The cost seg firm your reviewers actually like getting reports from.

Clean asset schedules, a methodology narrative written to the Audit Technique Guide's own framework, and engineers who answer your questions directly — not through a client-forwarded email thread.

What partner treatment looks like

Engineer-to-accountant line
Your staff calls our study lead, not a call center. Review questions answered same business day during filing season.
Your client sees your brand in the conversation
Co-branded intro where you prefer it; we never pitch your client on tax prep behind your back — the referral agreement is explicit about it.
Published flat fees, quoted in writing
Your client knows the number before we start: from $855 questionnaire, $1,499 Quick™, $2,088 engineered. No surprise invoices landing on your desk.
Form 3115 packages that e-file cleanly
Catch-up calcs, §481(a) language, and the year-of-change return attachment prepared for your review — with the audit trail your firm needs in the workpapers.
Priority queue for partner deadlines
April 15 and October 15 extensions route to the front of our engineering line; Quick™ handles the closing-driven emergencies.
Referral economics in writing
Standard referral arrangement details are shared on the intro call — never percentage rumors, always a signed one-pager. (Program specifics PENDING partner sign-off.)

Client-facing flow

You introduce (or client arrives direct, disclosed to you) → we model savings and quote the flat fee → study runs in 24 hours to 7 days → your team loads the schedule and files. We handle examiner questions for the life of the report.

Start the partner conversation

Two minutes of details and we'll send the partner one-pager + sample study PDF.

Or call +1-307-222-9675.

Sample study + partner one-pager

Judge the workpapers before you refer a single client.

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