Methods of identifying and securing credits and incentives to offset strategic investments

Is your company planning to relocate, open a new facility or hire new talent? Or possibly your goals include investing in high-tech research and development, sustainable technology or capital improvements? If so, don’t leave money on the table. Our specialty teams help middle market clients like you identify and secure credits and incentives from federal, state and local programs.

We understand both your needs and the complexities of identifying and securing tax credit incentives and other tax benefits. These areas offer some of the largest opportunities:

People: New job creations, retention, and workforce training incentives
Investments: R&D tax credits, state investment credits, renewable energy incentives and certain real estate investment incentives
Operations: Energy and sustainability programs, manufacturing and production incentives and excise tax exemptions and credits

Our high approval rates illustrate our experienced team is highly motivated to match your strategic goals to available tax credits and incentives. It’s our mission to help your company achieve your funding goals by maximizing available tax credits and incentives

How RSM can help you

: Negotiating and accessing credits and incentives when operating in multiple states can be complicated without our experienced team helping through every step of the process.

Learn more

: Cities and counties compete to host your business. Before expanding, it’s critical to include capital investment into your strategic plans. We can help you identify and negotiate the most attractive tax credits available.

: Whether adding jobs to an existing facility, opening a new operation or moving to a new location, we can help you explore an extensive variety of local, state and federal workforce hiring and training credits to offset your investments.

: Moving into an unfamiliar area is daunting. We can help foreign inbound companies who are planning to expand into the U.S. navigate the federal and state credits and incentives environment.

Building a sustainable future:

Aligning ESG strategy with business priorities

RSM's 2024 guide details the multifaceted ecosystem of ESG and sustainability. It provides an in-depth analysis to foster responsible business practices consisting of strategies, technologies, processes and data.

Read the guide now

Explore our insights

January 27, 2020

Credits and incentives considerations for foreign inbound investment

This article discusses state, county, and local-level credits and incentives a company should consider in evaluating investment into the US.

Credits & incentivesState & local tax

Credits & incentivesState & local tax

August 10, 2020

Incentives for remote employment: What the states can and should do

The future of state and local incentives in a post-pandemic economy will be highly influenced by remote workforces – states may act soon.

State & local taxCredits & incentivesLabor and workforce

State & local taxCredits & incentives

September 16, 2021

DIY approach can be a bad bet when negotiating credits and incentives

Companies that negotiate their own credits and incentives often miss opportunities and create compliance issues.

State & local taxR&D tax credit

State & local taxR&D tax credit

January 27, 2020

Credits and incentives considerations for foreign inbound investment

This article discusses state, county, and local-level credits and incentives a company should consider in evaluating investment into the US.

Credits & incentivesState & local tax

Credits & incentivesState & local tax

August 10, 2020

Incentives for remote employment: What the states can and should do

The future of state and local incentives in a post-pandemic economy will be highly influenced by remote workforces – states may act soon.

State & local taxCredits & incentivesLabor and workforce

State & local taxCredits & incentives

September 16, 2021

DIY approach can be a bad bet when negotiating credits and incentives

Companies that negotiate their own credits and incentives often miss opportunities and create compliance issues.

State & local taxR&D tax credit

State & local taxR&D tax credit

Special Report

The RSM Middle Market Sustainability Survey 2024: U.S. and Canada

Numerous regulations are making sustainability a larger compliance issue.

Tax incentives are one part of companies’ broader decarbonization efforts.

Training is the most common action taken toward compliance, but also the top hurdle.

Check out the full report

With our full-service capabilities, we help you capture an extra return on your investments

Excise taxes and credits

Clean energy tax incentives

Research and development (R&D) tax credit services

State tax credits and incentives services

Excise taxes and credits

Clean energy tax incentives

Research and development (R&D) tax credit services

State tax credits and incentives services

Meet our tax credit consulting team leaders

Our tax professionals are here to help you succeed

Dana Jackson

Partner

View bio
Christian Wood

Principal

View bio

Dana Jackson

Partner

Christian Wood

Principal

Our professionals are here to help you

Connect with us by completing this form and an RSM professional will be in touch shortly.

Subscribe to RSM tax newsletters

Tax news and insights that are important to you—delivered weekly to your inbox

THE POWER OF BEING UNDERSTOOD

ASSURANCE | TAX | CONSULTING

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

"