Partner overview 

Experienced Tax Experts To Help Meet Your Clients’ Tax-Saving Goals

As highly experienced tax professionals, we don’t compete with traditional tax, finance or HR service providers. We support our partners by helping their clients realize tax savings from programs that are prohibitively complex or apply to only a small fraction of a firm’s clientele.

At CTI, we are extremely good at what we do, because we pour tremendous effort into a small space and support that effort with equally specialized proprietary technology.

To use a football analogy, we’re the field-goal kickers that help teams win games, but pose no competitive threat to any other players on the team. Because we don’t offer services beyond our narrow niche as experienced tax professionals, there’s never a risk of losing a client to us.

Among partner companies we serve, we often work with the following:

  • Independent CPAs and Accounting Firms
  • Payroll Companies
  • Professional Employer Organizations (PEOs)
  • Staffing Companies
  • HR Consultants
  • Insurance Brokers
  • Software Companies

Instead of competing with you, we serve as an extension of your organization.

In some instances, such as cost segregation, we broaden our tax consultant offerings by providing engineering and construction expertise. We also provide opportunities for increasing your revenue through referral fees.

As collaborators, rather than competitors, we grow when our partners grow. Our goal is to make you shine in your clients’ eyes, never forgetting that our success depends on yours. It’s why we go out of our way to supply attentive, highly personalized care to our partners. By delivering top-quality service and maximum tax savings, we generate a positive cycle of continued success for all.

7 Critical R&D Tax Credit Services Your CPA Firm Needs To Offer Clients  Discover how CTI serves as an extension of your CPA firm. Download Guide
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