Three ways to work with us. Only one of them involves a fee.
We're an engineering firm. Most of the accountants we work with never take a referral payment — they use us as an extension of their own capacity. Here's every arrangement we offer, including the ones that pay you nothing.
Send us one depreciation schedule. We'll review it free.
Pick your most depreciation-heavy client property. Send us the fixed-asset schedule. Within two business days a licensed engineer will come back to you with a plain answer: whether there is a §481(a) catch-up worth chasing, roughly how much, and whether it's worth the engagement.
No cost. No obligation. No follow-up sequence. If there's nothing on the schedule worth pursuing, we'll tell you that — it happens, and saying so is the only way this offer is worth anything to you.
You keep the client relationship entirely. Nothing is sent to your client. Nothing is signed.
White-label engagement
You engage us. You bill your client. You keep the margin.
- We work as your subcontractor. The study is produced under your engagement letter with your client.
- We can deliver unbranded, or co-branded, whichever your firm prefers.
- This is a fee for professional services rendered to your firm — not a commission on a client referral.
- Your client relationship, your invoice, your margin. We never contact them unless you ask us to.
Most established firms choose this. It's the cleanest arrangement on both sides.
Direct introduction
You introduce us. We engage the client directly. You take nothing.
- Appropriate when your firm's policy prohibits accepting referral compensation, or when you'd simply rather not have money in the relationship.
- You stay copied on everything. We send you the study when it's complete so you have it for the return.
- You get the client win and the credit; we get the engagement.
Chosen more often than people expect — and it removes every compliance question at once.
Referral fee — 20% of the study fee
- Paid on every completed study, no cap.
- Available only where your firm's policy and applicable professional standards permit it, and subject to written disclosure to your client.
- Under the AICPA Code of Professional Conduct, a member may not accept a commission or referral fee from a client for whom the member's firm performs certain attest services. State board rules and individual firm policies are often stricter. We'll ask you to confirm your firm's position in writing before any fee is paid, and we will not pay one otherwise.
We offer it because some firms are set up for it. If yours isn't, one of the arrangements above is a better fit.
Why firms send us work
Free bulk screening before 15 September and 15 October
In the two weeks before each extended deadline we take on a limited number of firms for free fixed-asset screening. Send us the schedules; we flag which properties have recoverable basis and which don't. You get the triage done without spending staff hours on it.
Limited capacity, first come.
Ask about deadline screeningNothing on this page is tax, legal, or ethics advice. CPAs, EAs, and other credentialed professionals are responsible for determining what their own professional standards, state board rules, and firm policies permit. We will not enter into a fee arrangement that a partner has not confirmed is permissible for their firm.