Your Partner in Specialty Tax Services
We connect CPA firms with the nation's top specialty tax experts to deliver cost segregation, R&D credits, energy incentives, and more. Unlock every tax break your clients are entitled to.
Recovering the Opportunities You're Missing
Our team of seasoned professionals connects your firm with specialists in a wide array of tax solutions, ensuring your clients maximize their investments and recover every dollar they are entitled to.
Cost Segregation
Accelerate depreciation and increase near-term cash flow through engineering-based cost segregation studies for commercial and residential properties.
R&D Tax Credits
Maximize your innovation investments with R&D tax credits for qualifying research and development activities across industries.
179D EPAct Deduction
Claim up to $5.00 per square foot for energy-efficient commercial buildings through the 179D Energy Policy Act deduction.
45L Tax Credits
Earn tax credits for energy-efficient residential properties and multi-family developments that meet qualifying energy standards.
1031 Exchange
Defer capital gains taxes and maximize investment potential through tax-deferred 1031 exchange services for real estate transactions.
Incentive Reports
Personalized reports of economic incentives and tax credit programs, researched by experts and powered by advanced technology.
Unlock Every Tax Break You're Entitled To
Most CPA firms are great at what they do, but the tax code is constantly evolving and specialty areas require dedicated expertise. We connect you with the top tax strategists in the country so your firm can offer more to your clients without adding to your workload.
Access to Top Tax Strategists
We connect you with the best specialty tax professionals in the country, firms with in-house engineers who deliver fully IRS-defensible solutions.
Unlock Hidden Tools & Strategies
Many tax-saving opportunities sit outside traditional practice areas. We open the door to specialty services and strategies your firm may not have access to on its own.
Custom Personalized Consulting
Every firm is different. We take the time to understand your practice, your clients, and your goals, then match you with exactly the right specialists for your needs.
How It Works
A simple, three-step process to connect your firm with the right specialty tax experts.
Review Your Qualifications
We review your firm's information, your client base, and the types of opportunities that could benefit your practice to determine the best fit.
Set Up a Call With a Specialist
We connect you directly with the right specialty tax expert and schedule a call at a time that works for you to discuss your specific needs.
Deliver Results
The specialist handles everything from analysis to documentation. Your firm and your clients benefit from the savings and the results.
Ready to Unlock Hidden Opportunities?
Start with a free consultation. No commitment, no risk, just the potential for more value for your clients and more revenue for your firm.