Tax Optimization Referral Network
The right tax specialist. Matched to your business.
TaxOptix is your smart, tech-powered gateway to substantial tax savings. We connect small business owners with pre-vetted CPAs and tax firms that specialize in advanced reduction strategies — cost segregation, R&D credits, QBI optimization, accelerated depreciation, and retirement plan integration.
Network specialties
Deep expertise in advanced tax reduction.
TaxOptix doesn't prepare returns in-house. We match you with independent specialists whose entire practice is built around these strategies — the kind most generalist CPAs never touch.
Cost segregation studies
Engineering-based reports that reclassify components of your building into 5-, 7-, and 15-year property for accelerated depreciation.
R&D tax credits
Federal and state R&D credit studies for contractors, manufacturers, software teams, and other innovators — often overlooked.
Qualified plan tax optimization
Defined benefit, cash balance, and Solo 401(k) plans structured to shelter income and multiply owner retirement savings.
QBI optimization
Strategies to maximize the 20% Qualified Business Income deduction for pass-through entities within IRS thresholds.
How it works
Discovery. Match. Handoff.
We focus on discovery, education, and matchmaking — so you're paired with a specialist who actually delivers, not the first CPA that answers the phone.
- 01
Tell us about your business
Share your entity type, industry, property portfolio, and goals. No lengthy intake — a short questionnaire is enough to get started.
- 02
Receive a cost estimate for the study
Your matched specialist reviews your situation and provides a clear, upfront cost estimate to complete the study — no surprises.
- 03
Sign agreement and proceed with the study
Once you approve the estimate, sign the engagement agreement and the specialist gets to work delivering your IRS-compliant study.
Who we serve
Built for asset-heavy small businesses.
Our specialist network is deepest in industries where advanced tax strategies produce real, measurable savings.
Commercial real estate
Owners of office, retail, and multifamily properties looking to accelerate depreciation and improve after-tax cash flow.
Contractors & construction
General contractors and specialty trades with equipment, vehicles, and R&D-eligible process improvements.
Medical & dental practices
Practice owners with build-outs, equipment purchases, and high marginal rates who benefit from cost seg and retirement plan design.
Manufacturing
Manufacturers with production facilities, tooling, and product/process R&D that qualifies for federal and state credits.
Hospitality & restaurants
Hotels, restaurants, and franchisees with FF&E-heavy build-outs where reclassification percentages tend to be highest.
Other asset-heavy small businesses
If your business owns real estate, expensive equipment, or invests in innovation, there's likely tax being left on the table.
Tech-enabled matching
Faster, better-fit referrals than a Google search or generic directory.
Real tax reduction
Focused on strategies that put meaningful cash back into your business.
Vetted specialists
Every firm in our network is credentialed and reviewed before we refer you.
- Does TaxOptix prepare my taxes?
- No. We're a referral network. We don't prepare returns in-house — we match you with independent, pre-vetted CPAs and tax firms that specialize in advanced reduction strategies.
- How are specialists in the network vetted?
- Every firm is credentialed, reviewed for relevant experience (cost seg engineering, R&D methodology, retirement plan design), and evaluated on client outcomes before we make a referral.
- What does it cost to use TaxOptix?
- Getting matched is free for business owners. The specialist you engage will quote their own fee, typically a fixed price for the study or an engagement scoped to the work. TaxOptix receives referral fees from the specialists in our network.
- Do you serve businesses in every state?
- Yes. Our network includes specialists licensed nationwide, and cost seg / R&D studies are engineered federally — with state-specific adjustments where they apply.
- How long does a match take?
- Most owners are introduced to a matched firm within a few business days of completing the intake questionnaire.
Lower your taxes. Reduce risk. Accelerate growth.
Let TaxOptix connect you with the right tax professionals who deliver results. Getting matched is free — a few minutes of intake and we'll take it from there.
- hello@taxoptix.com