Federal and state incentive review intake
Cost Segregation
ITC / 48E
45X
R&D Tax Credit
Sales & Use Tax Review
Tax Incentives
A short intake can help identify which tax incentive areas may apply based on your property, project, business activity, or manufacturing work.
Cost Segregation
Commercial, multifamily, short-term rental, long-term rental, and investment properties may have depreciation opportunities worth reviewing.
Investment Tax Credit / ITC / 48E
Energy projects may qualify for clean electricity investment credit opportunities depending on project type, timing, ownership, and documentation.
45X Manufacturing
Manufacturers may have production activity that fits advanced manufacturing credit categories.
R&D Tax Credit
Businesses improving products, processes, formulas, software, or technical methods may have R&D activities worth reviewing.
Sales & Use Tax Review
Businesses may have overpaid sales tax or missed exemptions tied to purchases, utilities, equipment, or operations.
Property and business types often reviewed
Certain properties, projects, and business activities are more likely to raise tax incentive questions.
Short-term rentals
Long-term rentals
Multifamily properties
Office buildings
Retail centers
Restaurants
Hospitality properties
Warehouses and distribution facilities
Self-storage facilities
Industrial and manufacturing facilities
Medical and dental buildings
Gas stations and convenience stores
Ranch and agricultural properties
Energy project sites
Renovations and tenant improvements
Take the next step
Step 1
Share a few details
Submit a short form.
Step 2
Identify possible incentive areas
Review which areas may be worth a closer look.
Step 3
Review next steps with your CPA or tax advisor
Coordinate next steps with your existing advisor.
Built to support the CPA relationship
The estimate process is designed to support the client’s existing CPA or tax advisor, not replace that relationship. CPA and referral partner inquiries are welcome.
Curious what may be available?
Send a few details and get a practical first look at possible incentive areas.