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State Credits & Incentives

State credits are money your clients have already earned by hiring, investing, and expanding. Most go unclaimed because the paperwork is unfamiliar. We identify the opportunities and do the paperwork, so your firm delivers the savings.

Every state offers credits and incentives, and each one has its own eligibility test, application window, and ongoing reporting. Firms without a dedicated specialist tend to catch only the credits the software prompts for. We review each client's footprint against the programs available in the states where they operate, prepare the claims, and handle the annual compliance that keeps awarded incentives from being clawed back.

Where an incentive requires negotiation with a state or local development authority, we prepare the application and supporting analysis for your firm to present.

What we handle

Credit identificationReview of client operations, hiring, capital spending, and locations against available state and local programs.
State research and development creditsState R&D credit computations that build on the federal Section 41 study, with state-specific qualified research adjustments.
Job creation and investment creditsApplications and annual certifications for job creation, retention, and capital investment credits.
Sales and use tax exemptionsManufacturing, data center, and research exemption certifications, and refund claims for tax paid on qualifying purchases.
Training and workforce grantsState training reimbursement programs and workforce development grants.
Enterprise and opportunity zonesZone-based credits, abatements, and the associated annual reporting.
Negotiated incentivesApplication packages and cost-benefit analyses for discretionary incentives when a client is expanding or relocating.
Post-award complianceAnnual reports, employment certifications, and clawback monitoring for incentives already in place.

Awarded incentives come with reporting obligations that outlast the celebration. Missed annual certifications are the most common reason credits are recaptured.

Why firms use us for this

  • Project-based fees for identification and applications; fixed annual fees for compliance.
  • Findings documented so your firm can present them to the client as your own advisory work.
  • Coordination with your firm's federal credit work to avoid duplicated effort.

Discuss your firm's needs