Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

For companies that own commercial real estate, multifamily housing, or tenant improvements

Offset the costs associated with building energy efficient properties with these tax credits

Leverage your green building tax deductions

Generate cash by leveraging existing inventory for profit

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Ensure compliance and maximize profits while minimizing losses

Request an enhanced R&D tax credit study to offset amortized tax liability

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Automate your R&D tax credits with GOAT.tax

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174 Update – Notice 2024-12 & Rev Proc 2024-9

Brian Coddington January 5, 2024

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and

A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

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Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

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Marco Hermez

Director Business Development

Marco Hermez is a Director of Business Development in Dallas, TX. Marco brings a combined experience of 15 years in Finance, Real Estate and Technology. He received his Bachelor of Arts from the University of South Florida, Tampa and he is fluent in Spanish. His consultative and educational approach has helped deliver a personalized experience to his clients. Marco believes in building relationships and collaborates with CPA firms, business owners, developers, and investors to increase cash flow by capitalizing on incentive strategies such as, the research & development tax credit, cost segregation, and energy.

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