- Resources
Case Studies
Real results from recent engagements, organized by service.
- Cost Segregation — Recent Results
Retail building
Ambridge, PA
Purchase Price
$2,838,250
Reclassified
25%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$244,366
in first-year tax savings
Multifamily property (syndication)
Greenwood, IN
Purchase Price
$66,000,000
Reclassified
21%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$4,669,075
in first-year tax savings
Three mobile home parks (syndication)
Ambridge, PA
Purchase Price
$18,100,000
Reclassified
68%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$3,955,446
in first-year tax savings
Multifamily & mixed-use development, 2 phases
Construction Cost
$40,045,142
Reclassified
29%
This project was under construction while new bonus depreciation legislation was rolling out. Without a proper study, the client would have been stuck at 40% bonus depreciation. Our team identified assets eligible for 100% bonus depreciation, increasing the benefit, and walked the client through the correct election and supporting statements for the return.
$2,848,397
in first-year tax savings
Plastics manufacturing plant, new construction
Construction Cost
$13,200,000
Reclassified
25%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$1,086,546
in first-year tax savings
Self-storage facility, new construction
Construction Cost
$10,587,950
Reclassified
24%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$674,916
in first-year tax savings
Assisted living & independent living addition
Construction Cost
$12,683,902
Reclassified
34%
$709,897
in first-year tax savings
- R&D Tax Credit — Recent Results
- 2025 Tax Year
- Federal + Indiana State
Agricultural research & genetics licensing
$289,837
in R&D tax credits claimed
- 2025 Tax Year
- Federal
Hormonal testing products & diagnostic procedures
$155,924
in R&D tax credits claimed
- 2024 Tax Year
- Federal + Indiana State
Trailer manufacturing — equipment haulers, flatbeds, tilt, pipe & utility trailers
$66,000
in R&D tax credits claimed
- Utility Sales Tax — Recent Results
- Northwest Indiana
- 30 electric, gas & water meters
Dairy farm, 50,000+ head of cattle
$750,000
refund on prior taxes
$250,000
ongoing annual savings
- Northwest Indiana
- 2 electric, 2 gas meters
Global auto parts manufacturer, structural & suspension components
$135,000
refund on prior taxes
$55,000
ongoing annual savings
- 2 electric meters
Auto parts manufacturer, seats for Subaru vehicles
$220,000
refund on prior taxes
$75,000
ongoing annual savings
National restaurant group, hundreds of locations
$400,000
refund on prior taxes
$150,000
ongoing annual savings
- Port of Indiana
- 2 large electric meters
Bulk liquid & oil terminal, fertilizer & liquid commodity blending
$115,000
refund on prior taxes
$40,000
ongoing annual savings
- Large electric, gas & water meter
Global precision marine propeller manufacturer
$200,000
refund on prior taxes
$65,000
ongoing annual savings
- Sales and Use Tax — Recent Results
Aggregate & asphalt manufacturer
Indiana & Iowa
footprint
8 locations
recovery
$450,000
The recovery centered on equipment, safety equipment, tools, and repair parts tied to production across all eight locations, and established a stronger framework for managing tax-exempt purchases going forward.
$450,000
Grain drying & agricultural production
Indiana
footprint
Single location
recovery
$275,000
The recovery centered on production equipment, tools, and repair parts supporting the facility’s grain drying operations, and improved how the company treats production-related purchases going forward.
$275,000
- Cost Segregation — Recent Results
Retail building
Ambridge, PA
Purchase Price
$2,838,250
Reclassified
25%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$244,366
in first-year tax savings
Multifamily property (syndication)
Greenwood, IN
Purchase Price
$66,000,000
Reclassified
21%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$4,669,075
in first-year tax savings
Three mobile home parks (syndication)
Ambridge, PA
Purchase Price
$18,100,000
Reclassified
68%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$3,955,446
in first-year tax savings
Multifamily & mixed-use development, 2 phases
Construction Cost
$40,045,142
Reclassified
29%
This project was under construction while new bonus depreciation legislation was rolling out. Without a proper study, the client would have been stuck at 40% bonus depreciation. Our team identified assets eligible for 100% bonus depreciation, increasing the benefit, and walked the client through the correct election and supporting statements for the return.
$2,848,397
in first-year tax savings
Plastics manufacturing plant, new construction
Construction Cost
$13,200,000
Reclassified
25%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$1,086,546
in first-year tax savings
Self-storage facility, new construction
Construction Cost
$10,587,950
Reclassified
24%
We also found the client had installed a new TPO membrane roof on another property. Their CPA had planned to capitalize the $250K repair, but our review determined it was eligible to be expensed instead, adding another $92.5K in tax savings.
$674,916
in first-year tax savings
Assisted living & independent living addition
Construction Cost
$12,683,902
Reclassified
34%
$709,897
in first-year tax savings
- Utility Sales Tax — Recent Results
- Northwest Indiana
- 30 electric, gas & water meters
Dairy farm, 50,000+ head of cattle
$750,000
refund on prior taxes
$250,000
ongoing annual savings
- Northwest Indiana
- 2 electric, 2 gas meters
Global auto parts manufacturer, structural & suspension components
$135,000
refund on prior taxes
$55,000
ongoing annual savings
- 2 electric meters
Auto parts manufacturer, seats for Subaru vehicles
$220,000
refund on prior taxes
$75,000
ongoing annual savings
National restaurant group, hundreds of locations
$400,000
refund on prior taxes
$150,000
ongoing annual savings
- Port of Indiana
- 2 large electric meters
Bulk liquid & oil terminal, fertilizer & liquid commodity blending
$115,000
refund on prior taxes
$40,000
ongoing annual savings
- Large electric, gas & water meter
Global precision marine propeller manufacturer
$200,000
refund on prior taxes
$65,000
ongoing annual savings
- R&D Tax Credit — Recent Results
- 2025 Tax Year
- Federal + Indiana State
Agricultural research & genetics licensing
$289,837
in R&D tax credits claimed
- 2025 Tax Year
- Federal
Hormonal testing products & diagnostic procedures
$155,924
in R&D tax credits claimed
- 2024 Tax Year
- Federal + Indiana State
Trailer manufacturing — equipment haulers, flatbeds, tilt, pipe & utility trailers
$66,000
in R&D tax credits claimed
- Sales and Use Tax — Recent Results
Aggregate & asphalt manufacturer
Indiana & Iowa
footprint
8 locations
recovery
$450,000
The recovery centered on equipment, safety equipment, tools, and repair parts tied to production across all eight locations, and established a stronger framework for managing tax-exempt purchases going forward.
$450,000
Grain drying & agricultural production
Indiana
footprint
Single location
recovery
$275,000
The recovery centered on production equipment, tools, and repair parts supporting the facility’s grain drying operations, and improved how the company treats production-related purchases going forward.
$275,000
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If we’re currently working together, let’s talk about turning your
engagement into a case study.
If we’re currently working together, let’s talk about turning your engagement into a case study.