Credits and incentives services

Maximize your funding opportunities with credits and incentives

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Credits & incentives Federal tax Business tax

Maximize your funding opportunities with credits and incentives

Is your business expanding, investing in innovation or hiring new talent? Many companies leave valuable credits and incentives unclaimed—funds that can directly support growth and reduce your effective tax rate.

Growth initiatives often come with complexity: overlapping federal, state and local programs, shifting regulations, and tight application windows. Missing one opportunity can mean leaving significant dollars behind.

RSM’s credits and incentives specialists work alongside chief financial officers, tax directors and business leaders to uncover, quantify and secure the incentives that strengthen cash flow and fuel strategic growth. With proactive planning, you can turn regulatory complexity into a meaningful financial advantage.

Why RSM

Middle market businesses operate in a maze of incentive programs that differ by jurisdiction and industry. Without professional guidance, it’s easy to overlook credits or misalign them with your broader strategy.

Our team combines deep technical knowledge with negotiation experience and an understanding of your business priorities—helping you capture every available benefit while maintaining compliance and transparency. The result: a reduced tax burden, improved cash flow and a clearer return on your capital investments.

Where opportunities exist

We help organizations capture incentives across three core areas:

  • People: Hiring, job creation, retention and workforce training credits
  • Investments: R&D tax credits, state investment incentives, renewable energy incentives, clean fuel and clean energy incentives, and select real estate programs
  • Operations: Energy and sustainability programs, manufacturing and production incentives, and excise tax exemptions and credits

Turn complex incentive programs into measurable savings

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. 

Explore our insights

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.

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

Meet our tax credit consulting team leaders
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