Specialty Tax Desk
For CPA & tax firms with business clients

Your clients are owed money you're not collecting for them.

Every year you don't offer specialty tax credits, another advisor eventually will — and takes the relationship with it.

Your clients get the credits they're owed. Your firm gets paid on every recovery — without hiring a single specialist.

Start Your Free Book Scan Book an Intro Call
The cost of doing nothing
If you have 300 clients, a portion of them qualify for R&D, Cost Segregation, or the FICA Tip Credit right now.
They don't know it. You haven't had the bandwidth to check. Someone else eventually will.
This isn't a new revenue idea — it's revenue that already belongs to your clients, sitting unclaimed.
3%
of every dollar recovered — your firm's share, on every engagement closed
$0
worst-case net position in year one, per the guarantee below
R&D · CS · FICA
credit programs covered, with more added regularly
How it works

Four steps. Your firm does two of them.

1
The book scan
Seven-field client list, scanned against every credit program.
2
You pick who hears about it
You control the relationship, not us.
3
We execute
Our network runs the study, builds the substantiation file.
4
Revenue share
3% of every dollar recovered comes back to you.
"You're not handing off your client. You're handing off the paperwork." You stay the point of contact. You sign the return. The client never knows any of the study work happened anywhere but your office.
Book scan estimator

What this means for your bottom line.

Small-business clients in your firm
Business returns only — individual 1040-only clients aren't part of the Desk.

These are estimates, not a quote, an offer, or a guarantee. Your actual results depend on your clients' facts, which engagements you present, and which programs they fall under. The book scan replaces both estimates with a written, client-by-client list.

Estimated client recovery
$660,000–$810,000
Estimated firm revenue
$19,800–$24,300
Get the Real Number
What's the catch?
This isn't a referral fee, and that's deliberate. You're paid for your firm's own role in each engagement — not for handing a client to someone else and hoping they come back. You keep the signature, the relationship, and the fee.
Why this is safe to say yes to
Built to survive a review·Substantiation, not assertions·Documented at the client level
If your firm earns less from the Specialty Tax Desk in its first year than it paid us in fees, we pay you the difference. Your net position for year one is zero at worst.
This covers your firm's own fees. It is never a guarantee of any client's credit, refund, or savings amount.
A named desk to call when a client asks a question you didn't expect.
What you don't have to do
  • Hire staff or build a review function
  • Train employees on specialty programs
  • Perform study work or write reports
  • Front costs on the client's behalf
  • Hand clients off to outside firms
The engineers, credit analysts, and study writers you were never going to hire — working behind your name.
Credit programs
R&DR&D Tax Credit
Federal & state
CSCost Segregation
Property-based
FICAFICA Tip Credit
Restaurants, service
++ More
State & federal, added regularly
Tariff refunds are not part of the Desk. Tax strategy planning is not part of it either.
Founding-firm pricing — half the annual service fee for your first two years. Available through November 21, 2026, or while onboarding capacity for this cohort lasts.
Questions
Who signs the return? ▾
You do. Every engagement arrives with the substantiation file behind the position.
Is my clients' data secure? ▾
Documents move through secure, single-use upload links — your clients never need to create an account or log in anywhere. We're continuing to formalize our security practices as we scale, and can walk through our current approach on a call.
How long from first client to first payout? ▾
Timelines vary by program and by client's documentation readiness — we'll give you a realistic estimate for your specific book on the intro call.

Your clients' money doesn't wait for you to be ready.

Start Your Free Book Scan Book an Intro Call
Founding-firm pricing available through November 21, 2026.
Get the Real Number

See what your client book is actually worth.

Takes under a minute. No commitment — we'll follow up with your firm's real range.

Book an Intro Call

Grab 15 minutes with our team.

We'll walk through your book and answer whatever's on your mind — no pitch deck required.