California Incentives Group

FinancialVerified

About

As a SALT-focused advisory firm in Carlsbad's Aviara district, California Incentives Group secures state tax credits, grants, and sales-and-use-tax exemptions for businesses operating across California. The team's former Big Four CPAs and attorneys navigate incentive programs administered by agencies including CAEATFA and the California Competes Tax Credit office, complementing the compliance work handled by area CPA practices such as Rockwater Associates. Engagements cover income-tax credits, sales-tax exclusions on manufacturing equipment, below-market-rate loan access, and tax-exempt bond financing for startups through Fortune 1000 enterprises across nearly every industry vertical. Implementation support extends beyond securing the incentive itself into operational integration, a post-award phase that often involves coordination with entity-structuring counsel at Bagla Law Firm. The team has negotiated more than $100 million in aggregate California tax incentives over a two-year period, including CAEATFA sales-tax exclusions on capital equipment and California Competes income-tax credits for expansion projects requiring eight-figure capital deployment.