Tax Accounting & Consulting

Tax Credits & Incentives Services

We help you capture tax credits and incentives across federal, state and local levels — so nothing gets left behind.
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Tax Credits & Incentives Services
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Our Approach

What Are Tax Credits & Incentives Services?

Armanino’s tax credits and incentives services help you manage every tax savings opportunity available based on how your business operates, invests and grows. Whether you’re expanding into new locations, investing in clean energy or scaling your workforce, we make sure you don’t leave money on the table.

Your Advantages

Tax Credit & Incentives Services Benefits

You know the tax code is full of opportunities but running your business leaves little time to explore and navigate the credits and incentives available at the federal, state and local levels. Our experts help you:

  • Find and apply for tax credit and economic incentive programs
  • Maximize refunds and cost-savings opportunities
  • Meet complex and changing regulatory requirements
  • Get specialized expertise across SALT, R&D, property tax areas
  • Boost competitiveness and expand with savings

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.

Programs We Support

Credit & Incentive Programs

We keep up with dozens of rules governing federal, state and local as well as discretionary programs and help you take advantage of the right ones for your business.

Federal Programs

The federal tax credit landscape has dramatically expanded in recent years, offering numerous programs to benefit your business. Federal tax savings opportunities include:

State Programs

State tax credit programs can deliver significant value. We help you navigate the complex interplay between state and federal incentives to capture most benefits from:

  • Hiring, Job Creation & Retention Credits
  • Investment & Expansion Credits
  • Workforce Training & Apprenticeship Credits
  • Location-Based Incentives (e.g., Enterprise Zones)
  • Film & Entertainment Production Incentives

Discretionary Programs

Discretionary incentives require negotiation before benefits are approved. Capture maximum tax savings with help from knowledgeable experts who understand the negotiation process for benefits such as:

  • Property Tax Abatements & Exemptions
  • Tax Increment Financing
  • Sales & Use Tax Exemptions on Capital Expenditures
  • Cash Grants & Forgivable Loans
  • Infrastructure Incentive Agreements

Our Process

Working With Us, Step by Step

Get a tax credits & incentives strategy that fits your business, from today’s operations to tomorrow’s goals. Here’s how we help you get a clear plan and more tax savings:

01.
Identify Opportunities
  • Assess your business, capital investments and operational footprint
  • Identify relevant federal, state and local programs
  • Estimate potential value across programs, locations and timeframes
02.
Apply for Benefits
  • Prepare and manage applications, coordinating directly with agencies
  • Negotiate and secure incentive agreements
  • Support you through execution and approval
03.
Stay Compliant / Audit Defense
  • Manage ongoing compliance: reporting, documentation and performance tracking
  • Monitor key requirements and obligations over time
  • Maintain audit-ready documentation and support you through reviews 

Checklist

How to Choose a Tax Credits & Incentives Services Provider

A strong credits and incentives provider helps you identify and secure meaningful savings while supporting you through audits and compliance. Use these questions help you find the right one:

  • Industry Experience. What industries does your firm most frequently support for tax credits and incentives engagements (e.g., technology, manufacturing, energy, life sciences, real estate)?
  • Collaboration & Communication. Does the team have a reputation for clear, consistent communication and effective collaboration with your team?
  • Trust. How do you collect, manage, and secure client data during tax credit studies or incentive engagements? What security protocols and data protection measures do you use?
  • Audit Support. How does your firm support clients if a tax credit claim is reviewed or audited by the IRS or a state tax authority? What documentation do you provide to substantiate the claim?

Proven Expertise

Why Armanino for Tax Credits & Incentives Services

With 20 years of diverse experience advising clients on federal, state and local taxes, our multidisciplinary tax team helps you identify all available credits, secure lucrative incentives and comply with program rules. We help you find the tax savings you need to advance your long-term goals.

$7M
in incentives for a multistate manufacturer’s $50M expansion
$20M
in California film credits for a major production
$5M
in cash benefits from federal tax credits for renewable energy investor
Save & Grow

Cut Your Tax Bill to Fund Your Next Phase of Growth

Curious what credits you may be able to claim? Book a free 30-minute consultation with our tax credits and incentives experts for industry-specific advice.