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CPAs & tax pros
A specialist partner for CPAs
We do the study and documentation. You keep the client and the filing.
You keep the client
You own the relationship and the filing. We bring the specialized analysis.
Documentation you can rely on
Clear costs, timelines, and methodology to review before you decide.
Less research time
We handle eligibility and cost classification. You review the result.
How we work with firms
Refer or introduce
Send us a client project or bring us into a conversation.
We screen
We check eligibility and estimate the opportunity.
We document
We prepare the study and supporting documentation.
You decide
You review it and determine the filing position.
We do not prepare returns or provide legal advice. Your CPA and the taxpayer determine the final filing position.
Start a conversation
Have a client project in mind, or want to see how 263A fits your practice? Let’s talk.
(801) 899-9454