Tax Valuation & Advisory Services

Developing a fully informed plan to assist in managing the complex tax landscape

In today's competitive landscape, maximizing cash flow is as much about smart tax positioning as it is about operational excellence. We specialize in identifying and capturing high-value tax credits, deductions, exemptions, and incentives that often go overlooked. Our team of tax specialists work to bridge the gap between technical operations and tax savings, turning your physical assets and innovation into immediate liquidity.

Tax minimization strategies often require valuations that meet specific criteria and can withstand scrutiny from internal and external auditors, regulators and taxing authorities. Having a full understanding of the impact of asset valuation is vital to the success of any tax planning strategy. We have the knowledge, experience and relationships to help you develop a fully informed plan to assist in managing the complex tax landscape and understanding how taxation authorities will view your strategy.

Our team works with hundreds of companies and conducts thousands of onsite visits each year in order to determine businesses' true property values. Our clients rely on our expertise and deep knowledge of their industry, business and property to provide effective valuation and advisory solutions to support their tax minimization strategies.

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Tax Credits, Deductions, Exemptions & Incentives

Research & Development Tax Credits

Your company doesn't need a laboratory to qualify for the R&D tax credit. If you are developing new products, improving manufacturing processes, or designing proprietary software, you may be eligible for significant federal and state credits. We perform an analysis to document and defend your qualifying research expenses.

Utility Sales Tax Exemptions

For manufacturing and industrial facilities, we conduct predominant use studies to exempt your production-related utility consumption from state sales tax.

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Cost Segregation & Fixed Asset Studies

Cost Segregation for Buildings & Improvements:

Don't wait to recover the cost of your real estate investment. We perform studies to reclassify building components into shorter recovery periods, significantly increasing your front-loaded depreciation and immediate cash flow.

Repair vs. Capitalization Review(§263(a)):

We review your capital expenditures to identify routine maintenance and repair costs that can be fully deducted in the current year rather than capitalized and depreciated over time.

Property Tax Valuation & Advisory

We provide expert valuations to ensure your business personal property assessments align with actual market value, preventing over-assessment.

We provide lifing studies, obsolescence studies and calculations, market curve studies, and other technical products to help tax liability through third party independent expertise.

179D Energy Efficient Commercial Building Deduction

Building owners and primary designers (architects/engineers) of government-owned buildings can claim a significant deduction for energy-efficient improvements. We provide the mandatory third-party modeling and certifications for:

Interior Lighting Systems
HVAC and Hot Water Systems
Building Envelope Improvements

45L Energy Efficient Home Credit

Developers of energy-efficient residential projects—including multi-family apartment complexes and single-family subdivisions—can earn substantial per-unit tax credits. We verify energy savings against national standards to secure these high-impact incentives.