Take Your Firm To The Next Level

We work as an extension of your team to
provide strategic support and expertise for your clients.

Research & Development Credit

Cost Segregation

Tax Credits & Incentives

Your Business Runs On Delivering Results

The problem is, it’s hard to exceed expectations and impress clients when:

You've got a complex project and need experts who understand business and tax strategy.

You're looking for a team that specializes in assessing tax credit and incentive needs.

You want additional support to make sure you exceed your clients' expectations by overdelivering.

WE HELP YOU

Add Even More Value To Your Services

Your clients expect results, which often means finding opportunities that they didn’t know existed.

We offer a very specific skill set that ensures you deliver results that exceed their expectations.

That’s why we offer strategic partnership alliances.

We’re not here to replace your team, but rather to enhance it.

We take the time to analyze the entire ecosystem of your client’s business, then design a strategy to support future growth and more savings.

So you can impress clients and grow your business.

A Few Of The Industries We Partner With

 

CPA Firms

Law Firms

Business Consulting Firms

Real Estate Developers

STRATEGIC TAX PLANNING & BUSINESS CONSULTING

Help Your Clients Minimize Tax Costs

Get a powerful plan and a partner to support your clients at the highest level.

Step One

Analyze Current Business Strategy

We work hand-in-hand with your team to understand your business today and in the future.

  • Analyze business model
  • Understand organizational strategy
  • Research industry-specific opportunities

Step Two

Assess Tax Savings  Opportunities

We help your team make forward thinking
decisions based on your client’s business goals.

  • Multi-state tax credit incentive analysis
  • Research and Development tax credit
  • Cost segregation

Step Three

Implement Your Tax Savings Plan

We’ll take care of everything, from research to implementation to audit defense. 

  • Negotiations with jurisdiction
  • Filing necessary paperwork
  • Liasing with your team

Step Four

Optimize For Future Growth

We help you be proactive about your client’s business goals and tax strategy, so they evolve with them.

  • Ongoing business consulting & tax advisory
  • Tailored check-ins
  • Evolving incentives research

HERE’S HOW TO

Partner With Experts Who
Add Value For Your Clients

1. Schedule a call

We’ll discuss your goals and identify
opportunities to work together, then
explain our Alliance Partners process.

2. Become A Referral Team Member

We can work 1:1 with your clients, or white-label our services. We’ll create a partnership agreement tailored to your specific needs.

3. Overdeliver Every Time

Expand your service offerings and
deliver results with our complementary skillset and support.

We Help Your Team Get Your Clients Results

See how we can help you level-up your service offerings. Start with a complimentary call.

SCHEDULE A CALL