NMTC Allocation Applications

tag helps organizations prepare NMTC applications, through a strategic review or a full turn-key project.

During the strategic review, we examine any prior NMTC Application filings, provide best-practice recommendations to incorporate into a current filing, including input on your business strategy, and provide question-by-question training on the current year NMTC Application. Throughout the process, we review Application answers as they are drafted.

For a full turn-key project, tag assists organizations that wish to become NMTC lenders by providing turn-key services to get them started, including CDE formation, building the NMTC Governing Board and Advisory Board, drafting the NMTC Allocation Application, securing Capital Commitments, and training.

To date, tag has authored applications resulting in $520 million of NMTC Allocation. Our services go far beyond preparing and drafting applications; we position our clients strategically to secure and manage their NMTC allocations.