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

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EATMS does not prepare your client's return.

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EATMS does not solicit their compliance work. Ever.

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

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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.

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

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

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

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

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

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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