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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.
Expertise in Specialized Tax Incentives
Our engineering-based approach to cost segregation, R&D credits, and 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.
Enhanced Client Satisfaction
By offering specialized tax savings strategies, you become a more valuable advisor to your clients, strengthening retention and generating referrals for your practice.
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.
Connect With Tami
Interested in partnering with CSSI? Let me know your specialty, and I will get in touch as soon as possible. I look forward to hearing from you!