investor Services

Foss & Company knows the importance of getting a return on investment.  In today's competitive environment that we live in today, Companies are having to get increasingly more creative and think outside the box.  Tax credit programs can be an easy solution to immediate savings and a significant internal rate of return. These programs also allow Companies to manage both their short and long term tax liabilities, enhance earnings, and reach community reinvestment targets.

our recent projects

Our access to a wide range of tax credits allows us to match our investment resources with our investors’ needs. Since 1983, we have placed more than five billion dollars of tax credit equity financing consists of all types of project ranging in size from $100,000 to one billion of tax credit projects.

We focus all our efforts in analyzing, structuring and marketing tax credit investments to our institutional clients. Since our creation in 1983, Foss & Company has been dedicated to providing our corporate clients with the highest level of service, education, investment implementation, and follow-up available in the tax credit marketplace. We have the ability to structure and implement the most efficient tax credit investment program to meet our corporate client tax, earnings and community reinvestment targets. 

Services Include:

Opportunity Sourcing, Origination and Transaction Structuring

Financial Projection Preparation and Analysis

Due Diligence and Underwriting

Asset Management and Reporting



If you are a CFO, Treasurer or a Tax Director of a midsize to a large Financial institution, widely held “C” Corporation, Insurance company, Utility company looking to reduce your company’s federal or state tax liabilities, the task can be a difficult one. Most of our investor clients look to Foss & Company to assist them in reducing both of their state and federal tax liabilities. From choosing and optimizing the Tax Credit Program that is right for your Company is an intricate and time-consuming process, perhaps due to the lack of resources, knowledge, experience, or staff support. Foss & Company can assist you and your team in navigating the world of tax credit investment.

Our expertise spans the vast tax credit marketplace, with specialized experience in working with project developers and investors:

Affordable Housing

Historic Rehabilitation

New Market Tax Credit

Renewable Energy

Refined Coal

Brownfield Remediation

Film Production

Copyright © Foss & Co 2017

1700 Montgomery, Ste 210
San Francisco, CA 94111

Phone: (415) 292-9800

Fax: (415) 292-2358 

Securities offered through FINANCIAL WEST GROUP,  Member FINRA/SIPC.  Foss and Company is not affiliated with Financial West Group nor is it a broker dealer.​