Expert Tax Credit Advisory Services
Specialized Tax Credit Advice
At Cooper Square Advisors, our deep expertise in tax credits enables us to identify opportunities others overlook, especially in areas where IRS guidance is highly technical and often misunderstood.
Seamless Execution
Our approach is grounded in disciplined execution, with end-to-end management of technical analysis, documentation, certifications, calculations, and substantiation, while ensuring regulatory compliance and minimizing risk.
Expert Tax Credit Consultants
Our team of expert tax credit consultants serves clients across industries delivering technically rigorous, defensible, and well-documented tax credit solutions.
Market Leading
Tax Credit Advisor
Empowering Tax Credit Success
At Cooper Square Advisors, our reputation is built on a deep history and unparalleled expertise in tax credits and incentives. We are often first to bring newly approved tax credits to market, creating substantial savings and liquidity for clients. Our experts work closely with clients' financial staff to navigate complex and changing regulations to qualify for substantial tax credit benefits.
Industries
Mining
Renewable Energy
Critical Minerals & REEs
High Tech Manufacturing
Hospitality & Restaurants
Research & Development
Transportation
Carbon Capture
Specialized Tax Credit Services
We specialize exclusively in identifying, securing, and optimizing tax credits for businesses across industries, helping improve cash flow and reduce tax liabilities.
We serve a broad spectrum of clients, ranging from emerging enterprises to multinational corporations, including sectors such as mining, renewable energy, critical minerals, rare earth elements, high tech manufacturing, hospitality & restaurants, research & development, transportation, and carbon capture.
Our advisory role leverages existing financial and accounting teams to maximize credit eligibility and financial benefits.
Stay Ahead With Expert Knowledge
Proven success in obtaining millions in tax credits
Transparent fee structure with no hidden costs
Strategy tailored to each business's facts and circumstance
Dedicated staff who maintain a deep and current understanding of tax law developments affecting credit and refund opportunities
Tax Credit & Incentives
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In July 2025, the U.S. government enacted and revised a range of tax credit programs with significant implications across multiple industries. Cooper Square Advisors’ advisory team supports clients in identifying and qualifying for complex and emerging tax credit opportunities.
Connect with our advisory team to discuss your organization’s tax profile and assess potential tax benefit opportunities.