For CPA and tax firms
Turn your tax office into a specialty tax office.
Your clients
Your clients get the credits they are owed. Your practice gets paid on every recovery. Our network does the work behind you, and you hire no one. Same clients. More value. New revenue.
Your clients
The specialty credits large companies capture as a matter of course, run properly for the businesses in your book.
Your practice
Three percent of every dollar recovered, on every engagement we close, plus a first year that cannot leave you out of pocket.
Our network
The engineers, credit analysts and study writers you were never going to hire, working behind your name.
- R&D tax credits,
- Cost segregation,
- FICA tip credit,
- Penalty refunds (or other state credits)
The gap
The credits your clients qualify for are the ones nobody has time to run.
Large national firms staff specialty tax as its own department: engineers, credit analysts, study writers, a review function. A firm with a few hundred small business clients cannot justify that headcount, so the work does not get done and the client never hears about it.
The money does not disappear. It goes to whoever asks first. Increasingly that is a national provider calling your client directly, with your name nowhere in the conversation.
The Desk closes that gap without changing who owns the relationship. Your firm stays the trusted advisor. The specialty work happens behind you.
Book scan estimator
Find out what is probably sitting in your book.
Enter the number of small business clients your firm serves. We will show you the range of specialty tax credits those clients are likely to recover in the first twelve months.
Estimated recovery from your book
First twelve months, based on Opscale's engagement model across comparable firms.
Count the business returns your firm prepares. Individual 1040 only clients are not part of the Desk.
Estimated client recovery
$660,000 to $810,000
Across roughly 300 small business clients
Estimated additional tax office revenue
$19,800 to $24,300
Three percent is the R&D rate. Other programs are priced per the order form.
These are estimates, not a quote, an offer, or a guarantee. They reflect what Opscale's model expects across a book of this size in the first twelve months, on the engagements that actually close. Neither figure is a guarantee of any individual client's credit or refund amount, and neither is a promise of what your firm will earn.
Your actual results depend on your clients' facts, which engagements you choose to present, which clients qualify, and which programs those engagements fall under. Revenue share varies by program and is stated on the order form. Fees your firm pays Opscale are not deducted from the figure shown. The book scan replaces both estimates with a written, client by client list.
How it works
Four steps. Your firm does two of them.
1
The book scan
You send a seven field client list. We scan it against every credit program the Desk runs and hand you a written list of the engagements already sitting in your own book.
2
You pick who to approach
You decide which clients hear about it and when. Nothing is presented to a client without your say so, and you keep the relationship throughout.
3
We do the work
Our specialty tax network runs the study, builds the substantiation file, and delivers the work product your client needs in order to file the position.
4
You share in the recovery
Three percent of every dollar recovered comes back to your firm, on every engagement we close out of your book.
What changes, what does not
A credits practice you do not have to build.
What your firm gets
- A specialty tax credits offering you can put in front of clients under your own name
- Your whole book scanned, with the qualifying engagements listed in writing
- A written substantiation file behind every position we deliver
- A named desk to call when a client asks a question you did not expect
- Three percent of every dollar recovered, on every engagement we close out of your book
- A first year position that cannot be negative
What you never have to do
- A first year position that cannot be negative
- Buy software or build a review function
- Train your staff on a program you may run twice a year
- Perform the study work or write the report
- Front any cost on your client's behalf
- Hand a client to someone who will keep them
WHAT THE DESK RUNS
Real federal and state programs, run properly.
These are established credits and methods, not positions we invented. Each one is delivered with the documentation a reviewer would expect to see.
Research and development credit
Federal and state. For clients improving a product, a process, software or a formulation. Most states run their own version on top of the federal credit, and the state side is the piece firms without an engineering function almost always leave behind.
FICA tip credit
For restaurants, bars, salons, and other tipped employers. A credit against the employer payroll taxes already paid on reported tips.
Cost segregation
An engineering based study that reclassifies components of a building into shorter recovery periods, accelerating depreciation for clients who own real property.
Three programs is where firms start, not where the list ends
Those are the ones most firms use first. Behind them the Desk runs a much wider set of federal and state credits, and the list grows most months as new programs open and as our network takes on new specialties. Your book is scanned against everything on the list the day it goes in, not just the three above, and it is rescanned as the list grows.
THE YEAR ONE GUARANTEE
You cannot be out of pocket in year one.
If your firm earns less from the Specialty Tax Desk in its first year than it paid us in fees, we pay you the difference. Your net position for year one is zero at worst.
This covers your firm’s own fees. It is never a guarantee of any client’s credit, refund, or savings amount. Those are two different promises and we keep them separate.
How the guarantee works
What you earn
Fee-back paid to your firm on closed engagements.
What you paid
Start-up plus first year service fees actually paid to us.
The cap
The top-up is capped at the fees you paid. It brings you to break-even, not past it.
The window
Measured over the twelve months following delivery of your book scan.
The claim
Claimable within sixty days of the end of that period.
The one condition
Available to firms that actually presented the engagements identified in their scan.
Why this holds up
Built to survive a review.
The reason most arrangements like this fail is not the tax work. It is the structure. Ours was designed around that problem first.
Not a referral fee
Your firm is compensated for its own participation in each engagement, not for handing over a name. The distinction matters in most states, and it is the reason the program is structured the way it is.
Documented at the client level
Client fee disclosure and written consent are obtained before work begins, so the client knows who is doing what and how everyone is paid.
Substantiation, not assertions
Every engagement is delivered with the file behind it. If the position is ever questioned, the support was built at the same time as the number.
Founding firm pricing
Founding firms shape the Desk. Later firms inherit it.
Half the annual service fee for your first two years, on agreements signed by November 21, 2026.
Prices vary
While the Desk is being built out, you are not filing a ticket. You know who is handling your book and you can reach the person running the program.
Input on how the Desk runs
The intake, the reporting, the way engagements move. The workflow the first firms settle is the one every firm after them works inside.
Credentialed specialists produce and sign the study that substantiates the credit, and they have done that work for years. What is new is the desk that sits between that bench and your practice. You sign the return you already sig
The start-up fee is charged in full. Year three is standard pricing. None of it touches your fee-back or a client’s credit.
Questions
The things firm owners actually ask .
Do I have to give up the client relationship?
No. You decide which clients hear about a program and when. You stay the point of contact, you sign the return, and the client stays yours. Our network performs the specialty work behind you and does not solicit your clients.
What does it cost?
There is a start-up fee and an annual service fee, both set by the size of your book. Pricing is not published here because it is tiered. It is set out in full on the order form, along with the year one guarantee terms, before you commit to anything.
Is this a referral fee arrangement?
No, and that is deliberate. Your firm is paid for its own role in each engagement. Paying a firm a share of a fee for work it does not perform is exactly the structure most state boards prohibit, so the program was built to avoid it rather than to argue about it later.
Who signs the return?
You do. Every engagement arrives with the substantiation file behind the position, so you are signing something you can see the support for rather than taking a provider’s word for it.
What happens if the position is questioned later?
The substantiation file is built for exactly that moment, at the same time as the study rather than afterwards. Our network supports the engagement it delivered.
Is there anything the Desk does not cover?
Two things, and we say so plainly. Tariff refunds are not part of the Desk. Tax strategy planning is not part of it either. Strategy is a separate Opscale service, delivered under its own engagement, that your firm is neither paid for nor responsible for. We keep that line clear on purpose.
Can I start with a handful of clients?
Yes. Most firms start with the clearest few engagements from their book scan and expand once they have watched one run end to end.
What is the seven field client list?
A short spreadsheet: enough to tell whether a client is likely to qualify for a program, and nothing more. We send you the template. No returns, no source documents, no client contact details at the scan stage.
Start here
Find out what the Desk would pull out of your book.
Tell us the size of your practice. We will walk you through how the Desk runs, what your tier costs, and Year one guarantee terms. The book scan is the first thing your start-up fee buys, and it comes back as a written, client by client list of the engagements sitting in your practice today.