- About Align
How We Work
We built this firm around one idea: the relationship matters more than any
single number, and the number only matters if we’d stake our name on
every detail behind it. Here’s what that looks like, from the first
conversation to the final deliverable.
We built this firm around one idea: the relationship matters more than any single number, and the number only matters if we’d stake our name on every detail behind it. Here’s what that looks like, from the first conversation to the final deliverable.
The Align Tax Consulting Team at Work
- Our Process
From first conversation to final deliverable
Every engagement follows the same four steps, not because we’re rigid about process,
but because it’s the only way we’ve found to earn the kind of trust a specialty tax claim requires.
Every engagement follows the same four steps, not because we’re rigid about process, but because it’s the only way we’ve found to earn the kind of trust a specialty tax claim requires.
01
Discover
A no-cost feasibility review scoped against your client’s specific facts (property type, R&D activity, or utility usage) before any engagement begins.
02
Analyze
Our technical team conducts the study: site documentation, cost allocation or activity testing, and modeling to the applicable IRS standard.
03
Document
We prepare an audit-ready workpaper package, the same standard we’d want to see if it was our own business, with every classification and calculation substantiated.
04
Deliver
Your firm receives a filing-ready package: workpapers, calculations, and documentation formatted for your review and integration into the return.
- Technology Advantage
You shouldn't have to just take our word for it
The output is only as reliable as the process and data behind it. Here’s what powers
ours.
The output is only as reliable as the process and data behind it. Here’s what powers ours.
Engineering-grade modeling
Our cost segregation studies use proven methods that meet the highest industry standards. We base every study on detailed analysis and documentation, not spreadsheet estimates or shortcuts.
AI-assisted precision, human-led review
We use AI-powered document analysis to cross-reference invoices, contracts, and source records against every tax position at a scale manual review can’t match, catching discrepancies faster and with fewer gaps. The technology handles volume; it doesn’t make the call. Every finding still goes through a technical team member who understands your specific facts before anything reaches you.
Audit-ready documentation
We prepare every deliverable to the same standard we’d expect for our own business. Each study includes clear workpapers, source support, and a documented methodology built to stand up to examination.
- Partnering With Us
Built to sit alongside your CPA, not replace them
We know handing a client relationship to another firm, even for one piece of the work,
isn’t something a CPA does lightly. Here’s what that looks like for you and your
clients.
We know handing a client relationship to another firm, even for one piece of the work, isn’t something a CPA does lightly. Here’s what that looks like for you and your clients.
CPA-aligned by design
We operate as a technical execution partner, not a competing advisor. Specialty tax is our full-time focus; your firm retains the advisory relationship and final sign-off.
One point of contact
A dedicated technical lead owns your engagement from feasibility review through filing-ready delivery, with no handoffs and no re-explaining the client’s facts.
Performance-based options
On several services, fees are structured around realized results. If a study doesn’t substantiate savings, the review costs your client nothing.
Want to Learn more about our team?
Start with a free feasibility review. We’ll tell you honestly, even if the honest
answer is no.
Start with a free feasibility review. We’ll tell you honestly, even if the honest answer is no.