Your business-owner, real-estate, and farmland clients are sitting on specialty deductions and credits their returns don’t capture. Be the advisor who spots it, without becoming a tax specialist.
Discuss a PartnershipHigh-net-worth and business-owner clients value an advisor who finds them money. Partnering with Novaric lets you surface R&D credits, cost segregation, 179D, and residual-nutrient deductions across your book, business owners, real-estate investors, and farmland holders alike, and hand the technical work to us while you stay the trusted relationship.
The studies most relevant to your book, and the client signals that point to them.
Business-owner clients developing or improving products, processes, or software.
Learn more →Clients who own or invest in commercial or rental real estate.
Learn more →Clients with energy-efficient buildings, or who design public projects.
Learn more →Clients who buy or inherit farmland.
Learn more →Advisor partnerships usually run on referral, you make the introduction, we deliver the study, and you get the credit for bringing the client real value.
Your clients. Your relationship. Our specialty.
Not at all. You spot the opportunity and make the introduction; we do the technical work and coordinate with the client’s CPA.
Business owners, real-estate investors, and anyone who’s bought farmland. We’ll help you recognize the signals.
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.