Tax credits and incentives

Tax Credits, Incentives, & Deductions

The right tax benefits, with the support to stand behind them

With so many potential tax benefits available, the challenge isn’t just identifying which ones apply — it’s understanding which opportunities are worth pursuing and how to defend them.

We help you focus on the opportunities that make sense for your organization, drawing on our deep knowledge of relevant tax law, regulatory requirements, and administrative guidance. We analyze qualifying activities and associated costs to develop a tax strategy customized to your business, backed by the documentation needed to support it. The result is a more defensible position that can improve cash flow, reduce tax liability, and hold up under review, whether from internal stakeholders or 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