- Specialty Tax Strategy
Find the tax savings
your business already earned.
Cost segregation, R&D tax credits, utility sales tax exemptions, and other tax
strategies delivered for CPA firms, real estate owners, and businesses
nationwide. Every study is thoroughly documented, designed to withstand IRS
scrutiny, and backed by our team, working alongside your CPA.
Cost segregation, R&D tax credits, utility sales tax exemptions, and other tax strategies delivered for CPA firms, real estate owners, and businesses nationwide. Every study is thoroughly documented, designed to withstand IRS scrutiny, and backed by our team, working alongside your CPA.
- The Overlooked Opportunity
Most businesses have tax savings hidden in their everyday
operations, waiting for someone to identify the opportunities,
deliver the results, and support the work to a defensible
standard. That takes deep, specialized technical expertise,
which is exactly what we bring.
Most businesses have tax savings hidden in their everyday operations, waiting for someone to identify the opportunities, deliver the results, and support the work to a defensible standard. That takes deep, specialized technical expertise,
which is exactly what we bring.
- Our Services
Specialty tax strategies, engineered to withstand review
Cost Segregation
A strategic tax planning tool that accelerates depreciation deductions on real estate, often resulting in significant tax savings.
Utility Sales Tax Exemption
State legislation that exempts qualifying manufacturers and processors from sales tax on utilities used in production.
R&D Tax Credit
A federal and state incentive that rewards companies for investing in innovation, whether or not the project succeeded.
179D Energy Efficiency
An accelerated deduction, up to $5.00 per square foot, for the construction or retrofit of energy-efficient buildings.
Fixed Asset Consulting
A set of specialty tax services that help businesses optimize how they track, classify, and depreciate fixed assets.
International Tax Planning
Integrated specialty and international tax solutions delivered in partnership with Align Global Consulting.
Sales and Use Tax
A review of purchase and sales tax history to recover overpayments, paired with ongoing compliance so it doesn’t happen again.
Not sure where to start?
Whether it’s your own business or a client’s, tell us a bit about the situation and we’ll point you to what’s worth pursuing.
- Industries We Serve
Where we've built the deepest expertise
Real Estate Development & Multifamily Housing
Maximizing tax incentives, cost segregation, and credit opportunities to strengthen cash flow and accelerate project returns.
Hotels & Hospitality
Gas Stations, Auto Dealerships, Oil & Gas
Manufacturing & Agricultural Properties
Restaurants
Other Industries
- Small By Design
You'll know who's handling your project
from day one. The same experienced
team stays with you through every
step.
You'll know who's handling your project from day one. The same experienced team stays with you through every step.
We’ve stayed small on purpose. Here’s what that means for you.
- Your file moves through a broader team across a larger organization
- A broad service offering that isn't always focused on specialty tax
- Junior staff typically handle day-to-day work, with partner review at key milestones
- The same experienced team on your engagement from the very first call
- Direct phone and email access to the person doing the work
- Every study reviewed by our senior team before it's ever delivered to you
- Free Resource
The Specialty Tax Guide
Discover advanced tax strategies that should be considered for nearly all business owners and real estate investors, including cost segregation, R&D tax credits, utility sales tax exemptions, and fixed asset reviews, plus practical indicators for when specialty tax savings are likely available.
We’ll only use this to send the guide and occasional relevant insights.
Not sure which strategy fits your situation?
One scoping conversation is usually enough to tell. Fifteen minutes, no cost,
no obligation.
One scoping conversation is usually enough to tell. Fifteen minutes, no cost, no obligation.
- The Approach
Documented, traceable, and reviewed at every step
Whether you’re a business working with us directly or a CPA firm extending your practice, every study is built to the same standard: documented, traceable, and reviewed before anything is filed.
Discover
A no-cost feasibility review scoped against your client’s specific facts (property type, R&D activity, or utility usage) before any engagement begins.
Analyze
Our technical team conducts the study: site documentation, cost allocation or activity testing, and modeling to the applicable IRS standard.
Document
We prepare an audit-ready workpaper package, the same standard we’d want to see if it was our own business, with every classification and calculation substantiated.
Deliver
Your firm receives a filing-ready package: workpapers, calculations, and documentation formatted for your review and integration into the return.
- The Proof
Results by service
in first-year tax savings
A $66M multifamily syndication in Greenwood, IN reclassified 21% of depreciable assets, generating outsized first-year losses for investors.
in federal + Indiana R&D credits
An agricultural genetics and licensing company claimed both federal and state credits for the 2025 tax year.
refund + $250K in ongoing annual savings
A 50,000-head Indiana dairy farm secured a refund on past utility taxes across 30 meters, plus permanent annual savings going forward.
The recovery centered on equipment, safety equipment, tools, and repair parts tied to production across all eight locations, and established a stronger framework for managing tax-exempt purchases going forward.
- What Clients Say
Client Reviews
- FAQs
Answers to some of our most common questions
No. We work directly with business owners and real estate investors, and separately with the CPA firms that advise them. If you already have a CPA, we coordinate the study directly with them; if you don’t, we can work with you and loop in your accountant when it’s time to file.
It depends on the service. Several engagements, like utility sales tax exemption, run on a performance-based fee, so you only pay if we identify savings. Others are fixed-fee or hybrid depending on scope and complexity. We lay out the structure clearly before any work begins, and the feasibility review itself is always free.
It starts with a free feasibility review to confirm there’s a real opportunity. From there, we run the technical study, site documentation, data analysis, and modeling to the applicable IRS standard, then deliver an audit-ready package for your review and filing. Most engagements move from first conversation to final deliverable in a matter of weeks, depending on scope.
Every study we prepare is built with full documentation and a defensible methodology behind it, not a rushed number. If the IRS ever raises a question, we stand behind the work and support you through the inquiry.
Ready to see what applies to you?
Most businesses, and the firms that advise them, don’t realize how many of
these strategies apply until we scope it together.no obligation.
Most businesses, and the firms that advise them, don’t realize how many of these strategies apply until we scope it together. no obligation.