Tax credits can materially change investment economics—but only when eligibility, allocation, and documentation hold up. We help investors and sponsors evaluate credit positions and assemble the support that returns and future examinations require.
What engagements typically include
- Screening investments for potential credit eligibility
- Coordination with project sponsors and counsel on allocation
- Timing analysis across tax years and carryforward rules
- Workpaper packages for return positions
- Review of third-party reports used to support claims
- Planning around recapture and exit events
Engagement notes
Credit work is fact-intensive. We do not guarantee credit outcomes; we structure analysis and documentation so claims are supportable.