39-yrStructure
15-yrLand improvements
7-yrFurniture & equipment
5-yrFixtures & finishes
Cost Segregation
For business owners with property or improvements. Some parts can be written off faster to lower taxes.
For CPA & tax firms with business clientsTurn your tax practice into a
Turn your tax practice into a
specialty tax practice.
Your clients get more money back. Your firm becomes the one who got it for them.
Plans are priced by how big your book is. See pricing
10%of net collections, your firm's earnings, on every program.
By sizePlans priced by how many business clients you have
Year one20% off your first year
Your Firm · Portal Just an example
Client list uploaded01 / 03
Business nameList review
Ridgeline Dental GroupSubmitted
Harbor Street BakerySubmitted
Mesa Precision MachiningSubmitted
The problem
The credits are real. Your team just doesn't have time to chase them.
Big firms have whole teams for this. Yours has clients waiting on their returns. So national providers grab the credit, and the client, instead.
What changes for you
Not a referral.
Not a hand-off.
Behind your nameSpecialty Tax Desk network
Cost segregation engineers
R&D credit specialists
Documentation & filing support
Your Firm, CPAWhat your client sees
Cost segregation studyPrepared for Harbor Street Bakery
Ready for your signature
Signed by your firm · Just an exampleYou keep the relationship
You sign the return. Your client never meets anyone else. We do the work behind the scenes. They never have to learn a new name.
You do none of the work
No software. No new hires. No studies. No reports to write. All you do is send us a client list.
Built to hold up under review
Every credit comes with a full file of proof, not just a say-so. We get your client's written OK up front. And we back you up if it is ever questioned later.
How it works
Four steps. You're only
hands-on in two.
01 / 04
Send your client list
We scan just seven fields, nothing more. Then we hand back a written list of engagements.
01 / Client list
Seven-field client list
Business nameList review
Ridgeline Dental GroupSubmitted
Harbor Street BakerySubmitted
Mesa Precision MachiningSubmitted
List received for review
02 / 04
You decide who to approach
Look at the list and pick your clients. Nothing moves without your OK.
02 / Your choice
Potential matches · you decide
Ridgeline Dental Group
Cost SegregationApprove / Skip
Cost SegregationApprove / Skip
Harbor Street Bakery
FICA Tip CreditApprove / Skip
FICA Tip CreditApprove / Skip
03 / 04
Our network does the work
We handle the study, the paperwork, and filing support from start to finish.
03 / Desk network
Handled by the network
Docs RequestedUnder ReviewDelivery
04 / 04
You sign. You get paid.
You sign the return and keep the client. Your firm earns 10% of net collections on every engagement, the same rate on every program.
04 / Your firm
You keep the relationship
Signed by your firmYour firm earns 10% of net collections
01 / Client list
Seven-field client list
Business nameList review
Ridgeline Dental GroupSubmitted
Harbor Street BakerySubmitted
Mesa Precision MachiningSubmitted
List received for review
Credits we recover
The chances hiding in your client book.
{ } R&D notes
✓ New or improved product or process
✓ Technical uncertainty
✓ Experimentation
R&D Tax Credit
For businesses that build or improve products, processes, or software. The work has to be technical.
FOOD & BEVERAGE
Service ··········
Tips reported ··········
Payroll records ··········
FICA Tip Credit
For food and drink businesses whose workers report tips for service.
Estimate your book
See what your client base could be worth.
Count the business returns your firm files. Clients who only file a personal 1040 do not count.
Money your clients could get back$660,000 – $810,000
Across roughly 300 small business clients.
Extra money for your tax office10% of net collections
Your firm earns 10% of net collections on every engagement, the same rate on every program.
These are estimates, not a quote, an offer, or a guarantee. They show what Opscale's model expects across a book of this size in the first twelve months, counting only the engagements that actually close. Your real results depend on your clients' facts, which engagements you choose to present, which clients qualify, and which programs those engagements fall under. Your firm earns 10% of net collections on every engagement, the same rate on every program. The figure shown does not subtract the fees your firm pays Opscale.
Who signs the return?
You do. Every engagement comes with a full file of proof behind it.
Do my clients ever interact directly with Specialty Tax Desk?
No. Your firm keeps the client. Our network works behind your firm's name, and your client never meets anyone else.
How long until I see my first payout?
It depends on the program and how fast the credit or refund is processed. Some programs move faster than others, and IRS processing times vary. On your intro call, we can share typical ranges once we know which programs fit your book.
Get the real number for your client base.
A 15-minute call tells you what your book is actually worth.