A CPA in your corner
Specialty-tax-savvy guidance you can call before making a structuring decision — not after.
§ Tax Advisory
Strategy, on demand.
Not every situation fits a single specialty. Our tax advisory service is a flat-fee, retainer-style engagement for businesses and CPA firms that want a specialty tax expert on call — without the overhead of hiring one.
What you get.
A dedicated CPA-led advisory relationship focused on identifying, sizing and executing specialty tax opportunities — cost segregation, R&D, 179D, IC-DISC, TPR, opportunity zones, and the structuring decisions that surround them.
We work alongside your existing accountant (or as the specialty arm of your CPA firm), so there's never a turf war. We surface what's available, model the trade-offs, and execute the studies that pay off.
Especially useful for owners stacking multiple incentives across multiple entities — where a coordinated strategy across services compounds the savings.
Flat-fee
Engagement style
5–8×
Average tax savings
24 hrs
Response SLA
§ Benefits
Why owners and CPAs choose this study.
Cross-incentive coordination
We sequence cost seg, R&D, 179D and IC-DISC so they don't step on each other — and produce more total benefit.
Entity & transaction support
Acquisitions, dispositions, 1031 exchanges, restructures — we'll flag the tax implications before they bite.
CPA-firm white-label
If you're a CPA, we'll work behind your brand. Your clients see one firm; you keep the relationship.
Quarterly check-ins
Standing reviews to surface new opportunities as your business and the tax code evolve.
Predictable fees
Flat retainer with the scope laid out up front. Big projects are still flat-fee with no surprises.
§ Who qualifies
Who this fits.
Real estate investors with 3+ properties
Multi-entity operating businesses
CPAs without specialty tax bench
Manufacturers with R&D activity
Architects/engineers on govt work
U.S. companies exporting abroad
Family offices managing portfolios
Growing operators with M&A activity
§ How it works
How a retainer starts.
01
Discovery call
Free 45-minute call to understand your business, goals and what's already in place.
02
Opportunity map
We deliver a written map of every specialty incentive that applies — sized and prioritized.
03
Engagement scope
Flat retainer fee plus per-project pricing for the studies we agree to pursue.
04
Standing relationship
Quarterly check-ins, on-demand advisory and seamless execution as opportunities arise.
§ Receipts
What our clients have said.
Honest reviews from owners and CPAs we've worked with — unedited and pulled from Google.
5.0 on Google
“We had a great experience working with Chris. They did everything they said they would, communicated thoroughly, and delivered on time.”
Luke DowellGoogle
“Chris and his team were very responsive. They quickly reviewed our situation and put together a plan to save on our taxes. Highly recommend!”
Anwar AlkabsGoogle
“Chris, Sarah, and the team are really great and experts in their space. Chris goes out of his way to help — free Zoom consultations are great value.”
Dr. DiabGoogle
§ Services
Other ways we save you money
Most clients qualify for more than one of these. We'll surface every applicable incentive in your free benefit analysis.
§ Let's connect
Curious what you might save? Let's find out.
Most studies pay for themselves several times over. Book a free 30-minute benefit analysis with a CPA — no commitment, no upsell.