Unlock Hidden Incentives for Your Clients

Provide your clients with a personalized report of economic incentives and tax credit programs, researched by experts and powered by advanced technology.

With Engineered Opportunity Reports, accountants, CPAs, and finance professionals, can easily offer proactive, strategic opportunities that enhance client relationships and showcase expertise as a forward-thinking and value-added advisor.

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Engineered Opportunity Report Sample

Powered by the technology of Subcity, now delivering Engineered Opportunity Reports!

Driving Real Financial Impact

See the tangible benefits Engineered Opportunity Reports can uncover for your clients.

2000+
Programs in Our Database
1000s+
Personalized Incentive Reports Generated
$20M+
Claimed Incentives

Who Benefits Most from Opportunity Reports?

Engineered Opportunity Reports are ideal for companies poised for growth and seeking strategic financial advantages.

Growing Companies

Companies in expansion mode—hiring, acquiring equipment, or investing in property—stand to gain substantially from incentive programs highlighted in our reports.

Especially impactful for businesses within manufacturing, biotechnology, and software development sectors. These companies can leverage significant tax advantages.

Proven Financial Impact

Our reports have a track record of success, helping clients identify and secure tens of millions of dollars in incentives over the last four years.

Maximize your clients' financial strategies with our expert-backed opportunity insights. Our dedicated team provides ongoing support throughout the process.

Real-World Successes

  • $10M+ state tax credit for a soap manufacturer
  • $100K+ Southern California Edison utility rate discount
  • $936K+ federal tax credit for a real estate developer
These are just a few examples of the significant financial benefits our clients have secured through our customized Opportunity Reports by Engineered Tax Services.

See What an Engineered Opportunity Report Delivers

Our expertly compiled reports offer a clear pathway to potential economic incentives and tax credits relevant to your clients.

  • Comprehensive Analysis: In-depth review of all applicable local, state, and federal tax incentives.
  • Extensive Database: Powered by Subcity's expansive program database for unparalleled coverage.
  • Risk-Free & Informative: A complimentary service with absolutely no obligation to proceed further.
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Sample Engineered Opportunity Report

Frequently Asked Questions

Everything you need to know about Engineered Opportunity Reports and how they can benefit your firm and clients.

When are these reports generated?

Engineered Opportunity Reports are strategically valuable at several key junctures:

  • During new business pitches to demonstrate value proposition
  • As part of new client onboarding to add immediate value
  • For annual or biannual client reviews to ensure ongoing optimization
  • On-demand for opportunistic, client-specific requests
What is the cost?

Requesting a personalized Opportunity Report comes with no financial cost to start for the first five reports. We are committed to promoting tax equality for businesses, aiming to broaden access to vital programs—often overlooked by smaller enterprises in favor of larger corporations. After the first three reports, the cost is $99 per Engineered Opportunity Report. We also have enterprise pricing available for larger CPA/accounting firms and partners who want branded reports and other enterprise features.

How do we work together on this?

ETS partners with thousands of accounting and CPA firms nationwide, providing specialized expertise in engineering-based tax incentives. As a fully licensed engineering firm, we collaborate closely with you to ensure studies are compliant with evolving regulatory standards.

You maintain your client relationships and tax filing responsibilities. Post-report review, you decide the next steps. Whether you prefer in-house program fulfillment or have trusted providers, we fully support your approach. We also offer access to a vetted network of tax specialists for programs we don't handle internally.

What types of incentives are typically included?

Our Engineered Opportunity Reports cover a wide range of potential incentives across multiple categories:

  • Tax Credits & Abatements: Federal, state, and local tax incentives
  • Grants & Subsidies: Direct financial assistance for qualifying activities
  • Financing Programs: Low-interest loans and special financing options
  • Utility Discounts: Energy and water rate reduction programs
  • Training Funds: Employee development and workforce grants
  • R&D Incentives: Research and development tax credits

Simple Steps to Your First Opportunity Report

Initiate your clients' journey to uncovering significant incentives with a straightforward process.

1. Provide Basic Client Information

Simply fill out our short form with essential client details to kickstart your Engineered Opportunity Report request. While company name, website, and address is the bare minimum we need, industry, employee, and revenue helps refine opportunity targeting.

2. Receive Your Tailored Report

Our expert team will analyze the provided data to compile a bespoke Engineered Opportunity Report specifically for your client.

3. Review Opportunities

Present the detailed findings to your client, highlighting the most valuable incentives aligned with their business goals.

Empower Your Clients to Maximize Available Incentives

Request your complimentary, custom-Engineered Opportunity Report today and start delivering even greater value.

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Engineered Opportunity Report Example

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