Both sides of the bridge.

Credit producers.

  • Specialist tax credit and incentive firms.
  • Boutique R&D, WOTC, 45S, and state-credit practices.
  • Regional CPA firms with a credits group.

Employer-facing partners.

  • Payroll and HCM providers.
  • Benefits brokers and consultants.
  • Leave-management and absence platforms.
  • PEOs.
  • Disability and leave carriers.

If you serve employers and you've ever said "we don't do that, but we know someone who does" — we're the someone.