Strategic Tax and Incentives Services

DMA specializes in providing tax advisory, audit and recovery, and compliance services that extend beyond isolated solutions. We offer a holistic approach, with specialized teams across tax types collaborating to provide clients in the renewable energy sector with comprehensive strategies for minimization and compliance.

WHO WE SERVE

  • Solar
  • Wind
  • Hydro
  • Geothermal
  • Bioenergy

State & Local Tax Expertise

  • Strategic tax planning lays the foundation for future tax savings. Engaging DMA’s tax advisory and planning experts in the pre-construction stages of capital investment projects ensures maximum opportunities to optimize tax throughout the project lifecycle.

    Tax Liability Forecasting

    Our experts in property tax, incentives, transaction tax, and state income and franchise tax collaborate to create interactive models that enable accurate expense simulations for potential tax liability and legislative scenarios. By leveraging these data-driven models and our accompanying narrative analysis, renewable energy clients gain valuable insights for making informed financial decisions, whether planning future projects or budgeting for ongoing operations.

    Site Selection

    DMA’s site selection specialists partner with our state and local tax and legislation experts to assist renewable energy developers in laying the foundation for tax optimization. A strategic analysis of potential sites viewed through the lenses of tax landscape, community economic development initiatives, legislation trends, and availability of required resources helps clients discover the ideal location for unique renewable energy projects.

    Credits & Incentives Procurement

    DMA’s credits and incentives procurement experts help renewable energy developers maximize their investments through a strategic economic development approach to negotiate tax breaks, ease approval processes, and navigate community dynamics. We specialize in crafting a customized strategic roadmap for your project, diligently advocating on your behalf to optimize incentives while minimizing impact on routine operations.

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  • DMA’s audit and recovery experts perform thorough analyses of assessment values, purchases, construction costs, and more to uncover opportunities for tax minimization and recovery. We also conduct internal audits and support renewable energy clients through jurisdictional audits.

    Property Tax Management

    DMA’s property tax assessment review and appeal experts specialize in reviewing assessments and managing asset valuations for the most complex and challenging property types in the market. We perform reviews that require alternative approaches to value at the local and state-assessed levels or wherever various asset types are inherently intertwined. Our experts advocate on our clients’ behalf to establish equitable valuations and ensure assessments accurately reflect the current market value of each property.

    Analysis of Spend

    Equipped with jurisdiction-specific sales and use tax expertise, DMA’s transaction tax specialists scrutinize general expenditures, construction contracts, and the costs associated with developing and operating energy-producing assets. This analysis often uncovers opportunities for tax savings, overpayment recovery, and untapped industry-specific exemptions.

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  • Our in-house, US-based compliance center offers outsourced tax return preparation, assessment tracking, and reporting tailored to renewable energy business needs and supported by experienced tax professionals. Our scalable process evolves with your changing business while proactively addressing risks and preparing documentation to ensure successful audit outcomes.

    Property Tax Compliance

    We simplify property tax compliance for renewable energy entities by handling all filings, payments, and regulatory updates. Our tailored solutions ensure accuracy and reduce administrative burdens, allowing operators to focus on scaling operations.

    Sales & Use Tax Compliance

    Our sales and use tax compliance services offer a complete solution for preparing and filing monthly sales and use tax returns. With a US-based, centralized compliance center and a team of state-specific experts, we ensure accurate, timely filings while acting as a seamless extension of your tax department.

    State Income Tax Filings

    As an outsourced or co-sourced solution, our team prepares and files state returns, including RAR-based adjustments and amended filings.

    Business License Management

    Our team simplifies business license management, ensuring timely renewals and accurate regulatory reporting to prevent disruptions and maintain compliance.

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  • The right technology and processes can transform your tax function, ensuring accuracy, efficiency, and scalability. DMA’s tax technology experts provide end-to-end solutions, including:

    Tax System Optimization

    Our technology experts assess and enhance existing transaction tax systems to improve accuracy and streamline processes.

    Tax Technology Selection & Implementation

    DMA helps businesses identify the best-fit tax software solution and ensures seamless integration with existing systems. Our experienced team provides a comprehensive, unbiased evaluation, tailored implementation, and optimization to maximize the benefits of automation and align with your evolving business needs.

    Exemption Certificate Management

    Automate the management of certificates to reduce manual errors and ensure compliance.

    Custom Software Solutions

    Our experts can design and implement tailored solutions to meet your tax requirements, including tools for data analysis, reporting, and automation.

    Ongoing Maintenance and Enhancements

    Keep your tax technology systems optimized, scalable, and aligned with regulatory changes by utilizing DMA’s managed tax services.

    Simplify Unclaimed Property

    Streamline your unclaimed property compliance with our proprietary software, AUPTC. Automate workflows, meet deadlines, and reduce audit risks with ease.

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Tax Considerations for Renewable Energy Projects

Achieving the full profitability of renewable energy projects requires a strategic plan that aligns state and local taxes, incentives, and entitlements throughout a project’s lifecycle.

Download the Guide to Achieving Full Project Profitability.

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Services

Explore DMA’s state and local tax services tailored to renewable energy operations in the US and Canada.

Property Tax

Minimizing property tax while staying compliant across a portfolio of properties can be complex and resource-intensive. By leveraging DMA as your expert property tax partner, you can save time and money managing one of your largest operating expenses. Read more east

Transaction Tax

DMA’s transaction tax experts help clients manage the complexities of transaction taxes by comprehensively understanding jurisdiction-specific tax regulations, applying proactive compliance measures, and assisting in strategic tax planning. Read more east

State Income & Franchise Tax

Our US-based team of experienced, multi-state income tax professionals specializes in state income and franchise tax compliance, recovery, and consulting. Read more east

Credits & Incentives

Whether you are investing in an existing operation, leasing new space, or building a new facility, our credits and incentives team provides value throughout your capital planning, workforce, and real estate planning processes. Read more east

Unclaimed Property

Our unclaimed property services are tailored to meet your business needs. We offer a proactive approach to compliance, providing thorough risk assessments and comprehensive audit management to mitigate potential liabilities. Read more east

Tax Technology

DMA’s tax technology services and solutions deliver real-time data accuracy, enhance compliance, and optimize tax processes—allowing your team to reallocate resources to strategic initiatives and drive additional business growth. Read more east

Streamline Tax Strategies for Your Renewable Energy Projects

By partnering with our team of tax experts, renewable energy companies can navigate complex property valuations, jurisdictional rules, and tax incentives to maximize financial returns. Fill out the form to connect with our renewable energy tax experts. We’ll reach out to discuss your unique tax challenges and explore how DMA can help you achieve significant savings and efficiency.