For Accountants & Firms

You keep the client.
We build the file.

Your client mentioned the new line, the build-out, or the software rebuild. You know there's probably a credit or a study in it, but nobody on the ground is documenting anything. That's the gap EATMS fills: a CPA-led team on your side of the table.

01 · THE ARRANGEMENT

Built to protect your relationship, not compete with it.

In writing, in the engagement letter

EATMS does not prepare your client's return.

EATMS does not solicit their compliance work. Ever.

Every deliverable is addressed to you; every position is one we stand behind alongside you.

Refer directly, or white-label the study under your engagement letter with EATMS as subcontractor.

Full disclosure

EATMS shares its founder with A&B Tax Services. When a business comes to us with no preparer, return work may run through that affiliated firm. Referred clients are different: their returns stay with you, in writing. We'd rather you read that here than discover it later.

02 · SPOT THE REFERRAL

Client signals worth a phone call.

"We redid the line / warehouse / kitchen / lab." Process redesign with testing is credit territory, if it gets documented in time.

Construction-in-progress or a building purchase on the balance sheet. Feasibility for an engineering-based cost seg study costs a phone call.

Custom software, dashboards, or control systems being built. Interface development resolved by technical testing can qualify under §41.

A quality, error, or injury problem they're engineering around. The fix is a measurable study; the study is documentation.

New equipment plus significant install/modification labor. The install often hides both deduction and allocation questions.

They claimed an R&D credit before, from a mill that never visited. A documentation-first second look protects them and you.

03 · WHAT YOU RECEIVE

Workpapers built by someone who files returns.

Deliverable

§41 credit study

Per-component four-part-test memos, QRE schedules, and the contemporaneous experiment record behind every figure.

Deliverable

Cost seg package

Engineering-based study with functional-use evidence, asset-by-asset schedules, and lookback support when it applies.

Deliverable

Deduction file

Every specified purchase with invoice, business purpose, and recommended treatment. Ready to book and defend.

"Every number traces to a source document, every position to a written test. If it does not qualify, the memo says so before anyone claims it. The client owns the file. It stays confidential."

Have a client project in mind
right now?

Book the call and bring the fact pattern. First conversation is CPA-to-CPA, no client commitment required.

Book a CPA-to-CPA Call