Strategic Alliance Program
Who qualifies?
Built For Trusted Advisors.
At PTG, we collaborate with CPAs, financial advisors, and consulting professionals. We protect your client relationships and minimize your professional reputational risk by serving as the technical resource added to your conference room table as needed. Whether you need support with R&D credit studies, cost segregation, C-suite strategic resources, or examination representation, we are a resource, serving you and your clients collaboratively.
- CPAs and accounting professionals looking to offer strategic tax credit studies without assuming responsibility for calculation, preparing supplemental statements, audit risk, or an expanded workload
- Financial advisors seeking to strengthen client relationships and deliver tangible, tax-driven benefits to their business clients
- Business consultants and fractional CFOs who want to provide clients with access to sophisticated tax credit and advisory support
- M&A professionals and deal advisors looking to identify and unlock hidden tax value during due diligence
Benefits
What You Gain when Collaborating.
Collaborating with PTG empowers your firm to deliver specialized, audit-ready tax solutions with confidence. We support your client relationships, enhance your client value proposition, and mitigate your reputational and regulatory risk without adding to your workload or staffing requirements.
We know your reputation is built on trust, accuracy, and client care. That’s why every PTG Strategic Alliance engagement reflects the same diligence and mutual respect you give your clients because when we work with you, we’re working in service of our shared professional standards.
Enhanced Client Retention
Offer high-value R&D and advisory services through your firm to build trust, loyalty, and long-term engagement.
Fee Enhancement Opportunities
Expand your firm’s offerings compliant with regulatory guidelines unlocking a new revenue source through value-driven advisory support.
Save Time & Effort
We handle all the heavy lifting; you simply introduce your client. We provide a go/no-go determination without obligation. An evaluative "Go" means we know we can qualify the client's activities as Section 41 compliant. If we engage, your firm stays in the loop, for the entire three open years of potential review.
Service Offerings
Curated Services for Transformational Outcomes.
Once admitted into the Strategic Alliance, Members gain access to a curated suite of high-impact service areas precisely where execution, strategy, and structure matter most. These offerings are delivered by experienced professionals who operate within the Collaboration Network, each selected for their technical ability, discretion, and results-driven mindset. From addressing complex challenges to uncovering new opportunities, the services available through your membership are designed to meet the evolving needs of scaling companies and their leadership.
R&D Tax Credits
Qualification & Defense under IRC §41.
(PTG Serves as the Designated Provider)
Cost Segregation Studies
Commercial Property & Facility Cost Recovery Qualification & Defense under IRC §41.
(PTG Serves as the Designated Provider)
Tax Controversy
IRS Examination, Audit Defense & Strategy.
(PTG Serves as the Designated Provider)
Funding Round Advisory
Defining the Need, the Terms and Conditions, Assist in Creating the “Company Book," and Introductions to Capital Sources.
Inventor Representation
Royalty Agreement Negotiation, Memorialization, & Deal Structuring.
Tax Efficiency
Proactive Structuring for Effective, Efficient Tax Outcomes.
Cost Segregation Studies
Commercial Property & Facility Cost Recovery Qualification & Defense under IRC §41.
(PTG Serves as the Designated Provider)
Intellectual Property
IP Writing, International Filing, Examination, and Defense.
Mergers & Acquisitions (Acquirer-Only)
Negotiation, Letters of Intent, Due Diligence, Securities Design, 368 Structures, & Acquisition Documentation.
Corporate Compliance
Memorialization, Compliance, Governance, Employee, Director, & Advisory Board Agreements.
Tax Controversy
IRS Examination, Audit Defense & Strategy.
(PTG Serves as the Designated Provider)
Licensing
National, International Licensing Strategy, Documentation, & Regulatory Compliance.
Financial Architecture
Corporate Structure, Securities Design, Jurisdiction Strategy, Stakeholder and Shareholder Securities Design.
Company Valuation Optimization
Balance Sheet Strategy, & Enterprise Value Focus.
Program Ethical Standards
Strong Standards That Stand With You.
Our program is built to complement your work, never compete with it. At the heart of our Strategic Alliance is a shared commitment to excellence, integrity, and mutual respect. We’ve designed our Ethical Standards to give professionals like you the protection, transparency, and peace of mind you deserve. When you join the Strategic Alliance, you inherit these standards as part of the agreement.
Unlock New Opportunities by Joining Our Strategic Alliance Program!
Discover how PTG can help you expand your service offerings and increase client impact, all while preserving your firm’s integrity.
Newsletter
Subscribe to the PTG Insider Newsletter!
Gain access to high-level business strategies, redacted case studies, legal and tax court updates, and IP/licensing trends curated by the experts at Prime Tax Group. The PTG Insider Newsletter is built for executives, CPAs, and legal professionals who want to stay ahead of the curve without the noise.
Prime Tax Group, LLC
Quick Links
Contact Info
- +1 (512) 853-9888
- info@primetaxgroup.com
Corporate Office:
3960 Howard Hughes Parkway, Suite 500 Las Vegas, NV 89169
Austin Office:
2101 S I-35, Suite 105 Austin, TX 78741