Tax credits and incentives

Tax Credits, Incentives, & Deductions

Delivering the best possible outcome for your unique tax situation

Whether you’re overwhelmed with considering all the possible tax incentives you may qualify for or if you’re wondering if you have the right documentation to apply for a tax credit, our team can help. We’ll analyze your activities and associated costs to determine whether you meet the requirements for tax incentives.

Our experienced team of specialists, which is customized to fit your specific needs, helps you navigate the complexities, bringing a thorough understanding of relevant codes, regulations, and administrative guidance on a wide range of tax incentives. The methodology we’ve developed gives you confidence in your decisions and documentation you can depend on in case of an audit.

From real estate to renewable energy to R&D, tax-saving opportunities call for strategies tailored to your business, investments, and goals.
Stay informed on tax rates and policy changes

Diverse tax expertise, seamlessly delivered

Working across a wide range of tax credits, incentives, and deductions takes more than technical knowledge — it takes coordination across disciplines. Our team brings together specialists in law, engineering, architecture, valuation, and tax to help you evaluate, document, and resolve complexity with greater confidence. The result is a more connected experience: opportunities are easier to assess, decisions are easier to make, and positions stand up under scrutiny.

Amy Forester, the leader of our tax solutions practice, sees this as a differentiator: “We often see organizations leave value on the table, not because the incentives aren’t available, but because they’re difficult to evaluate and support. We approach tax incentives from every angle, bringing together the right technical perspectives from the outset. That rigor carries through our work, so our clients can focus on growth and profitability, not playing defense.”

Andrew Callahan
CFO, ARaymond North America

What I value most about working with Plante Moran is the trust I have in their expertise, truthfulness, and transparency. Their work on our tax provisions, annual tax filings, and R&D tax credit gives me confidence that I’m fulfilling my fiduciary responsibility as CFO.

No matter what issue I bring to them, their expertise is spot on. Even if they don’t have the answer right away, they’ll connect me to other people at the firm who do. Beyond being super knowledgeable, they’re personable and easy to relate to. I always feel like they care about our business and want to be successful in meeting our needs.

Meet Our Team