For CPAs & advisors

Your expertise.
Extended.

Bring specialized property, engineering, and energy analysis to your clients without building another department.

Get your free tax savings proposal ↗

A specialist, not a substitute

You keep the relationship.
We strengthen the answer.

Innovate works behind and beside CPA firms. We scope the opportunity, perform the specialist analysis, explain the findings, and provide implementation-ready schedules while you remain the trusted lead advisor.

Ways we support your firm

Opportunity screening

Fast feasibility review before you or your client commits time and records.

Technical execution

Engineering-led cost segregation, TPR, 263A, method-change, and energy work.

CPA-ready delivery

Clear schedules, assumptions, supporting documentation, and direct access to our team.

Portfolio strategy

Look across multiple properties and years for missed or sequenced opportunities.

More than cost segregation.

A client’s building can surface several distinct strategies.

Cost segregation263A UNICAP exemptionsTangible Property Regulations§481(a) method changesPartial asset dispositions§179D energy deductionsR&D tax creditsEnergy cost-savings measuresWaste optimizationWealth strategies