Deliver More Value to Your Clients With Specialized Tax Credit Services

Many businesses qualify for R&D credits, cost segregation, and federal incentives but never claim them simply because these specialties require deep technical expertise. NestWorth partners with tax and accounting professionals to deliver these high-value services to your clients. You maintain complete client control and strengthen your advisory relationships while we handle the specialized analysis, documentation, and audit support.

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Turn Hidden Credits into Client Wins Without Adding to Your Workload.

Many businesses miss out on valuable incentives that could strengthen their cash flow.

NestWorth helps accounting professionals identify and document these credits with accuracy and audit-ready detail.

You deliver more value to your clients, build trust, and grow your firm’s reputation for proactive service.

A Seamless Process Designed for Accounting Professionals.

You Identify an Opportunity:

Share a client or engagement that may qualify for credits, or allow NestWorth to review potential opportunities for you.

NestWorth Performs the Analysis:

Our experts and AI-driven systems identify, calculate, and document every eligible credit with full audit-ready deliverables.

We Deliver the Client Results:

Depending on your preference, we or you can present the findings directly to your client. NestWorth provides full technical and compliance support behind the scenes.

No disruption to your workflow • You maintain full client control • Audit-ready documentation included
No Upfront fees for you or your client • No obligation to claim credits once found

Let’s Unlock More for Your Clients.

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