A Concierge Service Option for your CPA Practice

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Trusted Professionals,

Partnering with you.

At CPA Services, we believe we can be an incredible resource to your accounting practice. We understand that you are continually seeking additional tools and strategies to better serve your clients as their financial needs grow and evolve.

Our team partners with accounting professionals like you to enhance the value you provide—offering specialized expertise in tax savings, reduction, and elimination strategies. By working alongside your firm, we help ensure your clients receive the most comprehensive and advantageous tax outcomes possible, while supporting and strengthening the services you already deliver.

We would welcome the opportunity to discuss how CPA Services can complement your practice and help you continue to exceed client expectations.

Our Mission:

Our mission is to help small and medium-sized businesses access the billions of dollars in tax credits and incentives available through federal programs. These businesses have long been the backbone of the American economy—driving innovation, creating jobs, and supporting local communities.

Yet many of these incentives go unclaimed.

We are committed to helping as many of the 30-million-plus U.S. businesses as we can recover the refunds and credits they are entitled to—so they can reinvest in growth, strengthen their operations, and continue shaping the future of our economy.

What’s in it for you?

At CPA Services, our strength lies in our specialized team of tax attorneys and CPAs who are highly trained in tax code, compliance, and complex incentive programs, including R&D tax credits. We partner with accounting firms to provide an added layer of expertise so your clients can receive the maximum benefit from federal tax incentives that are often overlooked or underutilized.

Through our strategic partner, CPA Services Co. LLC, each of your clients is supported by dedicated specialists who focus exclusively on tax credits and incentive opportunities. Our process ensures accuracy, compliance, and high-quality results — while also creating an additional revenue stream for your practice, as a percentage of each client’s approved rebate is returned directly to your firm.

Partnering with CPA Services allows you to expand your service offerings, increase client satisfaction, and unlock real savings and refund opportunities — creating a genuine win for your practice and your clients alike.

Reasons for CPA’s to Align with CPA Services Company

  • Client Retention
  • No upfront fees or costs
  • Additional Income to your business
  • Providing the best resources available for your clients
  • Our strategic partner has already helped thousands of businesses and their accounting firms claim over $1 billion in tax rebates and credits.
  • This proven track record reflects the depth of expertise and commitment to accuracy, compliance, and high-quality results that we bring to every client relationship.