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Tax Incentive Organizer
A great way to organize your tax incentive opportunities.
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Email
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Your email
Client Company Name
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Your answer
Tax Year Ending
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MM
/
DD
/
YYYY
Client Company Industry
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Client Address, City, State, Zip
*
Your answer
Does client or its shareholders have any of these current or planned activities?
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Create new full-time jobs.
Hire individuals from certain target groups who have consistently faced significant barriers to employment (certain veterans, former welfare, disabled, ex-felons, etc.).
Develop new or improve existing products or processes.
Invest in new equipment, machinery, or property.
Install/upgrade new systems and technologies.
Invest $750,000+ in a building acquisition, renovation, or new construction in the past 10 years.
Install energy-saving or environmental equipment, utilities, or systems
Export goods and utilize port facilities.
Have any owners that could utilize a federal or state resellable tax incentive.
Have any owners that need to offset any remaining federal or state taxable income.
Other:
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Notes & Questions
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Approximate Number of Employees
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Send me a copy of my responses.
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