Jacobs Newmark and FCA: A Smarter Partnership
Jacobs Newmark
Jacobs & Newmark is a full-service accounting firm based in the Chicago area, bringing together professionals who honed their expertise at some of the largest public accounting firms in the country. Their deep institutional experience, spanning financial operations, tax planning, and strategic advisory, forms the backbone of a firm designed to deliver tailored, high-impact service to growth-minded businesses.
Their model rejects the legacy “single partner” approach. Instead, the leadership team shares financial responsibility across engagements, giving clients multidimensional insight without the overhead of managing multiple firms. It’s quality and precision delivered through collaboration and experience.
What they offer
Jacobs & Newmark is built on a balance of specialized expertise and complementary overlap. Each founder is an expert in their field, from financial services, manufacturing, medical, and construction. The convergence of their backgrounds produces a unique advantage: depth without duplication. Clients benefit from strategic guidance that spans multiple perspectives while keeping communication streamlined and execution efficient.
Their high-touch approach includes: Market benchmarking of key cost drivers like insurance, salaries, vendor relationships, and overhead. Proactive identification of cost-sharing strategies. Ongoing evaluations designed to support smarter decision-making in real time.
The result is a service model that blends industry insight with consistent accountability. Ultimately delivering clarity, savings, and financial agility.
A Smarter Financial Partnership
FCA partners with Jacobs & Newmark to ensure their clients unlock the full value of federal tax credit programs including the R&D Tax Credit and Work Opportunity Tax Credit. We forecast eligibility, map credits to operational activity, and guide clients in aligning incentive strategies with long-term planning. Together, we help clients structure costs to maximize after-tax returns, reduce financial friction, and accelerate sustainable growth.
Jacobs & Newmark’s collaborative structure offers deep institutional knowledge without the inefficiencies of siloed service. Their shared accountability and multidimensional evaluation style make them a natural fit for businesses seeking a strategic financial ally. With FCA in the mix, clients gain powerful visibility into federal tax opportunities, integrated directly into broader cost strategies that protect profit and fuel expansion!
Case Study
Matrix Basements Unlocks Over $300K in R&D Credits
Industry: Custom Basement Design & Manufacturing
Location: Midwest, USA
Credit Outcome: Over $300,000 - Federal and State
Challenge:
Matrix Basements, a leading Midwest-based contractor of high-end custom basement systems, had previously explored R&D tax credits through another firm. The conclusion? “It might not be worth the time.”
Our Approach:
We took a deeper look—and uncovered a different story. Matrix’s process involves extensive technical design, proposal development, and collaboration between specialized sales engineers and design teams. These activities, often overlooked, qualified as substantial R&D under federal and state guidelines.
Results:
Our comprehensive study identified and substantiated over $300,000 in eligible credits. By recognizing the innovation embedded in their day-to-day operations, Matrix Basements turned a missed opportunity into a major financial win.
Takeaway:
Even if you've been told “it’s not worth it,” a second look with the right lens can reveal significant value—especially for companies blending design, engineering, and customization.
Contact Us
Contact Mitch
Mitch Feldman is a co-founder of FCA. He leads our R&D tax credit practice with deep legal expertise, ensuring compliance and maximized claims.
Houston, Texas, USA
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