Tax Credit Consulting

We provide consulting services to help clients participate in New Markets Tax Credit (NMTC) programs designed to drive investment in underserved areas.

Project Finance

Working with community organizations and non-profits, we can help facilitate financing for projects through tax credit programs. Qualified organizations receive a subsidy of 15-20% of project costs in the form of subordinate, interest-only forgivable loans, typically at below-market rates.

Operating Businesses

Non-Profits

Education

Medical

Healthy Foods

Jonathan Goldstein

Managing Director

Pete Byford

Principal

Tax Credit Consulting

Debbie Singer

Debbie Singer

Senior Vice President

Tax Credit Consulting

Program Applications

We help other organizations participate in tax credit programs by navigating the complex application process. With more than 30 years of experience in the industry – and a documented track record of success – we can assist in obtaining and placing credits.

Application Consulting

Strategy & Sourcing Help

Data Collection

Regulatory Reporting

Jonathan Goldstein

Managing Director

Stephanie Hiatt

Stephanie Hiatt

Senior Vice President

Tax Credit Consulting

Lisa Gibson

Lisa Gibson

Vice President

Tax Credit Consulting

Maggie Brennan

Maggie Brennan

Vice President

Tax Credit Consulting

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