Your Partner in Specialty Tax Services
We connect CPA firms, business owners, and property investors with exceptional specialty tax services tailored to their unique needs. Our commitment is to forge strong, enduring partnerships that maximize your investments.
Unlocking Every Tax Break You're Entitled To
We connect your firm with seasoned professionals who specialize in a wide array of tax solutions, ensuring your clients maximize their investments and achieve their financial goals.
Cost Segregation
Accelerate depreciation and increase near-term cash flow through engineering-based cost segregation studies. We connect you with specialists who reclassify building components to maximize depreciation deductions for commercial and residential property owners.
- Detailed engineering analysis
- Property component classification
- Accelerated depreciation strategies
- Cash flow optimization
R&D Tax Credits
Maximize your clients' innovation investments with R&D tax credits for qualifying research and development activities. We connect you with specialists who identify eligible activities, calculate credits, and prepare audit-ready documentation.
- Innovation assessment
- Documentation support
- Credit calculation
- Compliance guidance
179D EPAct Tax Deduction
Claim up to $5.00 per square foot for energy-efficient commercial buildings. We connect your firm with certified engineers who perform energy efficiency analysis and handle the full certification process for the 179D deduction.
- Energy efficiency analysis
- Certification process
- Deduction calculation
- Compliance verification
45L Tax Credits
Earn tax credits for energy-efficient residential properties and multi-family developments. We connect you with specialists who assess energy performance, qualify properties, and prepare all required documentation for 45L credit claims.
- Energy assessment
- Credit qualification
- Documentation support
- Compliance guidance
1031 Exchange Services
Defer capital gains taxes and maximize investment potential with 1031 exchange services. We connect you with qualified intermediaries who handle every detail of the exchange process, helping your clients build wealth through strategic real estate transactions.
- Qualified intermediary services
- Interest-bearing exchange accounts
- Enhanced security protocols
- Expert guidance throughout the process
Incentive Reports
Provide your clients with personalized reports of economic incentives and tax credit programs, researched by experts and powered by advanced technology. We connect you with specialists who discover hidden incentives and help you demonstrate expertise to your clients.
- Comprehensive incentive analysis
- Personalized client reports
- Expert research
- Advanced technology platform
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 Optimize Your Tax Strategy?
Whether you're a CPA seeking a trustworthy partner or a real estate investor aiming to optimize your returns, our specialty tax services are designed to help you succeed.