Many businesses qualify for tax credits and savings they never claim. We help business owners across Denton County and Dallas–Fort Worth find them through cost segregation studies, R&D tax credits and property tax reviews.
We can work alongside your CPA. We don’t prepare or file tax returns, but we’re happy to coordinate with your CPA to find what’s often overlooked.
Affiliated Advisors helps businesses across Denton County and Dallas–Fort Worth explore potential tax savings through specialist-led reviews and studies.
Each program is handled by specialists. We can share their findings with your CPA and coordinate with them, but we don't prepare or file tax returns.
When you buy, build or renovate commercial property, much of the cost is normally deducted slowly over 39 years. A cost segregation study is an engineering-based review that identifies parts of the property, such as certain fixtures, wiring and site improvements, that can be deducted much faster. That can lower your taxes and free up cash now.
Under the 2025 tax law, 100% bonus depreciation is permanent, which makes these studies more valuable for many recent purchases and renovations.
A good fit if you: own commercial property you bought, built or renovated, and you pay federal income tax.
The federal R&D tax credit (IRC Section 41) rewards U.S. businesses that develop or improve products, processes, software or methods. It isn’t just for labs. Manufacturers, contractors, engineering firms, software companies and many others qualify.
Our specialists, including IP attorneys with engineering backgrounds, document each project the way the IRS expects. You may be able to claim the credit for the current year and amend recent prior-year returns.
A good fit if you: are a U.S. business doing any of the above and pay federal income tax. Some newer small businesses can also use the credit against payroll taxes.
Make sure your assessment is right.
After income taxes, property taxes are often a business’s largest recurring tax bill, and assessments aren’t always right. Our property tax specialist reviews your real and business personal property assessments to look for savings. Savings found this year often carry into future years. Results vary by property.
We review both commercial and residential property.
A short conversation to see which programs may fit your business.
Our partners complete the engineering, R&D or property tax analysis and the documentation.
You receive the findings, and we can work directly with your CPA to claim the savings on your return.
See our expense reduction strategies for businesses.
Expense Reduction →Call or text 214-675-2424 for a free conversation. Serving Denton County and the Dallas–Fort Worth area.
We don’t prepare or file tax returns. Eligibility and savings vary. For educational purposes only; consult your tax professional.
