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© 2024-2026 Baker Tilly US, LLP / Baker Tilly Advisory Group, LP

Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International’s agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP, nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.

MaxCredits® Credits & Incentives Study

Services

Credits & Incentives

Tax

Leveraging available tax credits and negotiated incentives can have a huge impact on a business’s growth, innovation, and competitive advantage. Given the ever-changing tax landscape, identifying and securing applicable credits and incentives is a significant challenge that can result in missed opportunities for valuable funds and savings opportunities.

Eliminate the guesswork with our MaxCredits study. This comprehensive analysis reviews the tax credits you’re currently claiming, identifies federal and state tax savings opportunities, and prioritizes the most beneficial credits and incentives for your business. It also includes a high-level evaluation of your current business activities, growth, and future expansion or exit plans.

Bring past, present, and future projects — from physical expansion to automation to renewable energy to hiring — into a comprehensive approach that allows your business to capitalize on current, new, or additional value-add opportunities with our strategic and holistic model.

Support business health with a MaxCredits study

A MaxCredits study offers significant advantages that keep your business moving forward:

  • Identify current and emerging tax credit opportunities quickly and efficiently
  • Gain support to apply for and receive applicable credits
  • Maintain compliance and avoid costly penalties
  • Reduce federal and state tax liability
  • Plan strategically for future business growth or transitions
  • Boost cash flow and reinvest in your business

How the process works

Gain a holistic view of your company’s current and potential tax credit and incentive landscape by undergoing the comprehensive MaxCredits Study process.

  • Discovery and wcoping. Identify and review the current federal and state tax benefits being claimed by the business.
  • Understand and evaluate. Interview key stakeholders and obtain high-level information business activity information to evaluate areas of opportunity.
  • Document. Analyze the information collected and prepare a comprehensive management report summarizing findings.
  • Report findings. Deliver the report and guidance to key stakeholders, outlining the opportunities your business may be entitled to claim.
  • Plan and collaborate. Prioritize areas of opportunity, determine next action steps, and establish timelines for action.

Expansive tax credit and incentives experience

Deeply immersed in more than 30 industries, our professionals have significant experience guiding organizations to successfully claim tax credits and incentives. We provide solutions specific to the nuances, challenges, and operations of the sector in which you work — while customizing plans to meet your unique needs.

Our one-firm approach allows your organization to tap into the full resources of our firm, integrating guidance and solutions related to other integral support areas including finance, tax, and audit concerns, as well as transaction and technology services.

Primary contact

Star Fischer profile photo

Star Fischer

Principal

+1 (425) 303 3132

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