Advise · Funding & Incentives
Some of your cheapest growth capital may already be in your tax return.
Established companies routinely miss tax credits, accelerated deductions and state incentives tied to work they're already doing. We find what your business may qualify for and coordinate the credentialed specialists who secure it, so recovered dollars go back into growth, including your AI investments.
A no-cost review. Eligibility is confirmed by licensed professionals.
Most owners never hear about the programs built for them.
Incentive programs change often, fall between your accountant's job and your advisor's, and reward documentation most businesses never keep. So the money goes unclaimed.
What we look for
Research and development credits.
If you develop or improve products, processes, software or systems, including AI and automation projects, part of that spend may qualify for a federal research credit. Domestic research costs can also now be deducted in the year you incur them.
Accelerated depreciation.
If you own your building or have invested in improvements, an engineering-based cost segregation study can pull years of deductions into the first year.
State and local incentives.
Expanding, adding jobs or investing in equipment? Many states, including Nevada, offer tax abatements for qualifying projects.
Federal innovation funding.
Technology and research-driven companies may qualify for federal innovation programs that provide non-dilutive capital for research and commercialization.
Make your AI investment work harder
Build it once. Document it right from day one. When we build AI and software for you, we keep the records your tax professional needs to evaluate whether the work qualifies, instead of reconstructing them years later.
How it works with the rest of DigitalOS
Funding & Incentives is part of our Fractional CFO practice. Our advisors identify opportunities; licensed CPAs, tax attorneys and engineering firms prepare and sign every study and filing. Explore Fractional CFO →
Who it's for
- Companies building software, processes or AI systems
- Owners of commercial property, or businesses that recently renovated or built out
- Companies expanding, adding jobs or investing in equipment
- Technology companies with research and commercialization plans
Common questions
Is the funding check really no cost?
Yes. We review your situation, tell you what may apply, and recommend whether it's worth pursuing.
Who prepares the filings?
Licensed CPAs, enrolled agents, tax attorneys and engineering firms. DigitalOS does not prepare or sign tax returns.
Do you guarantee a result?
No. Eligibility depends on your facts and is confirmed by licensed professionals. Any estimate we share is a starting point, not a guarantee.
Do we need to change accountants?
No. We work alongside your current accountant.
Find out what your business may qualify for.
A quick, no-cost review of the programs that fit your business, and whether they're worth pursuing.
DigitalOS does not provide tax or legal advice. Eligibility and amounts depend on each business's facts and are determined by licensed tax professionals. Estimates are not guarantees.