Credit & Incentive Opportunity Analysis

Discover new ways to save:

• Identify tax incentives aligned with your operations, investments and growth plans.
• Confirm program eligibility and estimate their potential value to your business.
• Quantify the benefits of various tax incentives across programs and timeframes.

Credit & Incentive Strategic Planning

Get expert insights to guide decisions:

• Advise on investment, location and timing decisions before making commitments.
• Compare incentive opportunities across regions, programs and scenarios.
• Ensure your credit strategy is in sync with your tax, accounting and business plans.

Credit & Incentive Application Support

Simplify the qualification process:

• Manage applications from start to finish, coordinating directly with government agencies.
• Prepare submissions, oversee communications and keep the process moving.
• Negotiate and secure incentive agreements, supporting you through execution.

Credit & Incentive Agreement Review

Reduce regulatory risk:

• Review and structure incentive agreements for clear terms, timelines and benefits.
• Identify key requirements and risks, including regulatory milestones and clawbacks.
• Flag compliance commitments early to avoid potential complications later.

Credit & Incentive Compliance Support

Streamline your compliance obligations:

• Manage ongoing compliance, including reporting, filings and performance tracking.
• Track requirements like payroll, investment and milestone targets over time.
• Maintain audit-ready documentation to support every credit and incentive claimed.

Credit & Incentive Audit Assistance

Approach audits with confidence:

• Get comprehensive expert support to guide you through audits and reviews.
• Defend your position with technical analysis, substantiation and documentation.

• Licensing Education Company Improves Complex SALT Filings, Tax Compliance (2023, state and local tax services, rapid M&A and jurisdiction/nexus complexities challenge, education industry)
• Marketing Firm Saves $100Ks in Tax Liability, Finds Strategic Tax Advisor (2023; individual and business tax services, HR and accounting outsourcing services; individual and business tax planning and accounting challenges; marketing industry)
• HNW Individual Reduces Tax Burden With Charitable Giving and Secures Family Legacy (2022, tax and estate planning services, philanthropy and wealth transfer challenges)