Solutions
Fractional Specialty Tax Leadership
Executive Leadership Without the Cost of a Full-Time Hire
Building a successful specialty tax practice requires more than technical knowledge—it requires leadership. As your Fractional Director of Specialty Tax, I become an extension of your leadership team, providing strategic oversight, technical guidance, operational support, and practice management on a flexible monthly basis.
Together, we'll identify new opportunities, strengthen internal processes, mentor your team, and build a specialty tax practice that creates long-term value for both your firm and your clients.
Typical Engagements Include
Executive leadership & strategy
Partner advisory meetings
Opportunity pipeline management
Practice growth planning
Technical oversight
Staff mentoring
KPI reporting
Revenue optimization
Specialty Tax Practice Development
Build a Scalable Specialty Tax Practice
Launching a successful specialty tax practice requires repeatable systems, clearly defined workflows, and consistent execution. I help firms build the operational foundation needed to deliver specialty tax services efficiently while maintaining quality and profitability.
Whether you're launching a new service line or rebuilding an existing process, we'll create a framework that allows your firm to grow with confidence.
Deliverables Include
Practice assessments
Standard Operating Procedures (SOPs)
Discovery workflows
Client onboarding processes
Internal documentation standards
Quality assurance procedures
Process maps
KPI dashboards
Research & Development Tax Credit Advisory
Technical Expertise for Complex R&D Tax Credit Engagements
Research & Development Tax Credits represent one of the most valuable specialty tax opportunities available to many businesses—but they also require a disciplined technical process. I partner with CPA firms to guide R&D engagements from discovery through documentation by helping identify qualified research activities, evaluate technical uncertainty, and develop audit-ready support.
Whether your firm needs assistance with a single engagement or ongoing technical leadership, I provide the experience and structure necessary to deliver high-quality R&D tax credit studies with confidence.
Services Include
Technical discovery interviews
QRA development
QRE methodology guidance
Documentation support
Eligibility assessments
Technical consultation
Audit readiness review
Specialty Tax Expansion
Expand Beyond Research & Development Tax Credits
Once your specialty tax practice has a strong operational foundation, the next step is expanding your service offerings. I help firms evaluate additional specialty tax opportunities, assess implementation requirements, and develop a strategic roadmap for growth.
Rather than attempting to launch multiple services at once, we'll prioritize opportunities that best align with your firm's existing client base and long-term objectives.
Potential Expansion Areas
Cost Segregation
179D Energy Efficient Commercial Buildings
45L Energy Efficient Home Credits
IC-DISC
State Tax Incentives
Additional specialty tax consulting opportunities
book a free discovery call to learn more!
