Your Growth is our Business​

Methodology

Halcyon Financial Services is recognized for its superior level of service in the industry as we provide a single solution to capture the largest range of federal, state, and local tax credits and incentives. Using our Discovery Call Process, we can learn within 15 minutes what your company may be eligible to save.


We recognize the common challenges companies experience and Halcyon Financial Services has structured our organization to meet all of those challenges in our efforts to realize financial savings. With our industry-specific services, taking into account the business’ circumstances and goals allow you to reinvest in your business. Through our partnership with our clients, CPAs, and accounting staff our team ensures a seamless integration of lucrative tax credits and expense savings.

OUR APPROACH

What We Do

Halcyon Financial Services Tax incentives

Why Choose Halcyon Financial Services?

  • Over $300M in Client Savings
  • Industry Specific Experts
  • National Strategic Partnerships
  • Collaboration with your CPA Firm
  • Proven Track Record
  • Free Consultation / Estimate
  • Dedicated Client Commitment

Our Four Keystones Services

We specialize in business optimization!


We help business build their bottom line by reducing business expenses and tax credits that improve your profitability.

RISK
MANAGEMENT

Minimizing your risks along the way

EXPERT
ANALYSIS

Identifying your path to growth

Your company is unique. One-size-fits-all approaches will never help your business reach its full potential. We deliver custom solutions, tailored to you – your industry, your culture, your one-of-a-kind challenges.

STRATEGIC
PLANNING

​Crafting a plan to take you there