Case Studies 

Innovative Case Studies

Founded over 40 years ago, Walz Group is a well-established and highly reputable accounting and business consultancy firm. Our team of experienced professionals is recognized for providing practical business advice that aids our clients in solving problems and reaching their full potential. Above all, we offer our clients personal contact and close relationships and demonstrate our value by anticipating their needs. The following client case studies are just a sample of Walz Group’s results.

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Most Recent Case Studies

computer with the CAD design program on the screen

Design-Build Firm Discovers Valuable Tax Credit Hidden in Everyday Projects

Like many design-build firms, Company DB is involved long before construction begins. Many of the technical challenges design-build firms solve every day qualify for the R&D Tax Credit.

two people looking at a document with ear protection on

R&D Tax Credit Case Study: Machine Shop

The consulting team worked closely with Company MS to evaluate its activities using the IRS' Four-Part Test. In order to qualify for the Credit, a company’s activities must pass the test.

photo of front of retail office space with awnings

Retail Cost Segregation Case Study

Client SP acquired a $3.93M retail plaza and engaged our team immediately to pursue day-one tax savings. Through a Cost Segregation Study they generated $308,887 in first-year savings, see how.

Electric car plugged into a charging station in a parking lot.

R&D Tax Credit Case Study

By working with the team, Company EV was able to successfully claim the R&D Tax Credit, and the associated capital benefits.

Office Building rendition

Office Building Cost Segregation Case Study

Office buildings generally contain many assets that may be accelerated into shorter class lives, accelerating their depreciation and taking advantage of the time value of money.

A Company Built on a Strong Value System

Beistle has built success on a strong value system, and found a tax and accounting partner, with Walz Group, that is equally focused on building a team of knowledgeable, hard-working professionals.

Top interior view of Decades, a modern event venue.

From Childhood Friends to Entrepreneurs – Creating Unique, Joyful Experiences for the Community

From Childhood Friends to Entrepreneurs – Creating Unique, Joyful Experiences for the Community