How Element CPAs Launched a Tax Credit Advisory Desk Without Adding Staff
A Georgia-based CPA firm discovers how partnering with Velocrit turned tax credit opportunities into a new, high-margin advisory revenue stream.
$21M
Credit Value Deployed
18
Clients Served
$105K
Service Revenue (0.5%)
0
New Hires Required
The Challenge
Element CPAs Had the Relationships — But Not the Infrastructure
Element CPAs is a growing firm in Atlanta serving construction companies, real estate groups, and healthcare operators. Managing Partner Sarah Chen knew her clients had tax credit opportunities slipping through the cracks.
Missed Client Savings
Clients with eligible R&D activities, energy improvements, and hiring incentives were paying more than necessary — and Element CPAs had no systematic way to identify these opportunities.
No Internal Bandwidth
Building a dedicated tax credit practice would require hiring specialists, developing sourcing relationships, and creating new compliance workflows — resources the firm didn't have.
Lost Advisory Revenue
Every missed credit was revenue left on the table — both for clients and for the firm. Competitors were starting to offer proactive tax planning that Element CPAs couldn't match.
“We knew our clients had opportunities. We just didn't have the time or expertise to chase them down. Every tax season, I'd think about all the credits we probably missed.”
— Sarah Chen, Managing Partner, Element CPAs
The Solution
Velocrit Gave Element CPAs a Tax Credit Desk — Without the Overhead
When Element CPAs partnered with Velocrit, they gained immediate access to a turnkey tax credit matching platform. Instead of building internal expertise, they leveraged Velocrit's infrastructure to identify, validate, and execute credit opportunities for their existing client base.
Identify Client Tax Liabilities
Element CPAs reviewed their client roster and identified businesses with significant tax positions — construction firms, healthcare practices, and real estate operators.
Match Eligible Tax Credits
Velocrit's platform analyzed each client profile against available federal and state credits, surfacing R&D credits, energy incentives, and hiring tax credits.
Review and Present to Clients
Element CPAs received co-branded opportunity summaries to present to clients, positioning the firm as the trusted advisor delivering proactive savings.
Execute and Share Economics
Velocrit handled the transaction execution while Element CPAs earned advisory revenue — all without taking on compliance risk or back-office burden.
The Results
Measurable Impact in the First Year
Within 12 months of launching the Velocrit partnership, Element CPAs transformed tax credits from a missed opportunity into a core advisory offering.
$21M
Total credit value deployed across R&D, energy, and hiring credits
18
Clients served with tax credit advisory in the first year
$105K
Service revenue captured at 0.5% of credit value deployed
97%
Client retention rate among credit advisory participants
Stronger Client Relationships
Clients saw Element CPAs as a proactive partner, not just a compliance provider. Advisory conversations became the norm, not the exception.
Competitive Differentiation
Element CPAs now leads with tax credit advisory in new business conversations — a capability few regional firms can match.
Zero Infrastructure Cost
No new hires, no new software, no compliance burden. Element CPAs leveraged Velocrit's platform without expanding their overhead.
Results are illustrative based on a representative CPA firm partnership. Actual results depend on client portfolio, credit availability, and transaction terms.
“Velocrit didn't just give us a new service to sell — they gave us a way to deepen every client relationship. Our clients now see us as strategic partners, not just tax preparers. That's the real value.”
Sarah Chen
Managing Partner, Element CPAs
Atlanta, Georgia
The Journey
From Pilot to Full Partnership
Element CPAs started with a low-risk pilot to prove value before committing to a broader rollout. Here's how the partnership evolved.
Month 1
Pilot Kickoff
Element CPAs identified 5 initial client scenarios for credit matching assessment. Velocrit conducted onboarding and platform training.
Month 1
Pilot Kickoff
Element CPAs identified 5 initial client scenarios for credit matching assessment. Velocrit conducted onboarding and platform training.
Month 2
First Matches Delivered
Velocrit surfaced R&D credit opportunities for 3 construction clients. Element CPAs presented co-branded savings summaries.
Month 2
First Matches Delivered
Velocrit surfaced R&D credit opportunities for 3 construction clients. Element CPAs presented co-branded savings summaries.
Month 3
First Transactions Closed
Two clients executed credit transactions. Element CPAs earned first advisory revenue with zero compliance burden.
Month 3
First Transactions Closed
Two clients executed credit transactions. Element CPAs earned first advisory revenue with zero compliance burden.
Months 4-6
Expanded Rollout
Partnership expanded to full client base. Element CPAs began including tax credit advisory in all annual planning conversations.
Months 4-6
Expanded Rollout
Partnership expanded to full client base. Element CPAs began including tax credit advisory in all annual planning conversations.
Months 7-12
Ongoing Operations
Steady flow of credit matches, client presentations, and closed transactions. Tax credit advisory became a core firm offering.
Months 7-12
Ongoing Operations
Steady flow of credit matches, client presentations, and closed transactions. Tax credit advisory became a core firm offering.
Ready to Launch Your Own Tax Credit Desk?
See how a Velocrit partnership could work for your firm. Book a short demo to walk through the matching process, partner economics, and a sample client workflow.
Start with a low-risk pilot: review 3–5 client scenarios before broader rollout.