Specialized Boutique Tax Incentives Firm – Fully Virtual with Strong Cash Flow

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit services

Owner is a CPA

Established: 2004

Delivery Model: Fully virtual practice; all client meetings conducted via phone or Zoom

Lease: N/A – No physical office required

Software in Use: RSMeans

Service Mix & Average Fees
• Approx. 9 R&D projects annually — Average fee: $40,705
• Approx. 2 Section 179D projects annually — Average fee: $9,104
• Approx. Approx. 5 - 20 Cost Segregation projects annually — Average fee: $16,774

Financial Overview
• Projected 2026 Annual Cash Flow: Approximately $379,000

Key Highlights
•Highly specialized technical service niche with strong demand drivers
•Efficient virtual delivery model supports scalability and national buyer interest
•Low overhead structure due to remote operations
•Well-suited for a CPA or qualified firm seeking to expand into tax incentive and engineering-based services