Partnerships  /  CPA & Accounting Firms
Partnerships

Specialty tax studies
for your CPA firm.

Your clients are sitting on credits and deductions your team doesn’t run in-house. Instead of referring that work away, or leaving it on the table, offer it under your own roof with Novaric behind you.

Discuss a Partnership
Why Partner

Capture the specialty work you already see.

Every accounting firm has clients who develop products, own real estate, improve building energy, or buy farmland, and every one of those is a specialty study most firms don’t staff for. Partnering with Novaric lets you deliver all four without hiring an R&D team, an engineering group, or an agronomist, while keeping the client relationship entirely yours.

The Studies That Fit

What to look for in your clients.

The studies most relevant to your book, and the client signals that point to them.

The Partnership

What you get, what we handle.

What you get

  • A full specialty-tax offering without new hires
  • New revenue on work you’d otherwise refer out
  • Deeper, stickier client relationships
  • Filing-ready packages formatted for your team
  • Optional white-label so it reads as your firm’s work

What we handle

  • R&D qualification, cost-seg engineering, 179D certification, and soil studies
  • All documentation and workpapers
  • Coordination with your tax preparers
  • Section G, Form 6765/8974, and Form 3115 support as applicable
  • Examination support for the studies we prepare
How It Works

Behind your brand, or beside you.

Work with us white-label, as a subcontractor behind your engagement, or on referral. However you prefer, the client stays yours and we stay behind the scenes.

Your clients. Your relationship. Our specialty.

Common Questions

Questions we hear.

Will you compete with us for the client?

No. We perform the specialty study only; you keep the tax relationship and the client. Mutual non-circumvention terms are standard.

Can the work carry our brand?

Yes, white-label delivery lets the deliverables and workpapers read as your firm’s work.

How do we get started?

Flag a client or two, or we’ll help you screen your book for candidates across all four studies.

Let’s talk about a partnership.

Discuss a Partnership

This page is general information, not tax or legal advice. Whether a client’s activities or property qualify depends on their facts and applicable law, and is determined through the appropriate study. Novaric coordinates with the partner firm and does not guarantee eligibility, savings, or any IRS outcome.