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Federal Tax Services

Whether you need someone to review your current tax processes, guide you through a tax dispute or help you apply for federal tax credits, our CPAs and advisors are here to offer solutions tailored to your needs. Let us help you maximize your opportunities. 

Accounting Methods

Discover Financial Opportunities

for Your Business.

Choosing the right accounting methods can help your business increase cash flow and reduce your tax burden. Our advisors can review your tax accounting practices, identify opportunities and risks, help you realize financial benefits and stay in compliance. 

Our services include:

  • Depreciation and Capitalization
  • Fixed Asset Review
  • Materials and Supply Treatment
  • Repairs and Maintenance Studies
  • Software Development Costs
  • Tangible Property Regulations
  • New Regulation Compliance
  • Transaction Costs

R&D Tax Credits

Get Rewarded for Innovation.

Your employees don’t need to wear lab coats in order for your company to take advantage of research and development (R&D) tax credits. If you create a new product, enhance product design or improve production processes, you could be eligible for R&D tax credits.

Our advisors can conduct an R&D study that could result in a lower tax obligation and increased profit.

Some examples of industries that often qualify for the R&D tax credit include:

  • Manufacturing
  • Information Technology
  • Engineering
  • Architecture
  • Telecommunications
  • Aerospace
  • Software Development
  • Tool & Die
  • Energy
  • Pharmaceutical

Private businesses should note the added value that the R&D tax credit can offer during mergers and acquisitions. Credits can be claimed in one year and taken in another, making it possible to transfer them to a buyer. Some companies claim the R&D credit annually for the specific purpose of enticing an M&A opportunity.

Credits & Incentives

Capture the maximum benefit available.

Grants and incentives are available for new or expanded business and for training existing employees. Do you know which opportunities your organization may be eligible for? We can help you unlock and maximize tax credits, exemptions and abatements.

Could you benefit from one of the following?

  • InvestOhio tax credits
  • Job Creation Tax Credits (JCTC)
  • Property tax reductions or abatements
  • Safety Intervention Grants
  • Sales and use tax exemptions
  • Tax breaks for energy efficient improvements
  • Various training grants
  • Work Opportunity Tax Credits (WOTC)

Cost Segregation

Lower Your Liability.

You’ve made a significant investment in your organization by purchasing, constructing or upgrading property. But you may be overlooking a smart tax strategy. Cost segregation studies can lower your current-year tax liability and free up more capital.

Federal Tax Guidance



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Get in Touch.

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