Specialty Tax Services

Specialty Tax Strategies That Maximize Savings and Accelerate Growth

From R&D credits to cost segregation and entity structuring, we help you unlock real tax savings and scale smarter

R&D Credit

Starts at

$4,000

Cash savings for innovation – Claim valuable federal and state credits for developing or improving products, processes, software, or technology.

More than just labs – Eligible industries include contractors, manufacturers, engineers, and tech-forward service businesses.

Offset income or payroll taxes – Credits reduce your tax liability and improve cash flow — even for early-stage or pre-profit startups.

Audit-ready documentation – We use a methodical approach to identify qualifying activities and fully substantiate your claim under IRS standards.

Cost Segregation

Starts at

$2,500

Accelerate depreciation deductions – Reclassify eligible building components to shorten their recovery periods and reduce taxable income faster.

Immediate cash flow boost – Cost seg studies often generate tens of thousands in first-year tax savings for commercial and residential rental properties.

Available for current and past assets – Apply retroactively through a change in accounting method — no need to amend prior returns.

Engineered and audit-defensible – We partner with qualified engineers to deliver IRS-compliant studies backed by detailed documentation.

Entity Formation and Structuring

Starts at

$1,500

Choose the right structure – Get expert guidance on LLCs, S-Corps, and partnerships — tailored to your tax exposure, liability, and long-term goals.

Set up for smooth operations – We’ll help you open bank accounts, launch your bookkeeping system, and connect payroll — the right way, from day one.

Built with tax strategy in mind – Every step is aligned with compliance and long-term tax efficiency — not just form filing.

Avoid costly startup mistakes – We help you sidestep issues like missed S-Corp elections, ownership errors, and state registration missteps.