THYOR

Tax Advisory

Tax Credits & Incentives Advisory

Evidence-led assessment of federal, state and local credits and incentives tied to investment, employment, research and location decisions.

When this helps

Recognisable situations.

  1. 01

    A business is investing in facilities or equipment

    Credits and negotiated incentives may change project economics.

  2. 02

    R&D activity is not documented consistently

    Technical and financial evidence must support the claimed position.

  3. 03

    A state or locality is competing for the project

    Incentives should be compared with operating and compliance trade-offs.

  4. 04

    Prior advisers claimed credits without an operating process

    The company needs sustainable documentation and ownership.

Scope

The service is configured to the facts and decision.

Opportunity assessment

  • Federal and state credit screen
  • Location and investment incentives
  • Employment and training programmes
  • R&D activity assessment

Study and support

  • Financial calculation
  • Project and technical evidence
  • Management interviews
  • Documentation file

Implementation

  • Filing coordination
  • Process and control design
  • Annual refresh
  • Incentive compliance calendar

Engagement path

Five stages, one accountable thread.

  1. 01

    Define the decision

    Clarify the decision, constraints, stakeholders and evidence required.

  2. 02

    Build the fact base

    Reconcile the financial, tax, operational and contractual information that drives the issue.

  3. 03

    Develop options

    Model viable paths, explicit trade-offs and downside cases.

  4. 04

    Execute the work

    Produce the agreed analysis, operating cadence and decision materials with senior ownership.

  5. 05

    Embed and hand over

    Document the method, train the responsible team and retain an escalation path where needed.

Typical deliverables

Defined before work begins.

  • Opportunity memorandum
  • Credit calculation
  • Supporting study file
  • Incentive comparison
  • Compliance calendar
  • Process guide

Questions

Common engagement questions.

Does Thyor charge a percentage of the credit?

No. Work is performed on a fixed-fee basis rather than contingent compensation.

Can a study be coordinated with our tax-return preparer?

Yes. The study can support the preparer and remain integrated with the filing process.

Next step

Discuss tax credits & incentives advisory.

Share the situation, timing and decision. A senior adviser will respond directly and confidentially.

Discuss a Situation