Tax Planning & Credits. Start with your business activities.
Connect your tax history, business activities, property costs, and filing needs to a focused review or preparation engagement.
For individuals and owners organizing tax planning, credit reviews, and return preparation.
Business activity
Identify the payroll or projects behind a potential credit.
Supporting records
Connect the opportunity to the relevant tax year.
Existing claims
Establish what has already been calculated or claimed.
Choose a review that matches your business or property.
Business tax credits have different eligibility rules, calculations, and filing requirements. A useful review starts with the activities and expenses involved, then checks the supporting records and previous claims.
For restaurants, the starting point may be employer taxes on employee tips. For businesses developing products, software, or processes, it may be technical research and experimentation.
Use the consultation to identify the appropriate focused assessment. Your tax professional can evaluate eligibility, prior filings, and how any supported credit applies to your circumstances.
For commercial and investment property, cost segregation reviews asset classifications and depreciation timing. It is a depreciation strategy rather than a tax credit. Choose the focused subservice that matches your question.
For return preparation, choose Business Tax Preparation or Individual & Corporate Tax Filing. Confirm the taxpayers, entities, years, preparer responsibilities, and records required. Filing engagements can be coordinated with relevant credit reviews.
Read about the general business creditExplore tax planning, credits, and filing support.
Explore tip tax credits, research credits, property depreciation reviews, business tax preparation, and individual and corporate filing coordination.
Restaurant 45B Review
A focused introduction to employer tip tax credit eligibility and records.
Explore Restaurant 45B ReviewFICA Tip Credit Refunds
Review tip payroll, previous claims, and potential prior-year filing questions.
Explore FICA Tip Credit RefundsR&D Tax Credit Review
Connect research activities, project records, and qualified expense questions.
Explore R&D Tax Credit ReviewCost Segregation
Review property costs and potential depreciation classifications.
Explore Cost SegregationIndividual & Corporate Tax Filing
Bring personal income records, corporate accounts, and filing questions into an organized preparation process with clear responsibilities and secure document sharing.
Explore Individual & Corporate Tax FilingBusiness Tax Preparation
Organize business records, previous returns, and approvals for a clear tax preparation process.
Explore Business Tax PreparationBring the facts behind your tax planning questions.
An initial business overview helps identify which records a detailed assessment needs.
- Business activities, entity types, and locations
- Tax years, credits, and property questions to discuss
- Available payroll, project, property, and expense records
- Your accountant and previous credit or depreciation studies
From a broad question to the right review.
Focus on the service, tax year, and evidence that apply to your business or property.
Describe the activity
Explain your tipped payroll, development work, or property investment and the years you want reviewed.
Identify the evidence
Establish which payroll, technical, property, and financial records are available.
Coordinate the assessment
Agree on the appropriate specialist review and how your existing adviser will be involved.
Questions before you begin?
Common questions about tax planning and credit reviews.
Ask us a questionWhich services can I start here?
Start with Restaurant 45B Review, FICA Tip Credit Refunds, R&D Tax Credit Review, Cost Segregation, Individual & Corporate Tax Filing, or Business Tax Preparation. If you are unsure which applies, describe your business activities during the consultation.
Can I review multiple credits?
Yes. Each credit needs its own eligibility and calculation review, including coordination of expenses used under more than one tax provision.
What if a credit was claimed before?
Bring the existing calculation and return so the assessment can account for previous claims.
Will a review produce a refund?
Not necessarily. Eligibility, evidence, applicable rules, and your tax position determine the outcome. A business credit is not automatically a cash refund.
Can I involve my accountant?
Yes. Agree on who will perform the assessment, prepare calculations, and handle any filing before work begins.
Find the right starting point for your tax review.
Tell us about your business activities, records, and the questions you want answered.