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Credits and incentives services

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Maximize your funding opportunities with credits and incentives
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  • Business tax
  • Credits & incentives
  • Federal tax

Maximize your funding opportunities with credits and incentives

Is your business expanding, investing in innovation or hiring new talent? Many companies leave valuable credits and incentives unclaimed—funds that can directly support growth and reduce your effective tax rate.

Growth initiatives often come with complexity: overlapping federal, state and local programs, shifting regulations, and tight application windows. Missing one opportunity can mean leaving significant dollars behind.

RSM’s credits and incentives specialists work alongside chief financial officers, tax directors and business leaders to uncover, quantify and secure the incentives that strengthen cash flow and fuel strategic growth. With proactive planning, you can turn regulatory complexity into a meaningful financial advantage.

Why RSM

Middle market businesses operate in a maze of incentive programs that differ by jurisdiction and industry. Without professional guidance, it’s easy to overlook credits or misalign them with your broader strategy.

Our team combines deep technical knowledge with negotiation experience and an understanding of your business priorities—helping you capture every available benefit while maintaining compliance and transparency. The result: a reduced tax burden, improved cash flow and a clearer return on your capital investments.

credits

Turn complex incentive programs into measurable savings

Multiple state credits

When operations span multiple states, each jurisdiction’s incentive rules and deadlines create complexity that can erode potential savings. Our specialists clarify requirements, coordinate filings and negotiate directly with state agencies so your multistate expansion delivers measurable value—not administrative headaches.

Learn more

Capital investment planning
Cities and counties compete to attract your business. Major investments and relocations can attract lucrative incentives—but only if they’re identified and negotiated early. We evaluate competing state and local offers, model financial outcomes, and help structure agreements that align with your long-term growth and capital strategy.
Workforce credits
Hiring and training new employees are among your largest costs—and some of the most incentivized. We help you uncover and claim federal, state and local workforce credits that offset labor expenses, making it easier to invest in your people and scale responsibly.
Foreign inbound credits
Expanding into the U.S. market brings opportunity and regulatory complexity. We guide foreign inbound companies through the federal and state incentives environment—identifying relevant programs, documenting eligibility and helping you launch on solid financial ground.
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