— Tax Services
Investment Tax Credit
Investment Tax Credit Services That Maximize Your Return
At Presti & Naegele, we help businesses unlock the full potential of the investment tax credit—a powerful federal tax incentive designed to fuel growth, reward innovation, and significantly reduce tax burdens. Whether you're expanding your facilities, purchasing new equipment, or investing in energy-efficient technology, our team ensures every qualifying investment works harder for your bottom line.
With over 40 years of tax and advisory experience, we provide precise, strategic guidance on how to claim, maximize, and stay compliant with the investment tax credit. Our deep industry knowledge and proactive approach turn complex tax rules into real financial advantages for your business.
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Investment Tax Credit
At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.
What Is the Investment Tax Credit?
The investment tax credit (ITC) is a federal tax incentive that allows businesses to reduce their tax liability by a percentage of the cost of qualifying investments. These credits are separate from—and in addition to—standard depreciation allowances, making them an especially attractive option for businesses investing in capital assets or energy-efficient improvements.
Depending on the nature of your investment, the ITC may apply to:
- Energy-efficient systems (solar, geothermal, wind, etc.)
- Commercial buildings and manufacturing equipment
- Research and development infrastructure
- Software, hardware, and technology upgrades
At Presti & Naegele, we assess your investment activity in detail to ensure that every eligible dollar is leveraged, and no opportunity is missed.
Strategic Support for Every Step of Your Investment Tax Credit Claim
Securing the investment tax credit isn’t just about filing the right form. It requires thoughtful planning, meticulous documentation, and expert interpretation of evolving tax laws. That’s where Presti & Naegele stands apart.
From initial consultation to credit calculation and IRS submission, our investment tax credit service includes:
- Detailed eligibility analysis for each qualifying asset
- Accurate credit calculation based on current federal and state laws
- Coordination with your accounting team to ensure seamless integration
- Comprehensive documentation and audit defense support
We act not only as tax professionals, but as strategic advisors—helping you align investment timing and structure with optimal tax impact.
Our proactive process ensures you're prepared before, during, and long after your filing.
Who Can Benefit Most From the Investment Tax Credit?
The investment tax credit is most valuable for businesses making substantial capital investments in equipment, property, or sustainability. Whether you're a construction firm expanding operations, a manufacturer upgrading machinery, or a tech company installing solar panels, the ITC can significantly reduce your tax bill while accelerating your growth.
Industries we commonly help claim the investment tax credit include:
- Architecture and Construction
- Manufacturing and Industrial Operations
- Healthcare and Dental Practices
- Hospitality and Real Estate
- Technology and Software Development
If you're planning a major investment—or have made one recently—now is the time to explore how the investment tax credit can work for you.
Long-Term Benefits Beyond the Tax Year
While the immediate appeal of the investment tax credit is tax reduction, the benefits go deeper. Our clients gain:
- Stronger cash flow by deferring or reducing tax liability
- Increased ROI on capital expenditures
- Improved planning with strategic timing of deductions
- Reduced audit risk through accurate, proactive compliance
Even after your credit is claimed, we stay engaged—monitoring changes in tax legislation, identifying future eligibility opportunities, and ensuring your investment decisions continue to drive long-term gains.
Why Choose Presti & Naegele for Your Investment Tax Credit Strategy?
Unlike generic tax preparers, Presti & Naegele provides boutique-level service backed by decades of experience and a proactive mindset. Here's why businesses across industries choose us:
- Tailored Expertise – We apply deep tax code knowledge to your specific investment strategy.
- Full-Service Support – From planning to documentation to audit readiness, we handle every step.
- Trusted Reputation – With 40+ years in practice, over 10,000 clients served, and a 100% satisfaction rate, our results speak for themselves.
- Industry Familiarity – We understand how different industries leverage the ITC and structure our approach accordingly.
When it comes to maximizing the investment tax credit, no firm is better equipped to guide you than Presti & Naegele.
Turn Capital Spending Into Strategic Tax Savings
When businesses invest in property, equipment, or infrastructure, they often focus solely on operational needs—expansion, efficiency, modernization. But those same investments can also serve as powerful tax-saving vehicles when leveraged correctly through the investment tax credit.
At Presti & Naegele, we reframe how you view capital expenditures. Instead of treating them as simple costs, we show you how to integrate tax strategy into every major purchase decision.
Whether you're planning to install solar panels on a commercial building, upgrade production equipment, or digitize operations with new tech, we help ensure those investments generate maximum financial return—now and in the years ahead.
By partnering with us early, clients gain far more than compliance. They gain foresight, confidence, and a custom-built roadmap for how to turn today’s investments into tomorrow’s competitive advantage.
Investment Tax Credit FAQs
1. How do I know if my business qualifies for the investment tax credit?
Eligibility for the investment tax credit depends on the type of investment made and current federal guidelines. Common qualifying investments include renewable energy installations, manufacturing equipment, and certain improvements to commercial property. Our team conducts a comprehensive review of your capital expenditures to determine credit eligibility and ensure all qualifications are met.
2. Can I still claim the investment tax credit if I lease equipment instead of buying it?
Yes, in some cases you may still be eligible to claim the investment tax credit even if the equipment is leased, depending on the lease structure and who retains ownership. Presti & Naegele can analyze your lease agreements to determine whether the credit applies and how to claim it accurately.
3. Is the investment tax credit available at the state level too?
While the investment tax credit is a federal program, some states offer their own versions or incentives that work in tandem with the federal ITC. We provide both federal and state-level tax planning to help you capture every available benefit.
4. What documentation do I need to claim the investment tax credit?
To claim the investment tax credit, you’ll need purchase receipts, installation records, proof of use, and potentially third-party certifications (such as for energy-efficient systems). We help you prepare all necessary documents and ensure your records are audit-ready.
5. When should I involve a tax advisor in planning for the ITC?
Ideally, you should consult a tax advisor before making an investment to ensure your plans align with ITC eligibility and maximize benefits. However, even post-purchase, our team can assess your past transactions for potential claims and develop a forward-looking tax strategy.
Ready to See How Much You Can Save?
Schedule a consultation today with Presti & Naegele and discover how our investment tax credit expertise can help you reduce your tax liability, boost ROI, and make smarter investment decisions. Let’s turn your capital investments into powerful tax advantages.
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