Keep the client. Add the capability.
Specialty incentives are difficult to staff and harder to scale inside a local or regional firm. We supply the technical depth clients expect from national providers — and we never compete for your core tax and accounting work.
The work you turn away is usually work you should have kept.
A client grows. The return gets more complex. Suddenly there are research activities to quantify, a building to reclassify, or an energy deduction on the table — and the expertise to do it defensibly is not on your staff.
From there it usually goes one of two ways. You refer the work out and hope the relationship survives the introduction, or a national provider walks in the front door and starts asking who prepares the return. Neither outcome protects what your firm built.
There is a third option. Bring the depth in behind your name, keep the relationship where it is, and stop losing complex clients to firms whose only real advantage is bench strength.
Your client stays your client.
This is the first question every firm asks us, so we will answer it before you have to.
- We do not solicit your core work. We do not prepare returns, we do not pitch compliance services, and we do not use a specialty engagement as a door into the rest of the relationship.
- We coordinate through your firm. You decide how involved you want to be, whether we speak with the client directly, and how findings get presented.
- We confirm the benefit is usable before anyone signs anything. We verify with you and the taxpayer that the credit or deduction can actually be used before an engagement letter is discussed.
- We work with your tax team, not around them. Deliverables are built to drop into your workpapers and your software.
Four things that show up on your side of the ledger.
Client retention
Walking away from a client because the knowledge base is not in house becomes a thing of the past. Support complex clients with deeper advisory resources while protecting the core work your firm already owns.
Audit defense
Complex credits mean complex defense. CTA stands behind its work with technical support through examination and, when needed, the appeals process. Your client can depend on us when the IRS comes calling.
Additional revenue
Focus on what your firm does best while creating more room for strategic consultation, expanded advisory hours, and optional revenue sharing where appropriate.
Ongoing education
Every CPA needs CPE. We provide complimentary sessions, timely articles, and practical updates across a tax landscape that will not sit still.
Specialty services that complement your core practice.
Bring practical specialty-tax insight to your team.
Your CPAs deserve more than the basics. Our complimentary CPE sessions are high-level and real-world, built to sharpen planning conversations and help your team recognize client opportunities before someone else does.
- The R&D Tax Credit: taxpayer savings and the “Big Beautiful Bill”
- Tariffs and transfer pricing: staying compliant and avoiding IRS scrutiny
- Real estate tax strategies: unlocking Section 179D energy efficiency deductions
- Cost segregation essentials: high-impact tax planning for CPAs
- Tax credits and incentives: an introduction to tax planning for CPAs
Two pages to share with your partners.
CPA Partner Firm Benefits
What your firm gains, where the line is drawn, the full service list, and how the partnership runs — on one page.
On-Site CPE, Group Live
A CTA specialist presents live at your office. 1.0 NASBA CPE credit in Taxes per session, no fee and no travel — we handle attendance and certificates.
How we partner.
Screen
We identify the likely opportunities and confirm the benefit is actually usable given entity structure, income, and limitation rules — before anyone spends money.
Document
We build the technical analysis and the support package behind it — the workpapers, computations, and substantiation that hold up under examination.
Support
We coordinate with your firm through filing and stand behind the work afterward, including audit defense through appeals if it comes to that.
Built to complement a CPA firm, not replace one.
Exclusive expertise
We work only on federal and state tax incentives that complement your traditional tax and accounting practice.
US-based team
CPAs, engineers, tax attorneys, and incentive specialists — all in house, all in the United States.
Relationship growth
Quality work and quantifiable benefits on every project, which is what actually strengthens client trust in your firm.
Taxpayer and CPA focus
Benefit usability is confirmed with both you and the client before engagement discussions begin.
Start a partner conversation.
Tell us the size of your firm and the kind of client work you have been referring out or turning down. That is enough to know whether this is worth a conversation — and to get free CPE on your team’s calendar.
Tax changes that matter, and the CPE to go with them.
A monthly note for CPAs on what actually changed and what to do about it — plus first notice when free CPE sessions open for registration. No pitch, and you can unsubscribe from the bottom of any issue.
- Current tax issues, in plain terms
- Planning strategies you can use
- Free CPE invitations, first
Important. Tax incentives are fact-specific and subject to applicable law and documentation requirements. This page is general information for educational purposes. It is not tax or legal advice, does not create a client relationship, and should not be relied upon for any specific transaction. The availability and amount of any credit or deduction depend on the taxpayer’s particular facts.
