Tax Advisory and Incentive Review Services
Since 2004, Capital Review Group (CRG) has been applying our extensive knowledge of federal and state incentive tax law to help businesses and commercial building owners capture powerful tax savings opportunities and optimize their financial health. As a leading incentive/tax advisory firm, our team of experts stays current on the latest laws and IRS regulations affecting business taxpayers. Through our incentive review services, we also specialize in partnering with CPAs, CFOs, CFPs, attorneys, and other tax and financial professionals to help them develop customized tax strategies that harness drastic savings for their clients.
Over the years, the CRG team has cultivated wide-ranging expertise by maximizing tax savings for businesses in a variety of industries, including architecture, engineering, manufacturing, and hospitality, as well as commercial building owners. This experience has led us to accumulate vast knowledge of tax incentives, including those that are often underutilized—such as the §179D deduction, Cost Segregation, and the Research and Development (R&D) Tax Credit.
Our commitment to enhancing our clients’ bottom lines extends beyond capturing tax incentives. Through our tax diversification services, we help clients avoid the common pitfall of over-allocating to tax-deferred retirement plans, such as traditional IRAs and 401(k)s, and ensure that their retirement portfolios include tax-free assets, such as life insurance retirement plans. When combined with our tax advisory services, customized tax diversification strategies from CRG help to create long-lasting financial security for our clients.
Capital Review Group is based in Phoenix, Arizona and serves clients nationwide, with a focus on those located throughout the Western U.S. and Texas. Contact us today to learn more about what we offer or to schedule a pro bono analysis.