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
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Which one are you?
I own a business
Find what you're owed
One secure intake. Our specialists identify the refunds, credits and incentives you qualify for, and you can be funded before the government pays.
I run a CPA or tax firm
The Specialty Tax Desk
Add specialty tax to your practice without hiring for it. Your clients get the credits large companies capture as a matter of course, and your firm earns a fee on every engagement we close out of your book.
I refer clients
Become an Advisor
Introduce the businesses you already know and trust. We do the work, keep you in the loop, and pay you when they recover.
The Process
How Opscale Exchange Works
01
Complete a Secure Intake
Provide key details about your business through a quick, secure process.
02
We Find Your Credits
03
Get Paid Early
We handle the claim and advance your funds so you don’t have to wait.
THE OPPORTUNITIES
The Credits, Refunds, and Incentives You May Already Qualify For
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
Commercial property owners may accelerate depreciation through engineering analysis of building components.
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
Share your information once. We handle the rest no chasing multiple firms or figuring it out yourself.
Aligned With Your CPA
Everything is coordinated with your CPA to fit your existing tax strategy and stay compliant.
Get Paid Before You Wait
Once your claim is validated, access funds upfront, with no 6 18-month government delay.
SPECIALTY TAX DESK
IRC §45B Tip Credit Recovery
Turn your tax office into a specialty tax office.
- Your clients get the credits large companies capture as a matter of course.
- Your practice earns a fee on every recovery, plus a first year that cannot leave you out of pocket.
- Our network is the engineers, analysts and study writers the firm was never going to hire.
Powered by Opscale Exchange
IRC §45B Tip Credit Recovery
R&D tax credit
Federal + state
FICA tip and other credits
Service industry
Cost segregation
Property owners
Engineers & study writers
Our bench
Book scan of your client list
Included
Three programs is where firms start, not where the list ends.
The Opportunity Is Real
$50K–$500K+
Questions
How do I know if my business qualifies?
Most owners don’t, which is the point. The intake takes minutes and our specialists tell you what applies to your business.
Do you replace my CPA?
No. Everything is coordinated with your CPA and built to fit the return they already sign.
I run a CPA firm. Is this the same thing?
No — firms work with us through the Specialty Tax Desk, which brings the specialists, the studies and the process into your practice under your name. See the Specialty Tax Desk →
What does it cost?
See What You Qualify For
One intake. No upfront cost. Find out what your business is already owed.