Partner With FCA

Specialized tax credits for your clients.

Partner with us to unlock specialized tax credit solutions that enhance your client offerings while streamlining complex processes. Expand your services and improve client outcomes without managing these incentives in-house.

Professional reviewing an agreement
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Accounting Firms & CPAs

Expand your advisory services by leveraging our legal expertise for R&D tax credits and software integrations for WOTC, streamlining complex technical processes rarely afforded in-house.

R&D: Legal and Risk

R&D tax credits are constantly evolving due to court rulings and IRS scrutiny. Eligibility depends on contract structures, and each agreement carries risks that require legal evaluation, not just accounting expertise. Misinterpretation can lead to audits and disqualifications, making specialized legal oversight critical for compliance.

WOTC: Software and Billing

WOTC relies on technology, yet most accounting firms lack the infrastructure to manage it effectively. AICPA ethical codes prohibit percentage-based fees, yet WOTC is structured in a way that makes hourly billing impractical. Partnering with a firm solves this, allowing accountants to offer WOTC without compliance concerns or software development costs.

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Bookkeepers

Offer R&D tax credits and WOTC to your clients, helping them unlock hidden tax savings while creating new opportunities for financial growth, all with a seamless, efficient process.

Unlock Overlooked Savings

Clients trust bookkeepers with their financial records, but many businesses miss out on valuable tax credits simply because they don't know they qualify. By partnering with us, bookkeepers can help clients unlock R&D and WOTC savings, turning routine financial data into new opportunities.

Expanding Services Without Added Cost

Our technology and support let bookkeepers provide these services without investing in costly compliance tools or administrative processes, enhancing client offerings and creating an additional revenue stream.

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Payroll Providers

Payroll data is essential for determining credits like WOTC. Our custom integrations ensure payroll systems can track and apply tax incentives without additional administrative burden.

R&D: Identifying Opportunities

R&D tax credits hinge on who is doing the work. Job titles, roles, and workforce allocation are critical in determining eligibility, and payroll providers are uniquely positioned to flag qualifying positions and connect companies with the R&D credits they deserve.

WOTC: A Natural Extension

WOTC requires tracking employee eligibility at the payroll level, but no two providers operate the same way. We custom-build every integration to fit within existing systems. Whether white-labeled or deeply embedded, tax credit processing feels seamless.

Let's build a partnership.

White-labeled or co-branded, we'll fit R&D and WOTC into how you already serve clients.

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