As the tax landscape becomes more complex and specialized, CPA firms are increasingly partnering with boutique tax credit firms to deliver enhanced value to their clients. But is it the right move for your practice? Here’s a breakdown of the advantages, potential concerns, and what sets Corporate Tax Advisors (CTA) apart in the tax credit industry.
The Case for Partnering with a Specialized Tax Credit Firm
✅ 1. Deep Technical Expertise
CTA specializes in high-value, complex tax strategies, including:
- Clean Energy Tax Incentives (ITC)
- Research & Development (R&D) Tax Credit
- Section 179D Energy Efficient Commercial Building Deduction
- Cost Segregation Studies
- Georgia Jobs and Investment Tax Credits
- Transfer Pricing Compliance and Planning
These areas require technical knowledge, real-world engineering input, and industry-specific expertise—resources most CPA firms shouldn’t need to staff internally.
✅ 2. Offer More Services Without Growing Your Overhead
You don’t need to build a specialty team to deliver high-value results. With CTA as your partner, you can offer advanced tax strategies without increasing your internal burden.
✅ 3. Focus on What You Do Best
Let us handle the technical studies, engineering analysis, and documentation-heavy credit work—so you and your team can stay focused on compliance, attest, and client advisory services.
✅ 4. Enhance Client Retention Through Tax Savings
Whether it’s unlocking hundreds of thousands in accelerated depreciation through cost segregation or securing substantial R&D credits, these strategies help you retain high-value clients and deliver outsized ROI.
✅ 5. We Support—Not Compete
CTA does not offer tax preparation, bookkeeping, or general compliance services. We exist to support CPA firms and their clients. That means:
- No risk of client poaching
- No overlap in services
- No ambiguity about roles
✅ 6. Transparent, Referral-Based Relationships
We work in direct coordination with CPA firms and strongly prefer referral-based relationships. We may engage directly with your clients to gather technical details or supporting documentation, but we always do so with your full awareness and strategic involvement.
✅ 7. Real Engineers. Real Results.
Unlike much of our competition, our team includes engineering professionals who work alongside our tax experts. This allows us to perform:
- Thorough documentation, support, and representation for research and development credits
- Detailed cost segregation component breakdowns
- On-site and remote 179D energy modeling
- Technical substantiation for renewable energy and ITC claims
- Functional and economic analysis for transfer pricing
This integration of tax and engineering disciplines ensures IRS-defensible deliverables—something few competitors can offer.
✅ 8. Every Legal Deduction, No Aggressive Positions
We’re committed to helping your clients capture every deduction and credit they’re legally entitled to—without taking aggressive or high-risk tax positions. We prioritize long-term sustainability and audit resilience, for both your clients and your firm’s reputation.
✅ 9. We Stand Behind Our Work—Through IRS Appeals if Needed
When the IRS takes a closer look, we don’t back down. We provide full audit support and represent clients through IRS examinations and into appeals when necessary. Our work is built to withstand scrutiny, and we stand by every project we deliver.
What CPAs Say About Working With Us
“I have had the opportunity to work with many third-party companies providing the ERC filing service. I only wish I had discovered Beth and her team sooner. What I discovered was diligence and knowledge surrounding ERC and R&D along with timely responses…Beth was with us through the entire process. We were not handed off to multiple, changing players. Everything was presented succinctly and there were no surprises at any stage of the process. No other company I worked with provided this level of service.
I highly recommend Beth and Corporate Tax Advisors’ services.”
— Terri Derkum, Owner
Legal Accounting Solutions, Inc., Jacksonville, FL
“I have worked with Jordan for a number of years now.
He is very active with service long after the close and has a personality style which puts prospects and clients first and helps them feel at ease with what can potentially be a stressful process.
He is incredibly professional and a key outside partner to my firm when my clients need complex tax credit & incentive studies and filings.”
— Rob Tamburri, Managing Partner
Balog + Tamburri, CPAs, Atlanta, GA
Addressing CPA Concerns
| Concern | CTA’s Approach |
|---|---|
| Client confusion | We coordinate all communication and keep the CPA in the lead. |
| Loss of control | You remain the primary advisor. We act in full support of your relationship. |
| Aggressive tax positions | We avoid risky interpretations and prioritize long-term defensibility and compliance. |
Bottom Line: Strengthen Your Practice with a Trusted Partner
Partnering with CTA allows you to:
- Unlock powerful tax incentives for your clients
- Offer advanced services without staffing specialty roles
- Work with a firm that protects and supports your client relationships
Let’s Connect
Have a client that might benefit from a cost segregation study, 179D certification, or R&D credit analysis? We’re here to help—on your terms.
