# Heritage Consulting Group > Official Heritage Consulting Group business agent. Heritage Consulting Group is a national historic preservation consulting firm that secures historic tax… ## Ask it a question Heritage Consulting Group answers for itself at https://api.hailera.com/mcp/heritage-consulting. A client that speaks MCP can connect to that address; the tool is ask_heritage_consulting and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Heritage Consulting Group Heritage Consulting Group is a national historic preservation consulting firm that specializes in securing historic tax credit (HTC) approvals and other incentives for the rehabilitation of historic properties across the United States. - Founded in 1982. - More than 2,000 projects completed. - Projects completed in 44 states and in most major U.S. cities. Heritage routinely advises: - City leaders and redevelopment agencies - Housing authorities - Private owners and developers of historic buildings The firm has a broad understanding of government policies and application processes and has a long track record of successfully guiding projects through local, state and federal regulatory review. Experience and Focus Areas Heritage is often engaged to guide large, complex projects through the historic tax credit process. Representative examples mentioned on the website include major projects such as the IBM Building in Chicago, Jersey City Medical Center, Denver Union Station, and initiatives in downtown Detroit. Heritage has also developed a strong hospitality niche, securing historic tax credit approvals and design reviews for hotel conversions and other hospitality projects across the country. Strategic Growth - In 2024, Heritage acquired Rosin Preservation, a historic preservation consulting firm based in Kansas City, further strengthening its national practice. - Heritage has also announced the acquisition of Chattel, Inc., a historic preservation consulting firm based in Los Angeles, enhancing its presence and capabilities in the western United States. These acquisitions unite highly respected historic preservation consulting practices under the Heritage brand and expand the firm's ability to support clients nationwide. Giving Back Program Heritage established its Giving Back Program in 2012 in connection with the company's 30th anniversary. Through this program, Heritage provides pro bono historic preservation consulting services for properties that are important to America's cultural and architectural history. Example projects mentioned on the website include: - Joe Frazier Gym in Philadelphia - William Penn Memorial Museum in Harrisburg, Pennsylvania - Lawrence Halprin's Open Park Sequence in Portland, Oregon - Barack Obama Presidential Center in Chicago - Frank Lloyd Wright's Jorgine Boomer House and David and Gladys Wright House in Phoenix, Arizona The Giving Back program reflects Heritage's commitment to supporting historically and culturally significant places beyond its fee-based project work. Source: https://www.heritage-consulting.com ## What Heritage Consulting Group does Heritage Consulting Group's goal is to provide clients with high-quality representation from project inception through completion of their historic rehabilitation projects. The firm focuses on securing federal and state historic tax credits and related incentives, and on guiding projects through the full regulatory review and approval process. Core Services Federal Historic Tax Credits - Preparation and management of federal historic tax credit applications. - Guidance through the full certification process, including appeals when needed. - Strategic advice on aligning project design with federal standards to secure approvals. State Historic Tax Credits - Expertise in coupling state and federal historic tax credits. - Experience completing projects in most states that offer additional HTC incentives. - Coordination of federal and state review processes to maximize available equity. Historic Real Estate Due Diligence - Assessing properties under consideration for redevelopment to determine: - Potential eligibility for historic designation and HTCs. - Paths for listing in the National Register of Historic Places or local registers. - Potential HTC certification issues and redevelopment feasibility. Investor Representation Due Diligence - Representing investors and lenders in HTC transactions. - Independently assessing HTC applications and identifying potential areas of exposure. - Helping ensure timely issuance of Part 3 certifications. Window Services - Window surveys, documentation and drawings. - Advisory services on repair vs. replacement strategies. - Guidance on meeting historic standards while addressing performance needs. Historic Design Review - Representing clients in local, state and federal agency negotiations. - Helping navigate design review and regulatory compliance. - Supporting public outreach related to historic rehabilitation projects. Compliance - Preparing historic building documentation. - Section 106 compliance and related federal and state review requirements. - Preservation easement documentation and monitoring. Historic Designation - Completing nominations for the National Register of Historic Places. - Preparing local landmark designation applications where applicable. Across these services, Heritage works to identify opportunities for incentives, manage risk, and secure approvals that provide critical equity for the rehabilitation of historic properties. Source: https://www.heritage-consulting.com ## Where Heritage Consulting Group works Primary Contact Details For general inquiries or to discuss a potential historic tax credit or preservation project, use the following contact information: - Phone: 215-248-1260 - Email: info@heritage-consulting.com Office Locations Heritage Consulting Group has a national presence with offices in multiple U.S. regions. Locations listed on the website include: - Main Office – (location as listed on the firm's materials) - Central Plains: Kansas City, Missouri - Midwest: Milwaukee, Wisconsin - New England: West Newbury, Massachusetts - South: Austin, Texas - West: Los Angeles, California These offices support projects across the United States. How Heritage Works with Clients Heritage serves clients nationwide, including city leaders, redevelopment agencies, housing authorities, investors, lenders, nonprofit organizations and private developers. Prospective clients can contact the firm to: - Explore whether federal or state historic tax credits may apply to a property. - Discuss potential strategies for securing incentives and approvals. - Learn more about Heritage's experience with projects similar to their own. Lists Wright, Lawrence, Central, Kansas City, Philadelphia, Austin, Chicago, and Kankakee as a location. Names Arizona, California, Colorado, Delaware, Iowa, Illinois, Kansas, and Kentucky as a service area. Areas beyond these are not published. Source: https://www.heritage-consulting.com ## Historic Tax Credit Opportunities for Public Housing Heritage Consulting Group advises housing authorities and their partners on using historic tax credits (HTCs) to help finance the rehabilitation of historic public housing. Role of HTCs in Public Housing Rehabilitation - HTCs can provide equity for capital improvements in historic public housing under HUD's Rental Assistance Demonstration (RAD) and other programs. - Housing authorities typically partner with taxable investors who can utilize the credits, reducing the net cost of redevelopment. - The result can be preserved and modernized historic housing, with improved building systems and resident amenities. Types of Housing Authorities and Properties Heritage has experience working with housing authorities of many sizes and locations, from large urban agencies to smaller, rural authorities. Typical public housing property types that may benefit from HTCs include: - Urban towers - Garden apartments - Ranch-style housing - Senior towers and family housing Identifying HTC Opportunities in Public Housing Portfolios To use HTCs, public housing properties must generally be listed in the National Register of Historic Places (or meet applicable criteria for listing): - Many public housing developments built through the 1970s are strong candidates for National Register listing. - Public housing can tell an important story about the nation's commitment to quality affordable housing and is often historically and socially significant. - Heritage has listed numerous public housing properties in the National Register, enabling housing authorities to identify eligible properties within their portfolios. Once eligibility is established, Heritage helps housing authorities and their development partners: - Evaluate potential HTC equity. - Plan rehabilitation scopes that meet program standards. - Navigate federal and state review processes. Contact for Public Housing HTC Projects Housing authorities and their partners considering historic tax credits for public housing are invited to contact Heritage Consulting Group: - Phone: 215-248-1260 - Email: info@heritage-consulting.com Source: https://www.heritage-consulting.com ## Historic Tax Credits for Main Street Properties Heritage Consulting Group has more than 40 years of experience working on historic tax credit (HTC) projects of all sizes, including small-scale Main Street and downtown corridor rehabilitations. The firm understands the complexities of state and federal HTC programs and how to apply them effectively to smaller projects and main street properties. Small Projects and HTC Equity - Combined federal and state HTCs can often offset roughly 40% of a project's qualified rehabilitation expenditures (QREs), and in some states even more. - According to information cited from the National Park Service's Federal Tax Incentives for Rehabilitating Historic Buildings Annual Report for Fiscal Year 2025: - About 36% of completed federal HTC projects had less than $1 million in QREs. - About 10% had less than $250,000 in QREs. - Small projects can therefore still generate meaningful HTC equity when properly structured. Example Small-Scale Project One example highlighted on the website is Piggush Engineering's rehabilitation of the 1907 Kankakee Title Building in Kankakee, Illinois (a contributing building in the Kankakee Downtown Historic District): - Total project cost: approximately $2.4 million. - Qualified rehabilitation expenditures (QREs): approximately $2.2 million. - Federal HTCs secured: approximately $440,000 to help offset project costs. Heritage provided historic tax credit consulting to help secure this federal HTC equity. Addressing Common HTC Myths for Main Street Projects Heritage's Main Street practice frequently encounters myths that can discourage owners from considering HTCs, such as: - Myth: Small projects cannot generate enough HTC equity to justify the effort. - Myth: Nonprofit-owned properties, such as community facilities, cannot use HTCs. - Myth: HTCs require owners to preserve buildings exactly as they are with no flexibility. - Myth: The HTC application process is too complex and time-consuming. The firm uses its experience to address these misconceptions, evaluate eligibility, and structure projects so that HTCs are a practical and accessible tool for smaller-scale developments. Streamlined HTC Services for Small Projects Heritage offers streamlined HTC services tailored for small Main Street projects. These services focus on: - Quickly assessing whether HTCs are likely to benefit a project. - Explaining how federal and state HTCs may work together. - Managing the application and review process on behalf of the owner. - Coordinating with other professionals needed to support the rehabilitation. Contact for Main Street HTC Projects Owners and developers considering HTCs for Main Street or small-scale properties are invited to contact Heritage Consulting Group to discuss their project: - Phone: 215-248-1260 - Email: info@heritage-consulting.com Source: https://www.heritage-consulting.com ## State Historic Tax Credit Opportunities for Religious Properties Heritage Consulting Group advises congregations and nonprofits on using state historic tax credits (HTCs) to help fund capital improvements to historic religious properties and related facilities. What Are Historic Tax Credits for Religious Properties? Historic tax credits can be an important source of equity for large capital projects at religious and community facilities. Based on the information on Heritage's website: - HTCs typically represent about 20% to 40% of eligible rehabilitation costs (including hard costs and some soft costs), depending on the state program and project details. - Applications are typically reviewed and approved before construction begins. - Credits are generally awarded after construction is completed and requirements are met. Basic Eligibility Requirements In many state programs, religious properties must meet three main criteria: - Historic Designation - The building is listed in the National Register of Historic Places, or in some cases a state historic register. - Minimum Investment - Qualified Rehabilitation Expenses (QREs) must exceed a minimum investment threshold set by the state program. - Appropriate Rehabilitation - The project must follow design guidelines that protect the building's historic character while allowing for appropriate updates. Use of State HTCs by Nonprofits Certain states allow nonprofit entities, including religious organizations, to apply for and then sell or otherwise monetize their state historic tax credits. As of the information on Heritage's website, this option is available in the following states: - Colorado (CO) - Delaware (DE) - Iowa (IA) - Kansas (KS) - Kentucky (KY) - Missouri (MO) - Texas (TX) - Vermont (VT) - Wisconsin (WI) Program rules, credit percentages, caps and transfer mechanisms vary by state and are updated periodically. Heritage recommends confirming current requirements with the State Historic Preservation Office or with Heritage before relying on specific program details. Federal HTCs are not directly available to nonprofit entities, but state programs can still provide significant equity when properly structured. Types of Work That May Qualify Common eligible work categories for state HTCs at religious properties include: - Masonry cleaning and repointing - Wood repair and painting - Roof repair or replacement - Structural repairs - Window repair or sensitive replacement, including decorative windows - Accessibility upgrades - Building systems upgrades (mechanical, electrical, plumbing, etc.) - Building code-related updates - Improvements to secondary spaces such as offices, classrooms and social halls Work That May Affect Eligibility Certain types of work can negatively affect eligibility or reduce the amount of credit available, such as: - Extensively subdividing sanctuary or major assembly spaces - Removing decorative or character-defining windows - Lowering ceiling heights in significant historic spaces - Demolishing part of a historic building or complex - Constructing large new additions that alter the character of the historic resource Heritage works with congregations and design teams to balance preservation goals with functional needs so that projects qualify for state HTCs while meeting program and community objectives. Contact for Religious Property HTC Projects Congregations and nonprofits considering improvements to historic religious properties are invited to contact Heritage Consulting Group: - Phone: 215-248-1260 - Email: info@heritage-consulting.com Source: https://www.heritage-consulting.com ## What Heritage Consulting Group has not published yet These are things people ask Heritage Consulting Group that its published information does not yet cover. - prices or fees - service availability or capacity - guaranteed approval of historic tax credits or other incenti - tax, legal, or financial advice - project timelines or completion dates - investment returns or financing terms Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from https://www.heritage-consulting.com