Credits & Incentives

Make More Possible

Federal, state, and local governments constantly seek ways to stimulate economic development and investment. One of the levers they manipulate most frequently is tax credits and other incentives designed to foster innovative research and development, keep businesses in certain jurisdictions, or give them a reason to move to those jurisdictions.

Businesses that leverage these incentives wisely can save significant amounts, taking money that might otherwise have gone to the IRS or a state or local department of revenue and reinvesting it in their business instead. In many cases, even if you discover that you qualify for certain credits and incentives after the fact, you can go back over a period of years and amend tax returns to take advantage of them retroactively.

We can help your business apply and qualify for the credits and incentives to which it’s entitled. We routinely discover opportunities to save our clients money on their federal, state, and local taxes and turn what would have been tax expenditures into positive cash flow to help grow their business.

Our dedicated team works with businesses in a wide range of industries. We can help you not only qualify for an array of incentives but also document your qualifications and defend them in the event they’re challenged by a taxing authority.

We provide solutions in a number of areas, including:


A new cap allows more companies to claim the refundable credit. Preparing documents early can help you get ahead in the competitive process.

The orphan drug tax credit allows pharmaceutical companies working to find cures for rare diseases to offset up to 25% of their research costs.

A second set of proposed regulations for Qualified Opportunity Zones provides insight for investors—addressing triggering deferred capital gain and more.

In April 2019, The US Tax Court emphasized the importance of documentation for R&D credits, reversing credits granted to Siemer Milling Company.

IRS guidance on the Employer Paid Family and Medical Leave Credit IRC 45S could affect employer’s policies, qualified wages, and credit reporting.

Proposed IRS guidance can help provide benefits for taxpayers invested in qualified opportunity zones. However, further guidance is expected in early 2019.

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