Assessing A Firm’s Specialty Tax Capabilities

As you begin your search for a firm to help you enhance your service offerings by providing 179D energy tax and cost segregation studies, there are several things to consider in order to protect your firm and ensure the highest quality of performance and compliance.
Business handshake to seal a deal

Choosing a Specialty Tax Provider

DUE DILIGENCE IN SELECTING A SPECIALTY TAX PROVIDER IS CRITICAL

The selection of a specialty tax provider for Cost Segregation, Energy Certifications, Research & Development and other tax incentives is critical to the process, the resulting benefit, and to ensure results that stand-up upon IRS examination. Performing the proper due diligence steps is vital to ensuring your tax filing position and to ensure that you gain every benefit that you deserve with the assurance of IRS compliance. Consider the items below when looking for a company with a long history of IRS compliance, experience in your area both geographically and professionally, and a strong reputation of customer satisfaction. Request proof of licenses and insurance for the firm you are considering, as well as the individual team members who will be working on your project. Also request references from previous clients and take the time to contact them regarding their experience with the firm and any problems that may have arisen through the process. This will offer significant insight into the integrity of the firm that you choose.

THINGS TO CONSIDER…
  • Professional licenses.
  • Circular 230 compliance.
  • Evaluate the engagement team.
  • Evaluate the firms credentials.
  • What is the firms track record?
  • Ensure compliant fee structure.
  • Are you confident in the team?
  • Is IRS audit support provided?
  • Ask for client references.
  • Request a sample study.

Why Engineered Tax Services

ETS is a nationally scoped licensed engineering firm with experience in 179D, cost segregation studies, and other specialty tax services, which yields substantial tax deductions for companies across the country. ETS is one of the only qualified professional engineering firms with its own Professional Engineers, LEED Accredited Professionals, Certified Public Accountants, Licensed Contractors, and Architects on staff.
  • Over 80+ years of combined Cost Segregation experience
  • Fully Circular 230 compliant
  • Experience from Fortune 100 companies on down
  • Broad service offering maximizes client ROI
UNMATCHED EXPERTISE
  • Studies completed nationally.
  • Experience with any building.
  • References from across the us.
  • The best team in the industry.
  • Sound business practices.
  • Projects of any size range.
  • The best project managers.
  • Education on specialty tax opps.
  • The highest benefit possible.
  • We value our clients!

Author

Stay Tax-Savvy

Get expert tax tips and insights delivered to your inbox. Stay ahead with our specialty tax newsletter.

Recent Posts

Engineered Incentive Reports: A Smarter Way to Uncover Business Incentives

Most businesses have one thing in common: they’re busy. Whether it’s hiring new staff, expanding into new spaces, investing in equipment, or just trying to stay on top of day-to-day operations there’s rarely time to step back and ask, “Are we missing out on anything?”  That’s exactly where an Engineered Incentive Report comes in. It’s

Read More »
Big Beautiful Bill Act

What’s in the One Big Beautiful Bill and What It Means for You

The Senate just introduced The One Big Beautiful Bill, and it’s filled with significant updates for CPAs, business owners, real estate investors, developers, and innovators. While tax policy isn’t always the easiest thing to digest, this bill includes real, practical changes that could impact how you plan, invest, and grow over the next few years.  Whether

Read More »

Barry Habib, CEO of MBS Highway, Joins Engineered Tax Services Advisory Board

West Palm Beach, FL – Engineered Tax Services (ETS), the nation’s leader in specialty tax services and government incentive solutions, proudly announces the appointment of Barry Habib, Founder and CEO of MBS Highway, to its Advisory Board. Barry Habib is a legendary figure in the mortgage and real estate industry, known for his award-winning market

Read More »

Contact Us