The Importance of Specialty Tax in CPA Client Planning

For most CPAs, tax season is a sprint—one that rarely leaves room to explore opportunities beyond core compliance. While specialty tax strategies such as cost segregation, R&D credits, and utility sales tax exemptions can create substantial savings, they’re often underutilized.
What to Look For When Assessing a Client’s Utility Sales Tax Savings Potential

In manufacturing, fabrication, food production, recycling, and other energy-intensive industries, utility exemptions can create immediate cash savings and ongoing monthly reductions that directly impact profitability.