Maximize your investment in people, processes and capital
Many businesses miss out on significant savings from tax credits and incentives because they are unaware they qualify or they don’t understand the process for obtaining them.
Wipfli can help you identify and leverage the right credits and incentives so you can maximize your investment in your people and operations.
Why Wipfli?
Our tax advisors monitor changes in tax laws to stay up to date on eligibility requirements and emerging strategies and incentives that can help your business make smart financial and tax-planning decisions. With our extensive experience, we can help your business identify, leverage and maximize applicable credits and incentives.
How we help
Tax law is complex, and many activities that aren’t traditionally R&D oriented actually qualify for credits at the state and federal levels.
Wipfli’s research and development tax credit team knows where to look for activities that qualify and how to get it done with a minimally intrusive process — helping your business lower your tax liability and increase your cash flow. Let us help you determine which activities qualify, calculate your tax credit and apply for the federal credit and any applicable state credits.
Gain tax advantages and improved cash flow with a cost segregation study.
The Wipfli team has performed thousands of successful cost segregation studies on new construction and existing buildings throughout the U.S. We have the right combination of engineering skills, construction knowledge and income tax specialization to deliver an independent, third-party report that maximizes depreciation benefits and provides fully documented support in case of an IRS audit.
Businesses today are putting environmental concerns front and center in their financial decision-making. Wipfli can help you take advantage of tax credits, deductions and other incentives that help your business get the most from sustainability and clean energy initiatives. Energy tax credits we can assist you with include:
- Section 45L or Section 179D tax deduction for energy-efficient construction
- Electric vehicle tax credits
- Alternative fuel tax credits
- Renewable energy tax credits
- Clean hydrogen credits
As an investor, you can take realized capital gains and reinvest them into qualified opportunity funds (QOFs) — gaining access to capital gain tax, tax deferral and step-up benefits.
Wipfli is here to help you confirm whether an investment is in an opportunity zone and qualifies as a QOF, set up and properly structure your own QOF, or work through the complexities of business and personal tax returns.
Businesses investing in people, processes and capital expenditures can qualify for a range of tax benefits. Let Wipfli help you identify events that trigger tax credits and incentives such as:
- Work Opportunity Tax Credit
- State and local tax incentive programs
- IC-DISC and foreign tax credits
- Section 1031 exchange
- Historic rehabilitation tax credit
- Low-income housing tax credits
- Site selection incentives
Featured Thought Leader
Valerie K. Fedie
Valerie Fedie works with a variety of clients to provide research and development (R&D) tax consulting services to maximize R&D tax credits. With a strong focus on R&D tax services since her career began in 1997, she has extensive experience including planning, supervising, and executing R&D tax incentive projects as well as providing federal and state audit support services. Valerie enjoys helping clients overcome challenges and maximize opportunities with new product or process improvements.
Doug Kolker, CPA
Doug Kolker focuses on research and experimentation (R&E) tax projects, allowing him to use his experience to help clients maximize the R&E tax credit. He assists manufacturing, technology and software companies nationwide to successfully reduce their tax liabilities by uncovering research and development (R&D) credits. Doug is also responsible for the overall planning, organization, supervision and completion of client engagements. He has a broad background in tax planning, working with closely held businesses, corporations, partnerships and limited liability companies.
Dannielle Lewis, CPA
Dannielle Lewis is a partner in the tax practice, focused on serving clients in the construction and real estate industry. She advises clients on complex tax transactions involving partnership interest exchanges or business sales.
Kendra M. Goodman, CPA
Kendra Goodman works with a variety of clients in various industries to provide research and development (R&D) tax consulting services. Her strong focus on the R&D area has resulted in extensive experience with new product development and process improvement. Kendra helps clients identify and understand their R&D opportunities, maximize their R&D credit benefits, and document them to support the credits claimed.
Andrew Seifert
Since joining Wipfli in 2015, Andrew Seifert's focus has been assisting clients with complex tax issues. He specializes in federal and multi-state corporate and partnership tax compliance, accounting methods, tax research, and mergers and acquisitions. Andrew also assists with forensic investigations, loss calculations, contractual disputes, business policy development, regulatory compliance matters and litigation readiness. He is dedicated to assisting the firm's clients with their unique and challenging issues.
Client success story
Discover how Wipfli’s feasibility assessment unearthed a $30,000 R&D tax credit for Valley Corporation.
