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New Markets Tax Credit Services

Combining our innovative platform and in-depth knowledge to help you navigate this funding program.
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The New Markets Tax Credit (NMTC) Program plays a crucial role in funding local projects and organizations that help revitalize struggling local economies, foster job growth, and enhance community well-being. Our NMTC professionals can help organizations navigate the NMTC Program at each and every step of the process. Whether you’re a Community Development Entity (CDE), NMTC investor, or project seeking funding, we can tailor a service approach to your specific needs.

Look to our dedicated team when you need support in understanding the NMTC Program overall or seeking sourcing and closing funding.

Consulting

  • CDE Certification
  • CDE Allocation Application Assistance
  • Project Eligibility
  • Due Diligence Review
  • Seeking Allocation/NMTC Financing
  • Transaction Closing
  • Unwinds
  • Mergers & Acquisitions Review

Program Compliance

  • QALICB Reporting
  • 7-Year Compliance

Audit & Tax Support

  • Asset Management
    1. Project & Sponsor Audit support
    2. Tax Compliance assistance

Transaction Forecasting & Modeling Powered by TaxCred PRO® for New Markets Tax Credit

The NMTC Program requires a model documenting how the deal affects each participant. It’s an essential component to the closing process, but many don’t realize that using traditional, inefficient spreadsheets can add weeks to the process and, require manual entry that can create delays in funding. That’s why we created our modeling tool: TaxCred PRO® for New Markets Tax Credit. Our innovative platform can help you:


  • Improve speed

  • Increase accuracy

  • Drive additional value through the NMTC loan process

TaxCred PRO for New Markets Tax Credit generates the NMTC model more quickly than outdated methods. The traditional, Excel-based approach often takes weeks to obtain an initial draft and can lead to inefficient back and forth between stakeholders.

Our approach provides investors with an expedited first draft through a simplified information collection process. Watch the brief video to learn more about how we can help you streamline this crucial step.

See our innovative, cloud-based tool in action.

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