Construction & General Contractors

Turn Your Pre-Construction and Design Activities Into Tax Credits

Many construction firms do not realize that their design, estimating, and preconstruction planning activities can generate significant federal and state R&D tax credits. Even work performed under contract with clients can qualify in many cases.

How It Works

For every dollar spent on Qualified Research Expenses (QREs), you can earn up to 8% in federal tax credits - and potentially double that when state incentives are included.

We work seamlessly with industry-standard tracking and job costing software (such as Procore, Sage, and Foundation) to efficiently analyze your costs and build strong substantiation for credit claims.

CASE STUDY: Mechanical Contractor

Challenge: A large mechanical contractor with $50M+ in annual revenue had never claimed R&D credits despite significant design and engineering work performed on complex HVAC and plumbing systems.

Solution: Legacy Group Consulting analyzed three years of project data, identifying qualifying activities including value engineering, system coordination, and BIM-based clash detection.

Result: $620,000 in federal R&D credits over three years, with ongoing annual credits projected at $200,000+.

Qualifying R&D Activities for Builders

Activities That May Qualify for R&D Tax Credits

  • Engineering of building mechanical, electrical, and structural sub-systems.

  • Development of innovative construction techniques for improved efficiency.

  • Value engineering to reduce costs while achieving constructible designs.

  • Constructability reviews of architect and engineer design work.

  • BIM/CAD modeling for sub-system coordination and clash detection.

  • Problem-solving for site-specific challenges and design constraints.

Legacy Group Consulting

Strategic tax incentive consulting for businesses that build, develop, and invest. We specialize in identifying federal and state tax credits that strengthen your financial position - partnering with your CPA to deliver results you can trust.

Core Focus Areas: 
45L Energy Efficient Home Credit

179D Commercial Building Deduction

Cost Segregation

R&D Tax Credits

ERTC

Ready to explore your tax incentive opportunities?

There are significant savings available - many of which go unclaimed each year. Reach out today for a complimentary assessment and discover what you qualify for.

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