Specialty Tax Desk · Advisor Program
Turn your tax office into a specialty tax office.
Your clients get the credits they're owed. Your practice gets paid on every recovery. Apply below and we'll tell you if it's a fit.
3% of every dollar recovered
No software, no staff to train
You keep the client relationship
What happens after you apply
- 1 We review your answersTo see whether your client book and current setup are a fit for the program.
- 2 You get a real numberA quick intro call to walk through what recovery could look like for your specific book of clients.
- 3 Our network does the workR&D, Cost Segregation, FICA Tip Credit, and more — engineering, analysis, and substantiation handled for you.
Risk reversal: if your firm earns less in year one than it paid in fees, we pay you the difference — capped at fees paid.
Apply to become an Advisor
Takes under a minute. A real person reviews every submission.