Five key tax strategies that can improve cash flow, free up capital, and fund future projects for real estate developers, builders and architecture and engineering firms.
Five key tax strategies that can improve cash flow, free up capital, and fund future projects for real estate developers, builders and architecture and engineering firms.
For CPA firms serving real estate developers, builders, investors, and design firms, specialized tax incentives offer a competitive edge. From accelerated depreciation to clean energy credits, these incentives can unlock significant tax savings and cash flow opportunities throughout the real estate lifecycle. Yet delivering these services requires technical expertise, deep regulatory knowledge, and bandwidth—resources many firms prefer to preserve for core client work. Working with a specialty tax partner allows you to expand your firm’s capabilities without increasing overhead. Whether white-labeled under your brand or co-branded for transparency, our solutions help you deliver measurable value while strengthening client relationships.
Strategic tax planning should be embedded at every stage—from development and acquisition through disposition. The following incentive areas can significantly improve outcomes for your real estate clients:
Stage
Applicable Strategies
Acquisition or
New Construction
Cost Segregation, 179D, 45L, Fixed Asset Review
Stabilization / Leasing
Ongoing Ownership
Renovations / Improvements
Sale or Disposition
Stage
Applicable Strategies
Acquisition or
New Construction
Cost Segregation, 179D, 45L, Fixed Asset Review
Stabilization / Leasing
45L, 179D, Property Tax Consulting
Ongoing Ownership
Property Tax Consulting, Fixed Asset Review, TPR
Renovations / Improvements
TPR, Cost Segregation, Fixed Asset Review
Sale or Disposition
Fixed Asset Cleanup, Cost Segregation Catch-up, Tax Planning for Gain​
Deliver high-value, niche services without building in-house teams. Our white-labeled or co-branded solutions seamlessly integrate with your firm’s existing offerings, helping you exceed client expectations and retain key relationships.
Our work is backed by thorough documentation and audit defensibility. With constantly evolving tax legislation, partnering with specialists ensures regulatory compliance and minimizes exposure to penalties.
Offering specialty tax credits opens doors to new engagements and expands your service portfolio. Our team serves as an extension of yours, equipping your firm to compete for larger, more complex client opportunities.
Outsourcing frees up your team to focus on strategic advisory and billable hours, not time-intensive credit calculations and documentation. We handle the heavy lifting—your firm reaps the rewards.
We take pride in making the process seamless from start to finish. Our team manages everything from technical analysis and data requests to filings and audit support. We align with your workflows, communicate proactively, and deliver on time—so your team feels supported, and your clients see the value. With our partnership, you can confidently offer complex services with minimal lift, while consistently exceeding expectations.
Deliver high-value, niche services without building in-house teams. Our white-labeled or co-branded solutions seamlessly integrate with your firm’s existing offerings, helping you exceed client expectations and retain key relationships.
Our work is backed by thorough documentation and audit defensibility. With constantly evolving tax legislation, partnering with specialists ensures regulatory compliance and minimizes exposure to penalties.
Offering specialty tax credits opens doors to new engagements and expands your service portfolio. Our team serves as an extension of yours, equipping your firm to compete for larger, more complex client opportunities.
Outsourcing frees up your team to focus on strategic advisory and billable hours, not time-intensive credit calculations and documentation. We handle the heavy lifting—your firm reaps the rewards.
Our work is backed by thorough documentation and audit defensibility. With constantly evolving tax legislation, partnering with specialists ensures regulatory compliance and minimizes exposure to penalties.
Offering specialty tax credits opens doors to new engagements and expands your service portfolio. Our team serves as an extension of yours, equipping your firm to compete for larger, more complex client opportunities.
Outsourcing frees up your team to focus on strategic advisory and billable hours, not time-intensive credit calculations and documentation. We handle the heavy lifting—your firm reaps the rewards.
We take pride in making the process seamless from start to finish. Our team manages everything from technical analysis and data requests to filings and audit support. We align with your workflows, communicate proactively, and deliver on time—so your team feels supported, and your clients see the value. With our partnership, you can confidently offer complex services with minimal lift, while consistently exceeding expectations.
Identifying Clients
Owners of commercial real estate properties who have recently acquired, built, or renovated their properties. Minimum criteria includes:
Examples of Properties That Benefit
Identifying clients for 45L
Minimum Qualifications
Identifying clients for 179D
Minimum Qualifications
Many companies unknowingly carry outdated, fully depreciated, or misclassified assets on their books
Identifying Clients
Any real estate owner or operator who’s acquired, renovated, or built multiple properties over time.
Minimum requirements
Identifying Clients
Owners of commercial real estate properties who have recently acquired or renovated their properties.
Minimum criteria includes:
Examples of Properties That Benefit
Consultants work to reduce your assessed value by challenging incorrect assumptions, outdated data, or changes in market conditions.
Identifying Clients
Minimum Requirements
Assessments should be reviewed every year, especially after new construction, renovations, or acquisitions.
The ITC allows property owners or developers to claim a percentage of the cost of eligible renewable energy installations like solar panels, battery storage, geothermal, and fuel cells as a federal tax credit. Incentives can cover up to 50%+ of system costs when combined with state and local programs, reducing payback periods and boosting long-term ROI.
Identifying Clients
Minimum eligibility
At the time the system is placed in service. Planning for the ITC should happen during design and procurement to ensure eligibility.
The PTC provides a per-kilowatt-hour credit for energy generated from qualifying renewable sources such as wind, solar, biomass, and hydropower. While typically used for utility-scale or energy-focused projects, some real estate developers invest in or co-develop such projects for long-term passive income or ESG alignment.
Identifying Clients
Real estate developers or investors involved in larger energy-producing projects or those partnering with renewable energy companies, such projects for long-term passive income or ESG alignment.
Minimum eligibility
After the facility begins producing electricity. Like the ITC, upfront planning is critical.
Scroll to see all tax strategies
Identifying Clients
Owners of commercial real estate properties who have recently acquired, built, or renovated their properties. Minimum criteria includes:
Examples of Properties That Benefit
Identifying clients for 179D
Many companies unknowingly carry outdated, fully depreciated, or misclassified assets on their books
Identifying Clients
Any real estate owner or operator who’s acquired, renovated, or built multiple properties over time.
Minimum requirements
Identifying Clients
Owners of commercial real estate properties who have recently acquired or renovated their properties.
Minimum criteria includes:
Examples of Properties That Benefit
Consultants work to reduce your assessed value by challenging incorrect assumptions, outdated data, or changes in market conditions.
Identifying Clients
Minimum Requirements
Assessments should be reviewed every year, especially after new construction, renovations, or acquisitions.
The ITC allows property owners or developers to claim a percentage of the cost of eligible renewable energy installations like solar panels, battery storage, geothermal, and fuel cells as a federal tax credit. Incentives can cover up to 50%+ of system costs when combined with state and local programs, reducing payback periods and boosting long-term ROI.
Identifying Clients
Minimum eligibility
At the time the system is placed in service. Planning for the ITC should happen during design and procurement to ensure eligibility.
The PTC provides a per-kilowatt-hour credit for energy generated from qualifying renewable sources such as wind, solar, biomass, and hydropower. While typically used for utility-scale or energy-focused projects, some real estate developers invest in or co-develop such projects for long-term passive income or ESG alignment.
Identifying Clients
Real estate developers or investors involved in larger energy-producing projects or those partnering with renewable energy companies, such projects for long-term passive income or ESG alignment.
Minimum eligibility
After the facility begins producing electricity. Like the ITC, upfront planning is critical.
Embrace the power of tax credit savings with Source Advisors and propel your business towards growth and success. Partner with us today to unlock your company’s full potential.
