OUR SOLUTIONS
Four programs. One team behind all of them.
Most businesses arrive asking about one and qualify for two. We look across everything before recommending anything, because the interactions between these programs are where the real planning happens.
01 — IRC §41 credits for the improvement work you already do.
R&D Tax Credits
If your team designs, builds, tests or improves products, processes, formulas or software, that work may qualify for a federal credit — and often a state one on top of it.
- Dollar-for-dollar federal credit
- Payroll offset for qualified startups
- Three open tax years of look-back
02 — Accelerate depreciation on property you already own.
Cost Segregation
An engineering-based study that reclassifies the components of a building into shorter recovery periods, moving deductions forward instead of spreading them across 27½ or 39 years.
- Commercial & rental property
- Renovations and build-outs
- Pairs with bonus depreciation
03 — Proactive planning, tax preparation, filings and compliance.
Advanced Tax Planning Strategies
A year-round relationship instead of an annual scramble: entity structure, tax-efficient benefits, accumulation strategy, and filings that hold up.
- Entity & structure review
- Tax preparation and filings
- Audit readiness and IRS compliance
04 — Look-back claims for projects that already qualified.
179D & 45L Energy Deductions
Both provisions have sunset for new work, but qualifying past projects can still be claimed — often through an amended return.
- Construction started on or before 6/30/2026
- Homes acquired on or before 6/30/2026
- Amended-return claims
A SEAMLESS PROCESS
Four steps, and we carry most of them.
You will not be handed a portal and left to work it out. Every stage has a named person on our side and a clear next action on yours.
- 01
Free Consultation
We learn how your business operates, determine which programs you may qualify for, and tell you exactly what documentation we would need. No cost, no obligation.
- 02
Review & Analysis
Our advisors run a no-cost analysis of your records to identify every credit and deduction available to you, and to size the opportunity honestly before you commit.
- 03
Processing Your Claim
We prepare the study, the supporting documentation and the tax forms, and we coordinate directly with your CPA and payroll provider so nothing falls between the two.
- 04
Receive Your Funds
Your refund comes from the IRS directly to you. We stay on file and stand behind the work if the return is ever examined.
★ NOT SURE WHICH APPLIES?
That is what the first conversation is for.
You do not need to diagnose your own eligibility before calling us. Describe what the business does, and we will tell you which programs are worth examining.
★ NO COST, NO OBLIGATION
Ready to find out what you are owed?
A consultation costs nothing and takes about twenty minutes. If there is nothing there, we will tell you that plainly.