Services

Tax Formulations helps businesses & CPA firms qualify and quantify R&D activities and the costs associated with those activities assess R&D facts and issues, provide technical design and to implement tools to optimize the credit and provide appropriate client support. As well as, delivering a final product to minimize audit risk for the reporting of Federal and State R&D tax credits.
We are a team with deep understanding of the R&D Credit and how to assess the qualified research activities your business is conducting.​

We have many years of experience helping startups and Fortune 100/500 businesses identify, document, and substantiate qualifying R&D activities. Our team consists of industry experts with Big Four and top ten accounting firm experience. We have successfully performed studies that have returned over $150 million in Federal and state R&D credits to our clients.

We serve a variety of industries including software developers, biotech, manufacturing, engineering, consumer product development to name a few. Many companies don’t even realize that they are performing research and development. Our approach combines technical fluency with regulatory precision, ensuring every credit is maximized and fully defensible.

Additionally, many states including California, Texas, Illinois and more have state R&D credits for qualifying activities performed in their respective state. Those credits can help offset state income tax or state franchise tax. Each R&D study we perform will include the calculation of any applicable state R&D credit.

What sets us apart is our seamless integration with client teams, customized studies that withstand audit scrutiny, and our commitment to proactive planning and unwavering dedication to client service. We speak the language of innovation translating technical projects into tax savings.

Whether you're new to the R&D credit or seeking a better return on your innovation investments, we deliver results that help fund your current innovations or new ones.​
Our R&D tax consultants have seen the tax credit work successfully in the following industries:
Manufacturing and Distribution
Software/Technology​​
Architecture and Engineering​​
Agriculture​​
Financial Institutions​
Construction and Real Estate​
Food and Beverage​
Textile Industry​

The R&D Credit Can:

Minimize Your Tax Burden​

Boost Cash Flow

Recover Past R&D Investment

Reduce Payroll Taxes

Drive Value for Shareholders

Working businessman,investor,trader.Financial report,presenatation in tablet.Diagram,gantt chart, analytics,project profit evaluation.Business meeting,negotiations.CEO,general manager.Bank investment.

Cost Segregation

Tax Formulations also specializes in cost segregation studies that transform buildings into powerful tax-saving assets.

With a strategic blend of tax expertise, engineering knowledge, and deep understanding of IRS guidelines, we help property owners accelerate depreciation, boost cash flow, and unlock the hidden value within their real estate investments.

Every property is different and so is every study we perform. Our team works closely with clients to conduct detailed IRS-compliant analyses that identify and reclassify components of their property for shorter depreciation lives. Whether it’s a commercial office, retail space, industrial facility, or multifamily building, we maximize tax benefits while minimizing audit risk.

What sets us apart is our commitment to personalized client service with Big Four experience. Whether you’re big business or small, we have the expertise to communicate clearly every step of the way. From acquisition to renovation, we align your tax strategy with your investment goals.

For us, cost segregation isn’t just a service, it's a catalyst for smarter financial growth.

Let us help you put your property to work for your bottom line.

How Does Cost Segregation Work?

01.

Identify and Reclassify

We help real estate owners identify faster-depreciating assets and reclassify them into their IRS-approved categories. Example Standard depreciation on a real estate deal takes place over a period of 20-30 years.

Accelerated Depreciation allows you to take the majority of that depreciation in your first year of owning the property, allowing you to get up to 40% of your ENTIRE property value back as a tax refund!

02.

Minimize Taxes

Cost segregation reduces your taxable income. Since your depreciation expense is higher therefore lowering your gross income expense You pay less tax and hold on to your money for your next investment.

03.

Increase Profitability

Cost segregation can help you maximize the value of your real estate investments and increase profitability

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