for property whose construction begins after June 30, 2026, and Section 45L for homes acquired after that date, under Public Law 119-21. Qualifying projects that started or closed before those dates may still be claimed, often through an amended return.