Client
Focused Collaboration
Partnering with CSSI extends your firm’s capabilities, allowing you to offer specialized tax solutions that generate significant savings for your clients while maintaining full compliance and enhancing your professional relationship.
Simple for Your Firm
Valuable for Your Client
Growth for Your Practice
Expertise in Specialized Tax Incentives
Our engineering-based approach to Cost Segregation, R&D Credits, and 179D energy-efficient tax deductions provides technical expertise that complements your accounting knowledge.
Accurate and Compliant Analyses
We deliver detailed, methodically documented studies that adhere to IRS guidelines, ensuring your clients’ claims are both precise and defensible upon examination.
Audit Defense Included
By offering specialized tax savings strategies, you become a more valuable advisor to your clients, strengthening retention and generating referrals for your practice.
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Who We Partner With
Tax Professionals Who Want to Deliver Enhanced Value
We collaborate with forward-thinking tax advisors who recognize the competitive advantage of offering specialized tax strategies. Our engineering-based approach complements your accounting expertise, allowing you to deliver comprehensive solutions without expanding your in-house capabilities.
CPAs & Accounting Firms
Tax professionals who prepare returns, provide tax planning, and advise clients on financial decisions can expand their service offerings with our specialized engineering-based strategies.
Wealth Advisors
Investment professionals managing client portfolios and developing comprehensive financial plans can incorporate our tax optimization strategies to improve overall returns.
Tax Attorneys & Advisors
Professionals who navigate complex tax matters and provide strategic tax guidance can leverage our engineering-based documentation to strengthen client positions and expand available planning options.
Real Estate Brokers & Agents
Real estate professionals facilitating property transactions can add value by connecting clients with tax strategies that improve investment performance and help close deals.
FREE RESOURCES
CPE and Webinars
CSSI is a NASBA-certified provider, and our monthly sessions are free to attend. We cover cost segregation, Section 179D, R&D credits, tangible property regulations, and accounting method changes, with a focus on how the rules apply to actual client situations rather than theory.
Sessions are led by the people who build these studies every day, so you get the practical version: what qualifies, what the documentation has to show, and where the common mistakes happen. Recent topics have included the OBBBA changes to the R&D credit, when costs should be expensed versus capitalized, and recovering missed deductions from prior years.
Tax law in these areas has moved considerably over the past two years, and the changes affect returns your firm is filing now. These sessions are built to keep you current on what applies and when.
CPE credits are available to CPAs who register and attend the full session. Individual attendance is required for credit; group attendance cannot be recognized.
Credit Where It's Due: R&D Tax Strategies for CFOs and Tax Professionals
R&D tax credits represent one of the most overlooked sources of built-in tax value for R&D-intensive businesses, and for CFOs and tax professionals overseeing multiple business units or portfolio companies, that overlooked value compounds fast across a book of holdings.
Daniel Boyd
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Sign Up →Become a CSSI Partner Today
Whether you have one client in mind or your entire book, we'll show you what's worth pursuing. Ask us how a partner relationship works.
How The Partnership Works
You Identify a Candidate
Tell us about the client and what they own or do. We run a no-cost preliminary analysis and tell you whether the benefit is worth pursuing before anyone commits.
We Handle the Engineering
Our engineers and analyst handle the analysis, from site inspections to technical interviews. Your involvement stays minimal, and we work with the client only as much as you want us to.
You Deliver the Results
We provide the documentation, forms, and method-change support your firm needs to apply the results. You keep the client relationship throughout the proces
Connect With Our Team
Interested in partnering with CSSI? Let us know your specialty, and one of our team members will be in touch within the next business day.
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More Resources & Insights for You and Your Clients
R&D Tax Credits
Pilot Production and the Commercial Production Exclusion: Where Qualified Research Ends
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179D Tax Deduction
Section 179D Allocation Letters From Tax-Exempt Owners: Contents, Signers and Timing
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