For Tax Professionals
The specialty-tax partner your firm has been missing.
IncentTax is the engineering partner CPA firms across the country rely on. We deliver cost segregation studies, R&D tax credit studies, and other specialty tax work — collaboratively, with audit-ready documentation and full audit defense.
Why CPAs partner with us
Built for collaboration. Not competition.
We bring engineering depth, IRS-tested methodologies, and decades of specialty-tax experience to every engagement — exactly when you need it.
Our staff are licensed engineers, CPAs, and former Big-4 specialty tax professionals. You get technical depth, not a referral mill.
Every report we produce passes IRS scrutiny: detailed engineering documentation, citations, photos, and contemporaneous narratives.
Generous referral fee on every study. Multi-year arrangements available. Paid quarterly, transparently.
If the IRS examines any study we delivered, we defend it at no additional cost to you or your client.
We host private CPE training for our partner firms on cost segregation, R&D credits, energy incentives, and federal/state updates.
How it works
A simple partnership. Built for your workflow.
- 01Identify Opportunities
We work with you to identify clients with property over ~$500K or technical activities — across your client base.
- 02Free Preliminary Review
We deliver a no-cost feasibility review on every referral. Only the qualified opportunities move forward.
- 03Engineering Execution
We do the heavy lifting: site visits, engineering review, technical interviews, documentation, IRS-ready reports — coordinated directly with you and your client.
- 04Deliver the Win Together
You present the results to your client alongside our engineering report. You keep the relationship and we deliver the specialty work.
Who this is for
From solo to top-100.
- Solo CPAs and small partnerships looking to differentiate
- Mid-sized regional firms wanting specialty tax capabilities without hiring engineers
- Wealth advisors and family offices serving high-net-worth real estate investors
- Top-100 firms needing engineering bandwidth without hiring internally
Ready to become a partner?
We onboard a limited number of new CPA partners each quarter. Tell us a little about your firm and we'll be in touch within one business day.
Apply Now