- For CPA Firms & Advisory Partners
Specialty tax depth, without adding to
your headcount
Cost segregation, R&D credits, utility exemptions: these are strategies your clients likely
qualify for, but probably not ones your team has the bandwidth to build in-house. Align
works alongside CPA firms, real estate advisors, and investment firms to fill that gap, as
visibly or invisibly as you’d like.
Cost segregation, R&D credits, utility exemptions: these are strategies your clients likely qualify for, but probably not ones your team has the bandwidth to build in-house. Align works alongside CPA firms, real estate advisors, and investment firms to fill that gap, as visibly or invisibly as you’d like.
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- Who We Partner With
If any of this sounds like you, we should talk
- CPA and accounting firms
- Commercial real estate advisors and brokerages
- Private equity and investment advisory firms
- Site selection and economic development consultants
- Business brokers and M&A intermediaries
- International tax and law firms
- How Visible We Are
Three ways this can look, all with you in control
We do the technical work; your name is the only one your client sees. Studies, reports, and deliverables all carry your brand.
Firms that want specialty tax to feel like a natural part of what they already offer.
We’re visible as a specialist partner, working alongside your team, with both firms represented on the final deliverable.
Firms comfortable introducing a named partner for technical depth.
You make the introduction; we take it from there, managing the engagement directly with your client going forward.
Firms that would rather point clients in the right direction than manage the engagement.
- Working Together
What happens after you reach out
A quick conversation
Tell us what you’re seeing, in general terms, and we’ll tell you honestly whether there’s an opportunity worth pursuing.
Paperwork before specifics
Before any client details change hands, we put a mutual partnership agreement in place and agree on how visible Align will be.
The actual work
Site visits, data analysis, and modeling happen on our side, with as much or as little check-in from you as you’d like.
A package you can use
You get a finished, presentation-ready deliverable, along with the underlying support, formatted however the engagement calls for it.
- The Fine Print, Simplified
The commitments we don't bend on
No fees until everything is signed.
You’ll know the exact fee upfront, and nothing moves forward until the engagement is accepted and paperwork is signed on both sides.
We only talk to who you want us to.
Communication goes wherever you tell us to send it, unless the engagement is a direct handoff.
The relationship is yours.
We’re a resource you bring in, not a replacement for the advisor your client already trusts.
We don't wander outside our lane.
Specialty tax studies are what we do. General tax prep and audit work stay with your team.
- FAQs
Things firms usually want to know upfront
Only if that’s the arrangement we’ve agreed to. For Behind the Scenes and Side by Side engagements, everything routes through your team by default. A Warm Handoff is the one model where we work with the client directly, and only once you’ve made the introduction.
Mostly how visible Align is to your client. Behind the Scenes keeps our name off everything; Side by Side shows both firms; Warm Handoff moves the engagement to us entirely. You pick the mode before any work starts.
It depends on the service. Some engagements are contingency-based, some are flat fee, and some are a mix. We’ll walk through the specifics once we understand what you’re bringing us.
A first conversation can happen within a few days of reaching out. Once a partnership agreement is signed, most feasibility reviews come back within a couple of weeks.