Construction Success Story

Tax Point Advisors Builds Impressive Results for Mechanical Construction Firm 

Company Description:

The company is a world-class mechanical construction firm specializing in plumbing, HVAC and fire protection. With over 300 employees and over 50 years of experience, building owners and construction managers turn to this company for innovative building strategies and a tradition for strong family values.

Specific Qualifying Activity:

In designing and engineering mechanical systems, this company develops custom solutions for its clients. It continuously seeks innovative ideas utilizing new technologies in the electrical field. Specific qualifying activities include:

  • Means, methods and construction techniques and process development
  • Mechanical system design and testing
  • BIM modeling
  • HVAC concept and design
  • Mechanical fittings and routing
  • Mechanical equipment sizing
  • Pipe material selection and approvals process
  • Installation means and methods
  • Pipe design and testing
  • Design for LEED/Green initiatives
  • System detailing and structure design for constructability

Other Company Specific Factors:

Normally an R&D tax credit study can only include open tax years (typically the current year and the three years prior).

However, in this particular circumstance, Tax Point Advisors determined that this company could go back to several closed years and carry forward credits from those years to the first open tax year, without having to amend any of the closed year returns. This resulted in a significantly larger credit yield for the client.

Ultimate Benefit to Company:

Tax Point estimated a mid-six figure credit range for the company during the assessment phase, but was able to identify credits in excess of $1,000,000 during the study.


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