CPAs

Bring clients a credit conversation you don't have to staff.

Book a 15-minute callSee if you qualify

How it works for you

We handle screening and certification; you keep the client relationship and the filing.

The workflow

  1. 1Client identification
  2. 2Engagement setup
  3. 3Credit capture
  4. 4Filing handoff

What you get out of it

  • Deeper client value
  • No new headcount
  • Clean workpapers

Deliverables

  • Workpaper package
  • Credit schedules
  • Support during review
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Related next steps

Hiring credits hub

Every program, explained in plain language.

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How our process runs

The full six-stage delivery process.

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Industries we serve

Where credits show up in your sector.

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Let's talk about cpas.

A short call is usually enough to know whether this is worth pursuing.

Book a 15-minute call Check eligibility