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Historic Tax Credits

How We Help You

Freed Maxick’s experienced team works through the deal from start to finish, providing innovative solutions to underlying tax, structuring, compliance and business issues encountered throughout the development and application process. Our services are based on our experience with business and transactional issues inherent in financing and developing historic tax credit projects.

Where We Help You

TRANSACTION, TAX & COMPLIANCE CONSULTING

  • Transaction and entity structuring
  • Financial projections and analysis
  • Identification and resolution of key tax and business issues
  • Debt and equity finance advisory
  • Evaluation of equity investment proposals
  • State historic tax credit subsidy analysis
  • State tax credit application assistance
  • Tax capital basis analysis

ACCOUNTING SERVICES

  • Cost certifications for qualified rehabilitation expenditures
  • Annual audits and financial statements
  • Annual tax compliance
  • Agreed upon procedure reports

INVESTOR SERVICES & CONSULTING

  • Evaluation of financial projections from the investor perspective
  • Financial feasibility analysis
  • Analysis of historic investments on book earnings
  • Analysis of internal rate of return (IRR) and return on investment (ROI) metrics
  • Capital adjustor calculation

Your Experts

Mark A. Stebbins, CPA

Director

Michelle A. Sullivan, CPA

Director

Barbara A. Danner, CPA

Director

Donnely L. Warrant, CPA

Director