Unlock Tax Savings for
Businesses & Real Estate Investors
We help businesses and real estate investors identify potential tax-saving opportunities through specialized R&D tax credit and cost segregation studies, coordinated with CSSI and your existing tax advisers.
Our Specialized Tax Services
Engineering-Based Solutions for Businesses and Real Estate Investors
R&D Tax Credits
Your business may qualify for valuable federal or state R&D tax credits for activities such as product development, engineering design, software development, prototyping, testing, and manufacturing process improvements.
Cost Segregation
Commercial property owners and real estate investors may benefit from engineering-based cost segregation studies that identify opportunities to accelerate depreciation deductions and improve cash flow.
Helping CPA Firms Expand Their Tax Advisory Capabilities
We collaborate with CPA firms to help identify potential R&D tax credit and cost segregation opportunities for their clients. Through our work with CSSI, we help coordinate specialized technical studies while respecting existing CPA-client relationships.
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Specialized Technical Resources
CPA Collaboration
Respect for Client Relationships
Who We Serve
Manufacturing & Engineering Businesses
Businesses developing products, improving manufacturing processes, and addressing technical challenges.
Technology & Software Companies
Companies developing or improving software, systems, and technical solutions.
Commercial Real Estate Owners & Investors
Owners of multifamily, office, retail, industrial, and other commercial properties.
CPA Firms & Tax Professionals
Professionals seeking specialized R&D tax credit and cost segregation study resources for their clients.
How We Help
01
Initial Consultation
We learn about your business activities or real estate investments and discuss potential tax-saving opportunities.
02
Specialized Study Coordination
We work with CSSI* to coordinate appropriate R&D tax credit or cost segregation evaluations.
03
Documentation & CPA Collaboration
We help coordinate study findings and supporting information with your existing CPA or tax adviser.
* Supported by CSSI's Specialized Experience
Our collaboration with CSSI connects clients with an established specialty tax services provider serving businesses nationwide since 2003, with more than 65,000 studies completed.
Discover Potential Tax-Saving Opportunities
Whether you operate an innovative business, own commercial real estate, or advise clients as a CPA, we welcome the opportunity to discuss potential opportunities.
Eligibility and tax benefits depend on individual circumstances, applicable tax law, and supporting documentation. No tax savings are guaranteed.