Modern sunlit commercial property with bright greenery

Specialized tax strategy since 2010

Keep more of what your buildings earn.

We help commercial real estate owners drive profitability through strategic depreciation planning, energy services, and long-term tax and wealth strategies.

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$100M+

Tax savings delivered

States served

Tax strategies built for real estate and business owners.

Designed to minimize tax liability and maximize long-term wealth.

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Depreciation

Tangible Property Regulations (TPRs)

Optimize your tax position by uncovering missed deductions in previously filed tax returns and ensuring depreciation schedules work for you under the IRS Tangible Property Regulations.

Depreciation

263A UNICAP Exemption

Uncover additional deductions prior to cost segregation by identifying soft costs for significant tax savings through the 263A UNICAP Exemption.

Depreciation

Cost Segregation

Unlock significant tax savings by identifying and reclassifying assets to capture the full allowable deductions under IRS rules.

Energy

HVAC, LED lighting, roofing, and window components can be strategically evaluated and allocated toward energy-efficient tax deductions, helping maximize savings through improved asset classification and energy optimization strategies.

Depreciation

Green Zip Tape™

Sustainable drywall solutions designed to increase deductions by 5 to 10% of construction costs on both new construction and adaptive reuse projects. This approach reclassifies wall components from a 27.5 or 39 year recovery period to a 5 year asset class, accelerating depreciation and enhancing near-term tax savings.

Strategy

Method Change

Enable companies to manage tax liabilities through strategic income deferral and expense timing under IRS accounting method changes.

Credits

R&D Tax Credits

Capture powerful tax credits for innovation, process improvement, and technical development within your operations.

Energy

Energy Optimization

Reduce energy and water costs, and turn sustainable practices into measurable financial results.

Energy

Waste Optimization

Audit waste streams across portfolios to cut spend and unlock sustainability reporting wins.

Strategy

Wealth Strategies

Integrate tax planning with long-term objectives, drawing on an array of financial strategies to build lasting legacy wealth for you and your family.

Strategy

Make It Deductible™

Document the 100 hours of material participation needed for real estate professional status with our partner software, then pair with cost segregation for maximum impact.

Client success stories, real results, real savings.

The Innovate team uncovered savings on my surgical center that my CPA had missed for years. The process felt warm, organized and genuinely human.

Dr. Kyle Shaddix

Shaddix Plastic Surgery

We finally have a tax strategy that fits the way we actually run the business. The cost segregation study paid for itself many times over.

Toby Williams

PELC Tires

Clear communication, real engineers, real results. Rob and the team treated our portfolio like it was their own.

Robert Preston

Unhitched RV

Cost segregation, explained in 90 seconds.

Watch how an engineering-based study reclassifies building components, accelerates depreciation, and puts real cash back in your pocket this year.

Learn about Cost Segregation

Built by operators who’ve done it themselves.

Co founded by Rob Schell and Lauren Burgess. Led day to day by COO Emily Everts. We’ve been on the owner’s side of every conversation we have with clients.

Meet the team