Historic Tax Credit Consulting
Unlock Financial Incentives for Your Historic Property
Maximize your investment with our tax credit guidance
444 W. Third, recent recipient of state historic tax credits
Rehabilitating a historic property is a big undertaking—but you don’t have to do it alone. Our Historic Tax Credit Consulting service is designed to help homeowners, nonprofits, and developers access valuable state and federal tax incentives.
We assist with each step of the three-part application process required by the Kentucky Heritage Council and the National Park Service. Our team will:
Determine your property’s eligibility
Document your project before, during, and after work
Ensure your plan follows the Secretary of the Interior’s Standards
Timetable and Service Fees
Preferably contact us at least three months before project start date. Submission of Parts 1 and 2 should occur at least two months before construction begins.
$100/hour (payment due in two installments)
Check out our Historic Tax Credit Consulting Services brochure to learn more or visit the Kentucky Heritage Council website!
Owner and client Geneva Donaldson with Dr. Leonard
Past Project: Hope House
In 2026, we assisted the owners of Hope House (304 W. Third) with acquiring nearly $45,000 in state historic tax credits. Constructed as a side hall residence in the early 1840s, this building originally faced Gratz Park. Phoenix Hotel manager and onetime mayor John Hull Davidson then reoriented and expanded the house in the Queen Anne style in 1896. Tax credit-eligible work items included repairs to the front porch and its roof, numerous window restorations, replastering, and sealing the stone foundation to prevent water infiltration.
Past Project: Hopemont
In 2024, we received $72,706 in state historic tax credits following the rehabilitation and modernization of our 1814 Hopemont building, which included extensive electrical, HVAC, and plumbing upgrades, along with new finishes. We then syndicated (essentially, sold) these credits to a for-profit entity — Farmers National Bank and WealthSouth. Syndication is an option available to other nonprofits (including churches) that are undertaking tax credit-eligible projects but are themselves tax-exempt.
The photo carousel below shows the results of this successful renovation.
