Identify Your Tax Credit Opportunities

Request a confidential assessment to identify where tax credits could reduce your liability.

Request Tax Credit Review

Most businesses leave significant tax credits unclaimed each year. A structured eligibility assessment can identify opportunities worth tens or hundreds of thousands of dollars that require no behavioral change—just proper documentation.

Common Tax Credit Categories

R&D Tax Credits

Technology development, manufacturing process improvement, patent development, software development, and engineering activities that solve technical uncertainties.

Work Opportunity Tax Credits

Hiring from qualified target groups including veterans, ex-felons, vocational rehabilitation participants, and summer youth employees.

Energy Credits

Commercial building energy efficiency, renewable energy systems, and alternative fuel vehicle infrastructure.

Property Tax Mitigation

Commercial real estate valuation challenges, assets held for investment, and manufacturing equipment classifications.

The Assessment Process

  1. 1
    Activity Inventory

    Document activities across engineering, manufacturing, IT, and product development that could qualify.

  2. 2
    Technical Uncertainty Review

    Identify activities where technical uncertainties required problem-solving approaches.

  3. 3
    Qualified Personnel Analysis

    Review hiring records to identify WOTC-eligible new hires from target groups.

  4. 4
    Engineering Documentation

    Structure documentation to support qualified activities with contemporaneous technical records.

Why Credits Go Unclaimed

Most businesses don't claim available credits because they don't know they qualify, don't have the documentation infrastructure, or assume their activities don't meet the technical requirements. A focused assessment changes this.

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Tax Strategy

Tax Credit Eligibility Assessment

15 min read Tax Planning
Resources Tax Strategy