We find that 8 out of 10 businesses and commercial property owners are leaving money on the table every year. That number is not a marketing line. It is what two decades and thousands of engagements have shown. When our team runs a free savings analysis, these are the four places we look first.
1. Cost segregation: for anyone who bought, built, or renovated
If you own commercial or residential investment property with meaningful depreciable basis, cost segregation is almost always the first check. Portions of the electrical, plumbing, mechanical systems and site improvements can be reclassified into 5- and 15-year lives, pulling deductions forward into immediate cash flow.
2. The R&D credit: for anyone who engineers anything
Technology, manufacturing, architecture, engineering, construction, and life sciences firms qualify far more often than they claim. Roughly 70% of eligible companies never file for it.
3. Energy incentives: 179D, 45L, and utility recovery
Energy-efficient commercial building systems can generate federal deductions under Section 179D; energy-efficient residential units can qualify for credits under Section 45L; and a utility bill review can recover years of overbilling. Our clients have received refund checks going back four years with zero obligation.
4. Disposition studies: before you renovate
If you are about to replace lighting, HVAC, or roofing, a disposition study lets you deduct the remaining basis of what you are abandoning. A deduction that quietly pays for part of the new installation. The key is timing: this one must be done before the renovation.
The order matters less than the habit
The owners who keep the most are the ones whose deal checklist includes the question every time: what incentives does this transaction unlock? Our savings analysis is free, takes minutes to request, and comes back within 24 hours.
