Your Business Is Probably Owed Money. The Government Won't Call to Tell You.
Tariff refunds, tax credits, and capital programs — we find what you qualify for and get you funded now, not years from now.
No upfront cost to see your eligibility
The Process
How Opscale Exchange Works
01
Complete a Secure Intake
02
We Find Your Credits
03
Get Paid Early
01
Submit Your Opportunity
Businesses provide basic company information through the Opscale HUB. Our secure intake process ensures your data is protected.
02
Expert Matching
Opscale routes opportunities to vetted specialists focused on the relevant program. Get matched with experts who understand your industry.
03
Claim and Recovery
Providers perform the analysis and file claims while coordinating with your CPA. Track progress every step of the way.
THE OPPORTUNITIES
The Credits, Refunds, and Incentives You May Already Qualify For
Opscale Exchange matches your business to the programs most likely to result in a recovery — with no upfront cost.
R&D Tax Credits
Businesses developing products, improving technology, or solving engineering challenges may qualify for significant federal and state credits.
Tariff Refund Claims
Importers may recover duties when classification, valuation, or trade program eligibility supports a refund.
Energy Incentives
Credits and incentives exist for renewable energy, efficiency upgrades, and infrastructure investments.
Hiring Credits
Incentives may apply when businesses hire from targeted workforce groups or operate in designated zones.
Cost Segregation
State & Local Incentives
Many states offer programs encouraging job creation, investment, and economic development.
THE ADVANCE
Get Paid Before the Government Pays You
Sell the Receivable
You assign the right to collect your validated refund to a financing partner. It’s a true sale — not a loan.
Get Cash in Days
The financing partner wires the advance directly to your business. No personal guarantee. No monthly payments.
They Take the Case
The financing partner waits 6–18 months for the government to disburse. You owe nothing back.
Our Network
Trusted Service Partners
Opscale Exchange works with specialized advisory firms and legal professionals. Partners collaborate with your existing CPA to support the claim process.
THE DIFFERENCE
Specialists. Not Generalists. Cash Now. Not Later.
Expert Specialists
Work with professionals who focus on specific tax credits and incentives — not broad, one-size-fits-all firms.
Simple, One-Time Intake
Aligned With Your CPA
Everything is coordinated with your CPA to fit your existing tax strategy and stay compliant.
Get Paid Before You Wait
THE OPPORTUNITY IS REAL
Most businesses are leaving money on the table — money the government already owes them.
$80B+
in R&D tax credits go unclaimed by SMBs annually
74%
of tariff refund filers received at least a partial recovery
$50K–$500K+
typical R&D credit recovery range for qualifying SMBs
Most never knew they qualified. That’s why Opscale Exchange exists.
Sources: IRS, U.S. Customs and Border Protection, KPMG SMB Tax Credit Report
THE DIFFERENCE
We'd rather answer them now.
Browse the common questions below. Or send us yours — we’ll get back to you within one business day.
How do I know if my client qualifies?
You don’t need to figure this out on your own. Your client — or you on their behalf — can submit basic information directly through our website using your unique Advisor ID or your personal advisor referral URL. From there, our team and the Opscale Intelligence platform handle the eligibility screening. Most qualifying decisions are completed quickly you will be kept informed throughout. Download the Qualification Cheat Sheet (PDF).
Do I need any licenses or certifications?
No. There are no licensing requirements to become an Independent Advisor. Our specialist network licensed CPAs, attorneys, and tax professionals handles all technical work, filings, and client-facing advisory. You make the introduction. We handle the rest.
How and when do I get paid?
You earn a referral fee on every successfully processed client engagement. Fees are tracked automatically in your Advisor Portal and paid through PayQuicker a secure digital payments platform. You will receive a notification when a payment is issued. No invoicing, no chasing.
Will you prospect my clients for other services?
We are laser-focused on our four core programs: R&D Tax Credits, Tariff Refunds, Cost Segregation, and IRS Penalty Refunds (Kwong v. United States). When we identify new tax credits, incentives, or grants that may benefit your clients, we will notify you first so you can be the one to bring that opportunity to them. Your client relationship stays intact and yours.
What programs do you cover?
We currently focus on four core programs: R&D Tax Credits, IEEPA Tariff Refunds, Cost Segregation, and IRS Penalty Refunds (Kwong v. United States). Our Opscale Intelligence platform continuously scans for new tax credits, incentives, and grants that may benefit your clients’ businesses. When new opportunities are identified, we will notify you directly creating a recurring revenue stream without any extra work on your part. Learn more.
Is there any cost to become an Independent Advisor?
None. It is completely free to join. No monthly fees, no minimums, no purchase requirements. You earn only when your clients recover, and there is no cap on what you can make.