September Recap: What Clean Tech, Real Estate, and AI Startups Have in Common This Tax Season

A Note from Ari

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Howdy,

We’ve been busy helping clients from clean energy and bioscience to real estate and robotics unlock millions in credits this past season. Some filed new claims, others amended past years. A few were first-timers. The common thread? Every one of them got real savings because they took action.

Even if your startup is just getting organized or scaling quickly, there’s a path forward. We’ve seen huge wins even for lean teams. If you're unsure what's still on the table, now’s the time to ask. We're ready to help you catch up, strategize, and win before the year wraps.

Keep going. We’re with you.
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What Did R&D Look Like This Tax Season?

It looked like clean energy breakthroughs, surgical robotics, housing tech, and even AI platforms for hospitals. If you’re building something new, odds are you're doing work that qualifies for R&D.

Here’s a quick snapshot of client wins:

If you missed filing this season, there’s still time to retroactively claim credits or plan for the next one. We’re here to help you figure it out.

📚 Popular Reads This Month

1. Filing for IP? You Might Qualify for R&D Credits
Designing a new product? Prototyping features? Filing a patent? These are all strong signals of R&D. This blog breaks down why IP activity often overlaps with IRS-qualified research.
👉 Read the full breakdown

2. The Tax Credits Most Startups Overlook—and How to Claim Them
Did you know you might qualify for energy efficiency credits or even elective pay under the Inflation Reduction Act? Startups often miss out on these. This post covers where to look and what to ask.
👉 Learn what you’re missing

3. The Best Tax Incentive Providers for 2025
Need help navigating incentive programs but not sure who to trust? This article outlines what to look for in a provider and highlights firms with strong track records across multiple industries.
👉 Compare providers

Partner Spotlight: Berkeley Law & Technology Group

We’re excited to spotlight Berkeley Law & Technology Group (BLTG), an IP-focused law firm helping founders and Fortune 500s turn innovation into patented assets.

Led by Managing Partner Ted Karr, BLTG brings more than 25 years of experience in strategic patent filings, IP protection, and advising some of the most innovative companies in the U.S.

Interested in joining our partner ecosystem?
Let’s collaborate →

Client Win: Indiana Auto Dealership Uses 179D to Cut Costs

One of our latest wins comes from a multi-location auto dealership in Indiana. By bundling upgrades into a larger renovation and new construction project, they unlocked a significant deduction under Section 179D—a move that directly improved cash flow while making their facilities more efficient.

Even non-traditional commercial properties can qualify. If you’re planning new construction or retrofits, we can help you stack the right incentives.
👉 See how they did it

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Want to stay ahead of tax planning trends, energy incentives, and real client wins?
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Let’s Talk!

There’s still time to make smart moves before the end of the year. Whether you're exploring R&D credits, planning a project, or looking for a second opinion on past filings, we're happy to help.

Book a time with our team →