Foss & Company is a national institutional investment management firm founded in 1983. Since our inception, we have focused our efforts on providing our clients with the highest level of service, the broadest array of tax credit programs, and the most efficient implementation available in the tax credit marketplace. We draw from the traditional affordable housing credit to more narrowly focused credit programs such as historic, brownfields, and renewable energy offered under the Internal Revenue Code to deliver custom tax credit investment portfolios to both public and private companies.

We have raised over $5 Billion in cash equity from national insurance companies and corporations through investment in tax credit products. Our primary focus remains on federal tax credits granted through Internal Revenue Code Section 29 Synthetic Fuels Credits, Section 42 Affordable Housing Tax Credits, Section 45 Renewable Energy Tax Credits, Section 45D New Market Tax Credits, and Section 47 Historical Rehabilitation Credits.

In the last fifteen plus years we have found and helped create a strong demand for various State tax credit products, including many state versions of the above programs. We operate proprietary Foss State Tax Credit Funds in Ohio, New York, North Carolina, South Carolina, Texas, Virginia, Louisiana, Indiana and Wisconsin.  We also actively broker credits directly in Alabama, Arkansas, Connecticut, Florida, Illinois, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, North Carolina, New Jersey, Rhode Island, Michigan, and Maryland.

Foss & Company’s associates are registered representatives of and securities through Financial West Group member FINRA/SIPC. Foss & Company is not affiliated with Financial West Group nor is it a broker dealer. Foss & Company/Financial West Group does not offer tax or legal advice.