Tax Credit Advisory Services for US Businesses
Tax Credit Advisory Services
US businesses leave billions of dollars of tax credits on the table each year. Financely makes sure you are not one of them. Whether it is federal R&D credits, renewable energy incentives, or state-level programs, we help companies identify, structure, and monetize credits into real cash flow. Our advisory team works with finance and tax officers to turn credits from paperwork into balance sheet impact.
Who We Serve
- Corporates across sectors seeking to recover eligible costs and improve after-tax returns.
- Developers in renewable energy, manufacturing, and infrastructure requiring ITC/PTC monetization.
- Private equity sponsors aiming to structure tax-efficient outcomes across portfolio companies.
What We Deliver
Tax Credits In Scope
- Federal R&D tax credit
- Investment Tax Credit (ITC) and Production Tax Credit (PTC) for clean energy
- Low-Income Housing Tax Credit (LIHTC)
- State-specific credits and incentives (manufacturing, job creation, clean tech)
- Carbon capture and clean fuel credits under the Inflation Reduction Act
Our Screen: What We Decline
- Unverifiable claims with no eligible cost base
- Credits tied to abandoned or non-compliant projects
- Structures flagged by IRS as abusive shelters
- Counterparties unwilling to provide substantiation
Core Criteria
How We Work With You
- Assess. We review your activities, spend, and sector eligibility.
- Calculate. Credits quantified with clear documentation trails.
- Prepare. Compliance-ready files that withstand scrutiny.
- Monetize. Transfer, apply, or sell credits with vetted counterparties.
- Report. Deliver schedules for IRS filings, audits, and board packs.
Why Clients Engage
- Liquidity impact. Credits converted into near-term cash, not deferred offsets.
- Audit protection. Files built to withstand IRS/state examination.
- Regulatory clarity. Structures aligned with the Inflation Reduction Act and state rules.
- Execution. We connect you to credible buyers and investors in the credit market.
FAQ
Do you only serve large corporations?
No. We work with growth-stage and mid-market US companies as well as large enterprises. Eligibility depends on spend and activity, not just size.
Can credits be transferred or sold?
Yes. Many credits under the Inflation Reduction Act are transferable. We structure compliant transfers or match you with buyers.
Do you prepare filings or just advise?
We provide advisory, compliance packs, and coordinate with your tax team or external CPA for final filings. We do not replace your tax preparer but enhance the process with structure and market access.
Financely provides advisory and structuring services. We are not a CPA firm and do not provide tax return preparation. All credits remain subject to IRS and state review. Outcomes depend on eligibility, substantiation, and market demand for credits.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestProject Finance
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestAcquisitions
Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFor Banks
Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
