We partner with CPAs to unlock additional advisory revenue
No hiring, no training, no overhead - just profitable growth.
Financial and Tax Overview
$8.2M Revenue
Q4 2024 • Multi-location Restaurant Chain
70% of tax strategies go unused. Help clients and capture that revenue today.
While AI automates tax compliance, advisory becomes your competitive advantage.
White-label tax advisory services. No hiring, no training, no overhead. Your brand, your clients, your profits.
Cost Segregation, QSBS, R&D Credits, S-Corp Elections, and many more. Proven strategies your clients will pay premium for.
Helps CPAs boost firm value by shifting into advisory, where multiples rise—led by a former PE investor who knows the playbook.
AI automates compliance; advisory stays human. Differentiate with an AI tax planning platform.
Start offering premium advisory services tomorrow.
30+ years of tax strategies + AI technology + your client relationships.
You own the client relationship. We work behind the scenes. Your clients see your expertise, not ours. Zero investment, zero risk.
30+ years of proven tax strategies. Cost segregation, QSBS, R&D, and other proven tax credits—court-tested and IRS-compliant. Start Day 1.
Instant analysis of thousands of tax scenarios. Personalized advice in seconds. One dashboard for all client communications.
130+ battle-tested tax strategies from Big Four veterans with 100+ years combined experience.
Our AI automatically identifies opportunities that manual review processes miss.
Years of court cases and thousands of IRS regulations analyzed
Battle-tested by 30+ experienced CPAs across our network
Automatically identifies opportunities others miss
Measurable cash savings that position you as the profit center.
Your clients see immediate ROI - you become their essential advisor.
Accelerate building depreciation for immediate write-offs
Federal and state credits for software and process improvements
Tax-free capital gains on business exit
Save 15.3% self-employment tax annually
Every business situation is unique - we identify all applicable strategies for maximum savings
Real examples of immediate write-offs by business type
Components typically depreciated over 27.5-39 years that qualify for INSTANT write-offs
| Business Type | Qualifying Components | Savings as % of Total Investment |
|---|---|---|
|
Restaurants
|
Kitchen cabinetry, exhaust hoods, decorative items, drive-through equipment, electrical for TVs, plumbing for food prep, specialized lighting | 20-40% |
|
Retail Centers
|
Merchandise lighting, electrical for POS equipment, security cameras, removable floor coverings, monument signs, fitting rooms | 15-40% |
|
Manufacturing
|
Process-related plumbing/electrical, additional ventilation, fire protection systems for specific operations, specialized HVAC | 20-45% |
|
Hotels & Lodging
|
Decorative lighting, removable flooring, window treatments, kitchen equipment, decorative millwork, bathroom fixtures | 15-40% |
|
Office Buildings
|
Network cabling, raised floors, HVAC for IT equipment, uninterruptible power supply systems, conference room AV | 10-25% |
|
Warehouses
|
Truck turnarounds, loading ramps, parking lots, in-rack fire protection systems, pylons, specialized conveyor systems | 10-20% |
|
Auto Repair/Service
|
Hydraulic lifts, specialized electrical, compressed air systems, waste oil systems, specialized flooring | 25-45% |
Clients pay more for measurable savings. Shift from compliance to strategic cash creation.
Learn more about our tax advisory services and how we can help you save money.
Schedule a partnership discussion to explore how white-label advisory can transform your CPA practice with zero risk.