Tax Credits & Incentives - CPA & Advisory Services (2024)

R&D tax credit

Many companies think the R&D tax credit doesn’t apply to them. Often, we show how it does.

If you’re developing a new or improved product, creating software, engaging in engineering, architecture, scientific or technical services, you may qualify for the Federal Research Credit. Commonly referred to as the R&D credit, this tax credit was first enacted by Congress in 1981, and businesses of all sizes – particularly in the healthcare, technology, manufacturing and construction industries – can qualify. Kaufman Rossin’s R&D tax experts can analyze your organization’s research and development operations to determine if you are eligible and help you capture valuable research credits.

Energy tax credits and incentives

New tax rules expand tax savings opportunities for the design and construction industry

The Inflation Reduction Act of 2022 enhanced the 179D Energy Efficient Commercial Building Deduction, a tax deduction incentivizing the investment in energy efficient commercial buildings. The revisions to the Section 179D rules include important changes that affect building owners and designers, adding increased value—and complexity—for those making energy-efficient improvements to new or existing buildings.

The expanded tax benefit updates the value of the 179D deduction, adds new eligible building types, changes the calculation method, and adds a deduction reset.

Learn more about the changes and what is needed to determine eligibility to claim this deduction.

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Cost segregation study

Maximize the return on your real estate investments.

Kaufman Rossin’s real estate and construction industry experts can help you generate cash flow savings by conducting a cost segregation study.

Your real estate holdings represent a significant capital investment. Through cost segregation, we can maximize your real property’s financial return by carving out shorter-lived assets (qualifying for five, seven or 15 year write-off periods) that are normally imbedded in a building’s construction or acquisition costs and thus generally depreciated over 39 years.

Reclassifying your assets is generally most effective for property valued at $1 million or more. For every million dollars you reclassify, the present value of your increased cash flow from income tax savings approximates $230,000.

Learn more

Reverse sales tax audit

Did your business overpay sales tax last year? Are you sure?

Kaufman Rossin’s state and local tax specialists can conduct a sales and use tax “reverse audit” to help businesses recoup erroneously paid taxes. We analyze your payments and see whether you have a refund due from the state. We look at your fixed asset and consumable purchases over the past three years, and often find vendor overcharges of sales tax, or sales/use tax paid on exempt transactions.

Our experts have helped hotels, hospitals, manufacturers and other businesses recover thousands in sales and use tax overpayments. For example:

• We recovered approximately $130,000 in overcharged sales tax for a South Florida resort hotel.
• We recovered approximately $250,000 in overpaid sales/use tax for a Central Florida manufacturing company.

The best part: You only pay if we succeed. We perform reverse audits on contingency fee basis, so there is no cost to you unless we find an overpayment and get your money back, in which case the fee is a percentage of your refund.

Louis Guay

Principal, Cost Segregation, Tax Credits & Incentives

Boca Raton

Louis Guay oversees Kaufman Rossin’s research and development tax and cost segregation service lines. Leveraging his industrial engineering experience, he helps clients qualify for and capture R&D and other specialized tax credits.With the R&D tax credit’s recent permanency and app…

Lindsay Kaiser

Senior Manager, Gerenta, Impuestos por Investigación y Desarrollo y Servicios de Segmentación de Costos

Boca Raton

Lindsay Kaiser es gerente en Kaufman Rossin; trabaja en el área de Servicios de Segregación de Costos e Impuestos para Investigación y Desarrollo. Cuenta con más de seis años de experiencia como especialista en impuestos.Lindsay aprovecha su experiencia para ayudar a los clientes a solucion…

Michelle Sadeghy, PE

Director, Energy Tax Credits & Incentives

Boca Raton

Michelle Sadeghy is a director on the Credits & Incentives team within the Tax Services Advisory Group at Kaufman Rossin. As a mechanical engineer with a background in energy efficiency in commercial buildings, she helps clients qualify for various energy credits and incentives, including the 17…

Laura Duarte

Manager, Cost Segregation, Tax Credits & Incentives

Boca Raton

Laura Duarte is a manager on the Credits & Incentives team in Kaufman Rossin’s Tax Services Advisory Group. She has experience in serving clients across various industries including construction, real estate, manufacturing and distribution, healthcare, technology, and start-ups. She specializes in…

David Merzel, CPA, CFE, EA

Principal, Entrepreneurial Services

Boca Raton

Ken Rios, JD

Principal, Tax

Ft. Lauderdale

Ken is a principal in Kaufman Rossin’s tax department and leads the firm’s state and local tax practice. With more than 20 years of experience, he assists clients with his expertise in state and local tax, franchise tax, sales and use tax, as well as property tax and unclaimed property.Prior to?…

Louis Guay

Principal, Cost Segregation, Tax Credits & Incentives

Boca Raton

Louis Guay oversees Kaufman Rossin’s research and development tax and cost segregation service lines. Leveraging his industrial engineering experience, he helps clients qualify for and capture R&D and other specialized tax credits.With the R&D tax credit’s recent permanency and app…

Lindsay Kaiser

Senior Manager, Gerenta, Impuestos por Investigación y Desarrollo y Servicios de Segmentación de Costos

Boca Raton

Lindsay Kaiser es gerente en Kaufman Rossin; trabaja en el área de Servicios de Segregación de Costos e Impuestos para Investigación y Desarrollo. Cuenta con más de seis años de experiencia como especialista en impuestos.Lindsay aprovecha su experiencia para ayudar a los clientes a solucion…

Michelle Sadeghy, PE

Director, Energy Tax Credits & Incentives

Boca Raton

Michelle Sadeghy is a director on the Credits & Incentives team within the Tax Services Advisory Group at Kaufman Rossin. As a mechanical engineer with a background in energy efficiency in commercial buildings, she helps clients qualify for various energy credits and incentives, including the 17…

Laura Duarte

Manager, Cost Segregation, Tax Credits & Incentives

Boca Raton

Laura Duarte is a manager on the Credits & Incentives team in Kaufman Rossin’s Tax Services Advisory Group. She has experience in serving clients across various industries including construction, real estate, manufacturing and distribution, healthcare, technology, and start-ups. She specializes in…

David Merzel, CPA, CFE, EA

Principal, Entrepreneurial Services

Boca Raton

Ken Rios, JD

Principal, Tax

Ft. Lauderdale

Ken is a principal in Kaufman Rossin’s tax department and leads the firm’s state and local tax practice. With more than 20 years of experience, he assists clients with his expertise in state and local tax, franchise tax, sales and use tax, as well as property tax and unclaimed property.Prior to?…

Louis Guay

Principal, Cost Segregation, Tax Credits & Incentives

Boca Raton

Louis Guay oversees Kaufman Rossin’s research and development tax and cost segregation service lines. Leveraging his industrial engineering experience, he helps clients qualify for and capture R&D and other specialized tax credits.With the R&D tax credit’s recent permanency and app…

Lindsay Kaiser

Senior Manager, Gerenta, Impuestos por Investigación y Desarrollo y Servicios de Segmentación de Costos

Boca Raton

Lindsay Kaiser es gerente en Kaufman Rossin; trabaja en el área de Servicios de Segregación de Costos e Impuestos para Investigación y Desarrollo. Cuenta con más de seis años de experiencia como especialista en impuestos.Lindsay aprovecha su experiencia para ayudar a los clientes a solucion…

Michelle Sadeghy, PE

Director, Energy Tax Credits & Incentives

Boca Raton

Michelle Sadeghy is a director on the Credits & Incentives team within the Tax Services Advisory Group at Kaufman Rossin. As a mechanical engineer with a background in energy efficiency in commercial buildings, she helps clients qualify for various energy credits and incentives, including the 17…

Laura Duarte

Manager, Cost Segregation, Tax Credits & Incentives

Boca Raton

Laura Duarte is a manager on the Credits & Incentives team in Kaufman Rossin’s Tax Services Advisory Group. She has experience in serving clients across various industries including construction, real estate, manufacturing and distribution, healthcare, technology, and start-ups. She specializes in…

David Merzel, CPA, CFE, EA

Principal, Entrepreneurial Services

Boca Raton

Ken Rios, JD

Principal, Tax

Ft. Lauderdale

Ken is a principal in Kaufman Rossin’s tax department and leads the firm’s state and local tax practice. With more than 20 years of experience, he assists clients with his expertise in state and local tax, franchise tax, sales and use tax, as well as property tax and unclaimed property.Prior to?…

Louis Guay

Principal, Cost Segregation, Tax Credits & Incentives

Boca Raton

Louis Guay oversees Kaufman Rossin’s research and development tax and cost segregation service lines. Leveraging his industrial engineering experience, he helps clients qualify for and capture R&D and other specialized tax credits.With the R&D tax credit’s recent permanency and app…

Lindsay Kaiser

Senior Manager, Gerenta, Impuestos por Investigación y Desarrollo y Servicios de Segmentación de Costos

Boca Raton

Lindsay Kaiser es gerente en Kaufman Rossin; trabaja en el área de Servicios de Segregación de Costos e Impuestos para Investigación y Desarrollo. Cuenta con más de seis años de experiencia como especialista en impuestos.Lindsay aprovecha su experiencia para ayudar a los clientes a solucion…

Michelle Sadeghy, PE

Director, Energy Tax Credits & Incentives

Boca Raton

Michelle Sadeghy is a director on the Credits & Incentives team within the Tax Services Advisory Group at Kaufman Rossin. As a mechanical engineer with a background in energy efficiency in commercial buildings, she helps clients qualify for various energy credits and incentives, including the 17…

Laura Duarte

Manager, Cost Segregation, Tax Credits & Incentives

Boca Raton

Laura Duarte is a manager on the Credits & Incentives team in Kaufman Rossin’s Tax Services Advisory Group. She has experience in serving clients across various industries including construction, real estate, manufacturing and distribution, healthcare, technology, and start-ups. She specializes in…

David Merzel, CPA, CFE, EA

Principal, Entrepreneurial Services

Boca Raton

Ken Rios, JD

Principal, Tax

Ft. Lauderdale

Ken is a principal in Kaufman Rossin’s tax department and leads the firm’s state and local tax practice. With more than 20 years of experience, he assists clients with his expertise in state and local tax, franchise tax, sales and use tax, as well as property tax and unclaimed property.Prior to?…

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