39-yrStructure
15-yrLand improvements
7-yrFurniture & equipment
5-yrFixtures & finishes
Cost Segregation
For business owners with qualifying property and improvements that may be reclassified for tax purposes.
For CPA & tax firms with business clientsTurnyourtaxpracticeintoa
Turnyourtaxpracticeintoa
specialtytaxpractice.
Your clients get more money back. Your firm becomes the one who got it for them.
Plans are priced by book size. See pricing
3%Your firm's share on R&D credits. Other programs per your order form.
By sizePlans priced by your business-client count
Year oneFee guarantee: we pay the difference if the Desk earns you less
Your Firm · Portal Illustrative 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.
Large firms have whole departments for this. Yours has clients waiting on returns — so national providers scoop the credit, and the relationship, 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 · Illustrative exampleYou keep the relationship
You sign the return. Your client never meets anyone else. We're the work behind it, not a name they have to learn.
You do nothing operational
No software, no new hires, no study work, no reports to write. Sending us a client list is the extent of the lift.
Built to survive a review
Every position ships with a full substantiation file, not an assertion — documented client consent up front, and support if it's ever questioned later.
How it works
Four steps. You're only
actively involved in two.
01 / 04
Send your client list
A seven-field scan — nothing more. We hand back a written engagement list.
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
Review the list, pick your clients. Nothing moves without your say.
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
Study, documentation, and filing support — handled end to end.
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 3% on R&D recoveries, with other programs at the rate on your order form.
04 / Your firm
You keep the relationship
Signed by your firmYour firm keeps 3%
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 opportunities in your client book.
{ } R&D notes
✓ New or improved product or process
✓ Technical uncertainty
✓ Experimentation
R&D Tax Credit
For businesses developing or improving products, processes, or software through technical work.
FOOD & BEVERAGE
Service ··········
Tips reported ··········
Payroll records ··········
FICA Tip Credit
For food and beverage businesses with employees who report tips for service.
The guarantee
If it doesn't pay for itself, we cover the difference.
If your firm earns less from the Desk in its first year than it paid us in fees, we pay you the difference, up to what you paid. It covers your firm's own fees. It never guarantees any client's credit, refund or savings. The full terms are on your order form.
Count the business returns your firm prepares. Individual 1040-only clients are not part of the Desk.
Estimated Client Recovery$660,000 – $810,000
Across roughly 300 small business clients.
Estimated Additional Tax Office Revenue$19,800 – $24,300
Your 3% share of the recovery above. Three percent is the R&D rate. Other programs are set on 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. 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.
Who signs the return?
You do. Every engagement arrives with the substantiation file behind the position.
Do my clients ever interact directly with Specialty Tax Desk?
No. Your firm retains the client relationship. Our network works behind your firm's name, and your client never meets anyone else.
How long until I see my first payout?
Payout timing depends on the program and how quickly the credit or refund is processed. Some programs move faster than others, and IRS processing times vary. We can share typical ranges during your intro call once we know which programs fit your book.
What does the guarantee cover, and what doesn't it cover?
If your firm earns less from the Desk in its first year than it paid us in fees, we pay you the difference, up to what you paid. It covers your firm's own fees. It never guarantees any client's credit, refund or savings. The full terms are on your order form.
Get the real number for your client base.
A 15-minute call tells you what your book is actually worth.