Tax Credits & Incentives — Elevate EBS
Elevate EBS · Tax Credits & Incentives
Tax-Optimized · Compliance-First

The money already sitting in your business.

Buildings, equipment, technical work, exports, expansions — each one carries a federal or state incentive most companies never claim. Not because they don’t qualify, but because nobody looked. Every study we bring is engineering-based, documented to hold up, and run in coordination with your CPA.

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Why these go unclaimed

The incentives are real. The lookups are not automatic.

None of these programs are loopholes. They are written into the tax code deliberately, to reward exactly the things you are already doing — owning and improving property, solving technical problems, exporting product, creating jobs. The money is budgeted. It is meant to be claimed.

It goes unclaimed anyway, and the reason is usually structural. Your CPA prepares returns; they are not staffed with engineers to survey a factory floor or model a building’s energy performance. The work sits in the gap between tax and engineering, and if nobody spans that gap, the deduction never gets found. That gap is the whole business.

What we do

Eight ways to find it.

01 · Property

Cost Segregation

Reclassify building components into 5-, 7-, and 15-year lives instead of 39. Deductions move forward, cash comes back sooner — including a look-back catch-up on property you’ve already owned for years.

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02 · Innovation

R&D Tax Credit

A dollar-for-dollar federal credit worth roughly 10% of qualified spend on developing or improving products, processes, software, and formulas. No lab coats required — and failed work still counts.

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03 · Energy

179D Energy Deduction

Up to $5.94 per square foot on energy-efficient commercial buildings. Owners claim it directly — and architects, engineers, and design-build contractors can be allocated it on government and tax-exempt projects.

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04 · Fixed Assets

Repair vs. Capitalization §263(a)

Roofs, HVAC, plumbing, and lighting routinely get capitalized when they should have been deducted. We deduct what qualifies and write off the remaining basis in components you already tore out.

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05 · Utilities

Predominant Use Study

An engineered load survey that proves what share of a meter runs qualifying production. Clear the threshold and the whole meter comes out of sales tax — plus a refund on tax already paid.

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06 · Expansion

Negotiated Incentives

Cash grants, abatements, and rebates from state and local jurisdictions for job creation and capital investment. These are negotiated before you commit — the leverage disappears once you announce.

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07 · International

Transfer Pricing & IC-DISC

Documented arm’s length pricing so two countries don’t tax the same dollar — and an IC-DISC to convert a slice of export profit from ordinary income into qualified dividend income.

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08 · NYC Compliance

Local Law 97

NYC caps emissions on large buildings and fines you annually for every ton over. We model your exposure and align the retrofit with the federal incentives that help pay for it.

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Who it’s for

If you own it, build it, or improve it, something here applies.

  • Own, built, or renovated commercial or investment property
  • Manufacture, fabricate, or process anything
  • Employ engineers, developers, or technical staff
  • Design or build for government and tax-exempt clients
  • Export U.S. product or operate across borders
  • Are planning an expansion, relocation, or major hire

Most companies qualify for more than one. The first conversation is usually about which of these is worth pursuing first — not whether any of them are.

How it works

We bring it to the table and manage it end to end.

Step 01

Assess

One conversation covers all eight. We tell you which studies are worth pursuing before you spend anything.

Step 02

Study

Engineers and tax specialists do the work — site surveys, energy modeling, load calculations, benchmarking.

Step 03

Document

The substantiation is built alongside the study, not reconstructed after a notice arrives.

Step 04

Claim

Filed and applied to your return, coordinated with your CPA — current year and open prior years.

Done right, or not at all.

Every one of these is a position, and positions get examined. Cost segregation without an engineering study, an R&D credit with no contemporaneous documentation, a sales tax exemption based on an eyeballed percentage — each of those comes back as tax, penalty, and interest on every year you claimed it. A deduction you have to give back was never a deduction. That is why the work is done by engineers and tax specialists who build the record as they go, and why we coordinate with your CPA rather than around them. Same standard we bring to everything: optimize aggressively, but never past the line.

Let’s talk

Find out which of these your company qualifies for.

A short call is enough to identify what’s worth pursuing and roughly what it’s worth — before you commit to anything.

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Elevate EBS (Employer Benefits Solutions) · Houston, TX. Tax credit and incentive studies are performed by qualified engineering and tax professionals and applied in coordination with your tax advisor. Eligibility, benefit amounts, and lookback periods vary by program, jurisdiction, and individual circumstance. This material is for informational purposes and is not tax or legal advice.

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