How we help you
Many organizations miss tax-saving opportunities because qualification rules are difficult to navigate. Contact Wipfli to gain clarity on credits, incentives and planning strategies that can deliver meaningful value.
Identify tax credits and incentives you qualify for.
Calculate your tax credit and apply for federal and state credits.
Gain tax advantages and improved cash flow.
Take realized capital gains and reinvest them.
Maximize your investment in people, processes and capital
Our tax advisors monitor changes in tax laws to stay up to date on eligibility requirements and emerging strategies and incentives that can help your business make smart financial and tax-planning decisions. With our extensive experience, we can help your business identify, leverage and maximize applicable credits and incentives.
Explore our tax credit and incentives services
Tax law is complex, and many activities that aren’t traditionally R&D oriented actually qualify for credits at the state and federal levels.
Wipfli’s research and development tax credit team knows where to look for activities that qualify and how to get it done with a minimally intrusive process — helping your business lower your tax liability and increase your cash flow. Let us help you determine which activities qualify, calculate your tax credit and apply for the federal credit and any applicable state credits.
Gain tax advantages and improved cash flow with a cost segregation study.
The Wipfli team has performed thousands of successful cost segregation studies on new construction and existing buildings throughout the U.S. We have the right combination of engineering skills, construction knowledge and income tax specialization to deliver an independent, third-party report that maximizes depreciation benefits and provides fully documented support in case of an IRS audit.
Businesses today are putting environmental concerns front and center in their financial decision-making. Wipfli can help you take advantage of tax credits, deductions and other incentives that help your business get the most from sustainability and clean energy initiatives. Energy tax credits we can assist you with include:
- Section 45L or Section 179D tax deduction for energy-efficient construction
- Electric vehicle tax credits
- Alternative fuel tax credits
- Renewable energy tax credits
- Clean hydrogen credits
Click here to learn more about energy incentives, including which ones you may qualify for, as well as which federal incentives are phasing out — and when — due to the One Big Beautiful Bill Act.
Energy incentives assistant for Procore
Procore users can find energy tax credits, rebates and deductions — without the extra hassle. Wipfli’s energy incentives assistant scans project data in Procore to find savings opportunities for you.
As an investor, you can take realized capital gains and reinvest them into qualified opportunity funds (QOFs) — gaining access to capital gain tax, tax deferral and step-up benefits.
Wipfli is here to help you confirm whether an investment is in an opportunity zone and qualifies as a QOF, set up and properly structure your own QOF, or work through the complexities of business and personal tax returns.
Businesses investing in people, processes and capital expenditures can qualify for a range of tax benefits. Let Wipfli help you identify events that trigger tax credits and incentives such as:
- Work Opportunity Tax Credit
- State and local tax incentive programs
- IC-DISC and foreign tax credits
- Section 1031 exchange
- Historic rehabilitation tax credit
- Low-income housing tax credits
- Site selection incentives
Insights and resources
EVENT | October 8, 2026
Nexus studies and voluntary disclosure agreements: How to manage multistate tax exposure
You could be exposed to state tax liabilities you don’t know about. State tax nexus can be triggered by a single remote employee, inventory stored in a third-party warehouse, or simply crossing an economic sales threshold. This webinar explores two of the most critical — and most frequently misunderstood — tools in multistate tax compliance: Nexus studies and voluntary disclosure agreements (VDAs).
EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond. Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
EVENT | December 10, 2026
Year-end tax planning: Strategies, market outlook and opportunities
Is your tax strategy ready for year-end? Join us on December 10 for a webinar on how to proactively manage your tax position/liability instead of reacting after the fact. In this session, we’ll cover: • Proactive tax-planning strategies: Learn practical steps to strengthen your tax position now, including entity structure reviews, deduction planning and timing considerations. • Market signals heading into 2027: Hear how the current economic landscape may shape future financial and tax decisions. • Tax-savings opportunities: Discover anticipated tax incentives, credits and planning strategies you can take advantage of in the new year. Whether you want to reduce your tax burden, plan for growth or simply stay ahead of changing regulations, this webinar will equip you with actionable insights to end the year strong.
Reach out to our team
Many organizations miss tax-saving opportunities because qualification rules are difficult to navigate. Contact Wipfli to gain clarity on credits, incentives and planning strategies that can deliver meaningful value.
LET'S CONNECT
With deep tax law knowledge and decades of hands-on experience, Wipfli’s tax team is ready to help you navigate the tax landscape confidently and achieve your goals.
