MaxCredits® Credits and Incentives Study

Leveraging available tax credits and negotiated incentives can have a huge impact on a business’s growth, innovation, and competitive advantage. Given the ever-changing tax landscape, identifying and securing applicable credits and incentives is a significant challenge that can result in missed opportunities for valuable funds and savings opportunities.

Eliminate the guesswork with our MaxCredits Study. This comprehensive analysis reviews the tax credits you’re currently claiming, identifies federal and state tax savings opportunities, and prioritizes the most beneficial credits and incentives for your business. It also includes a high-level evaluation of your current business activities, growth, and future expansion or exit plans. 

Bring past, present, and future projects—from physical expansion to automation to renewable energy to hiring—into a comprehensive approach that allows your business to capitalize on current, new, or additional value-add opportunities with our strategic and holistic model.

Support Business Health with a MaxCredits Study

A MaxCredits Study offers significant advantages that keep your business moving forward:

  • Identify current and emerging tax credit opportunities quickly and efficiently
  • Gain support to apply for and receive applicable credits
  • Maintain compliance and avoid costly penalties
  • Reduce federal and state tax liability
  • Plan strategically for future business growth or transitions
  • Boost cash flow and reinvest in your business

How the Process Works

Gain a holistic view of your company’s current and potential tax credit and incentive landscape by undergoing the comprehensive MaxCredits Study process.

  • Discovery and Scoping. Identify and review the current federal and state tax benefits being claimed by the business.
  • Understand and Evaluate. Interview key stakeholders and obtain high-level information business activity information to evaluate areas of opportunity.
  • Document. Analyze the information collected and prepare a comprehensive management report summarizing findings.
  • Report Findings. Deliver the report and guidance to key stakeholders, outlining the opportunities your business may be entitled to claim.
  • Plan and Collaborate. Prioritize areas of opportunity, determine next action steps, and establish timelines for action.

Expansive Tax Credit and Incentives Experience

Deeply immersed in more than 30 industries, our professionals have significant experience guiding organizations to successfully claim tax credits and incentives. We provide solutions specific to the nuances, challenges, and operations of the sector in which you work—while customizing plans to meet your unique needs.

Our one-firm approach allows your organization to tap into the full resources of our firm, integrating guidance and solutions related to other integral support areas including finance, tax, and audit concerns, as well as transaction and technology services.

Primary Contact

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.