Tax Incentive Organizer
A great way to organize your tax incentive opportunities.
Client Company Name
Tax Year Ending
Client Company Industry
Client Address, City, State, Zip
Does client or its shareholders have any of these current or planned activities?
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.
Notes & Questions
Approximate Number of Employees
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