Specialty Tax Advisors, Inc., based in Newport Beach, CA, is a premier specialty tax firm dedicated to partnering with Certified Public Accountant (CPA) firms, Family Offices, Real Estate Professionals, Financial Advisors and other Banking Partners. Our collaboration model is designed to enhance your firms service offerings without creating competition. We assist our Partners and their Clients in identifying and securing specialized tax credits and incentives.
Our partnership model is designed to offer a streamlined experience for both CPA firms and their clients, ensuring efficient and effective service delivery.
We offer free benefit analysis on properties and clear pricing models on all engagements.
Specialty Tax Advisors integrates the science of engineering with the principles of tax and accounting. This unique approach allows us to identify complex tax incentives that might otherwise be overlooked. We provide CPA firms with the technical engineering reports necessary for IRS compliance, thereby expanding their service offerings without competing against them. Our advanced tax strategies, typically reserved for larger companies, are now accessible to small and mid-sized businesses through our partnerships.
Through our partnership, CPA’s can offer their Clients a comprehensive range of complex tax services or fill in any gaps that your firm does not offer in-house. One of these services include Cost Segregation Studies, which identify and reclassify investment properties assets for accelerated depreciation, increasing cash flow for property owners. Assisting businesses in claiming Research and Development (R&D) Tax Credits for innovative activities. Or helping architects, builders, and property owners who enhance the energy efficiency of commercial or residential buildings. Check out our full list of offerings.
Partnering with Specialty Tax Advisors allows CPA firms to increase their revenue streams by offering specialized tax services. This collaboration enhances client retention by broadening the range of services available, attracts new clients in need of specialized tax assistance, and provides a competitive advantage in the marketplace. Ultimately, our partnership improves client outcomes by maximizing tax savings while minimizing the risk of IRS review. With offices nationwide, we are well-positioned to support CPA firms across the country.