Most businesses overpay taxes by leaving legitimate credits, deductions, and incentives on the table. We systematically identify and document every applicable tax reduction opportunity—engineering-backed, defensible, and aligned with your financial position.
Most business owners treat tax planning as a year-end compliance obligation—reactive, surface-level, and expensive. By the time returns are filed, the opportunity to reduce liability has closed.
We approach tax position differently. We treat every credit, deduction, and incentive as a financial asset to be identified, documented, and claimed—systematically, defensibly, and in proportion to your actual business activity.
The average mid-market business overlooks an estimated 15–25% of legally available tax reductions in any given year. These aren't aggressive positions—they're standard credits and deductions that require proper identification and documentation.
R&D credits go unclaimed by 70% of eligible manufacturers and software companies
Property assessments are successfully reduced in over 40% of formal appeals
Cost segregation studies reclassify 20–40% of building cost basis on average
Most hiring incentive programs capture less than 30% of eligible employers
Tax position work is most impactful at specific inflection points in your business. These are the moments when a structured review delivers outsized financial results.
Growing companies generate more qualifying R&D activity but often lack the documentation infrastructure to claim it. Growth amplifies missed credits.
Commercial property owners paying $50K+ annually in property taxes are prime candidates for both valuation appeals and cost segregation studies—often simultaneously.
Every new hire from a targeted demographic group (veterans, ex-felons, TANF recipients, etc.) may qualify for federal Work Opportunity Tax Credits up to 40% of first-year wages.
Asset purchases create immediate cost segregation opportunities. Buyer's should conduct studies early in ownership to maximize first-year depreciation benefits.
Large capital investments in buildings, equipment, or facilities trigger depreciation optimization opportunities that compound in value over time.
Any business that hasn't conducted a formal tax position review in 18+ months likely has unclaimed deductions from the current and prior fiscal years still available.
A comprehensive tax position review covers your entire footprint—federal, state, and local. We evaluate every applicable program across four primary categories, cross-referenced against your actual business activity.
Schedule Full ReviewSection 41 R&D credits reward companies for investing in technological advancement. Yet approximately 70% of eligible manufacturers, software developers, and engineering firms fail to claim them—primarily due to inadequate documentation and uncertainty about qualification criteria.
We identify qualifying activities across your entire operation, quantify the credit value with engineering precision, and build the technical documentation package that makes the credit audit-resistant.
Technical review of all R&D-adjacent work performed by engineering, product, and operations teams.
Engineering-based allocation of wages, supplies, and contractor costs to qualifying projects.
Technical narratives, project records, and supporting data formatted for IRS documentation standards.
Credit filing with technical support available if IRS examines the position.
Real & Personal Property · Appeals · Exemptions
Property owners paying $50K+ annually in property taxes routinely carry assessment overages of 15–30%. We conduct forensic valuation reviews and file formal appeals where defensible—on a success-based fee structure that means you only pay when we win.
Accelerated Depreciation · Engineering Studies
Cost segregation reclassifies building cost basis from 39-year real property to shorter-lived personal property—typically 5, 7, and 15-year categories. An engineering-led study typically reclassifies 20–40% of building cost, generating substantial first-year depreciation deductions.
Tax optimization isn't one-size-fits-all. The right strategy depends on your specific business profile, current position, and financial objectives. These factors determine where we focus—and what we recommend.
Manufacturing, technology, professional services, and real estate each have distinct credit profiles. Industry classification determines which programs apply.
When you file matters. Credits can be carried back, carried forward, or applied to offset payroll taxes—depending on timing and structure.
C-Corp, S-Corp, LLC, and Partnership each have different credit mechanisms, offset rules, and optimization pathways. Structure affects everything.
Some programs scale by revenue or payroll size. A $5M company and a $50M company have different opportunities and different credit values.
Recent or planned acquisitions, new construction, or equipment purchases create immediate depreciation and incentive opportunities that shouldn't be left on the table.
The demographics of your existing and planned hires determine WOTC qualification value. Targeted group eligibility varies by employee background.
A $12M precision manufacturer with 85 employees runs iterative process improvements annually. Their engineering team spends 30% of time on qualifying activities—but they've never claimed R&D credits. A review identifies $340K in qualifying expenses, generating approximately $85K in federal credits, plus state incentives worth an additional $28K.
A real estate holding company owns three office buildings valued at $8.5M combined, paying $210K annually in property taxes. A forensic assessment finds all three are over-assessed by 18–22%. Appeals are filed; two settle favorably, one goes to hearing. Net reduction: $44K/year ongoing. A cost segregation study on the newest acquisition adds $127K in first-year depreciation deductions.
A healthcare staffing firm with 140 employees plans to add 22 net new hires over the next year, including several from target demographics (veterans, individuals transitioning from corrections). WOTC pre-screening integrated into the hiring workflow captures certifications for 18 of the 22 positions, generating credits of $6,400–$9,600 per eligible hire, totaling $115K–$173K in federal credits.
Our Tax Optimization practice covers four distinct disciplines—each with its own qualification framework, documentation standards, and filing process. Together, they form a comprehensive tax position review that leaves no legitimate reduction unexamined.
Section 41 R&D credits reward companies for technological advancement. We identify qualifying activities across your operation, quantify the credit value with engineering precision, and build the documentation package that makes the credit audit-resistant.
Property owners paying $50K+ annually in property taxes routinely carry assessment overages of 15–30%. We conduct forensic valuation reviews and file formal appeals where defensible—on a success-based fee structure that means you only pay when we win.
Cost segregation reclassifies building cost basis from 39-year real property to shorter-lived personal property—typically 5, 7, and 15-year categories. An engineering-led study typically reclassifies 20–40% of building cost, generating substantial first-year depreciation deductions.
Work Opportunity Tax Credits reward employers for hiring from targeted demographic groups. Despite nearly $1B in credits claimed annually, most employers capture less than 30% of their eligible workforce additions—primarily due to missed pre-screening and certification timing.
A structured engagement designed to identify value quickly, execute precisely, and leave your tax position materially stronger.
We review your tax returns, financials, payroll records, and property holdings to establish a complete picture of your current position and identify the highest-value opportunities.
Each identified opportunity is analyzed for qualification strength, credit value, and defensibility. We prioritize by impact and create a ranked recommendation framework.
We build the technical documentation package for each credit and handle the filing process—coordinating with your CPA where needed and ensuring compliance with all applicable standards.
Every engagement includes ongoing advisory support. If any position is examined by the IRS or a state authority, we provide direct technical support throughout the process.
Most tax position reviews are completed within 4–8 weeks from engagement kickoff. Credit filings and refund claims follow standard processing timelines. Property tax appeals follow jurisdictional schedules and may extend to 6–12 months depending on the county or jurisdiction.
A complete tax position review requires a comprehensive view of your financial picture. The following materials allow us to conduct a thorough analysis and identify every applicable credit, deduction, and incentive.
Every document you provide is protected under our confidentiality commitment. Your financial information is never shared with third parties and is used solely for the purpose of conducting your tax position analysis. We operate under attorney-client privilege standards for all engagement communications.
R&D credits apply to businesses that develop new products, processes, or software—or substantially improve existing ones. This includes manufacturers, software developers, engineering firms, pharmaceutical companies, and technology businesses. Even incremental improvements to products or processes can qualify. We conduct a complimentary qualification assessment during our initial discovery conversation to determine your eligibility before any engagement begins.
A tax deduction reduces your taxable income, while a tax credit reduces your actual tax liability dollar-for-dollar. A $10,000 credit saves you $10,000 in taxes, whereas a $10,000 deduction saves you only the amount of tax you would have paid at your marginal rate. Credits are significantly more valuable, which is why maximizing applicable credits is a priority in our tax optimization approach.
Yes. We coordinate with your existing CPA as part of every engagement. Our role is to identify and document optimization opportunities—we don't replace your tax preparer. We provide the technical documentation, filing support, and advisory framework, while your CPA integrates our recommendations into your overall tax strategy and filing. This collaborative approach ensures consistency and reduces the risk of conflicting advice.
Every engagement includes full audit support. If any credit or position we recommend is examined by the IRS or a state tax authority, we provide direct technical support throughout the process. This includes responding to inquiries, preparing supporting documentation, and representing your interests. We build defensible positions from the start—engineering documentation, technical narratives, and contemporaneous records—so audits, if they occur, are straightforward.
Most engagements are completed within 4–8 weeks from kickoff to filing. Property tax appeals follow jurisdictional timelines and may extend to 6–12 months depending on the county or assessment jurisdiction. R&D credit filings typically process within 6–12 months at the IRS, with state processing varying by state. We provide estimated timelines during engagement scoping and keep you informed throughout the process.
Absolutely. Confidentiality is foundational to our engagement model. Every document you provide is protected under strict confidentiality protocols and is never shared with third parties. We operate under professional standards that parallel attorney-client privilege for all advisory communications. Your financial position, tax information, and business details remain private and are used solely for the purpose of conducting your optimization analysis.
We work with established businesses across all industries—manufacturers, technology companies, professional services firms, healthcare practices, real estate operators, and more. Our focus is on companies with annual revenues typically between $5 million and $500 million, though we evaluate each engagement on its merits. The common thread is businesses that want a proactive, strategic approach to tax optimization rather than reactive, compliance-only planning.
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Request a ConsultationSchedule a confidential consultation to discuss your tax optimization opportunities. There's no obligation—we'll provide a preliminary assessment of potential value before any engagement begins.
A single tax position review can identify tens of thousands of dollars in legitimate credits and deductions your business has been overlooking. The cost of not knowing is quantifiable—and it's higher than you think.