Our Services

Our expert will listen to your historic project objective as your advocate and solutionist. Start with a consultation. We will take the time to understand your unique challenges and aspirations, ensuring a comprehensive approach tailored to meet your specific needs.

Drawing on our extensive knowledge and experience, we will provide strategic insights and actionable solutions to help guide your project toward success.

Trust us to be your dedicated partner every step of the way.

A person writing on a clipboard in an office setting, with another person sitting on a sofa in the background.

Consultation

A consultation carefully focuses on your specific objectives. For historic projects that may involve establishing historical context, preparing a rehabilitation work plan, or certifying the successful completion of approved work. Each aspect is essential to ensure that the project aligns with preservation standards and meets the requirements for rehabilitation tax credits.

Similarly, for other specialty tax and risk topics, a consultation focuses on your outcomes.

Person drawing architectural sketches with a black pen on white paper.

Rehabilitation Tax Planning

Rehabilitation tax planning involves establishing historical property reference and documenting a detailed work plan for successful approval of federal and/or state rehabilitation incentives. This process ensures that all relevant criteria are met, allowing for the effective rejuvenation of properties and the enhancement of community value.

Person using a laptop displaying architectural plans near a window.

Certification of Project Completion

Tax incentives necessitate the independent certification of project completion by certified public accountants (CPAs) who are licensed by the state. This ensures that the project meets all stipulated requirements and adheres to the relevant regulations, thereby providing a trustworthy verification process.

Flowchart illustrating risk management strategies: "Risk" in the center, with arrows leading to four options: "Accept," "Avoid," "Reduce," and "Transfer." A hand is drawing the chart with a red marker.

Other Specialty Tax and Risk Management

Specialty tax areas include but are not limited to estate, farm, involuntary conversions, and R&D benefits. Tax planning by a CPA can develop strategies that allow you to take advantage of available deductions and credits.

Risk identification and mitigation involves pinpointing potential threats and implementing strategies to reduce their impact.