Partner With Algorithm+
Built to Work Alongside Your Firm
Algorithm+ partners with CPA firms, Enrolled Agents, and other strategic advisors nationwide to identify specialized federal and state tax incentive opportunities for their clients.
For CPAs & Strategic Advisors
Specialized Tax Expertise That Expands What You Can Offer
Your clients may have opportunities in areas that require engineering analysis and documented technical support. We bring that capability to your engagements, and the work stays under your relationship.
R&D Tax Credits
Qualifying research activities identified and documented for federal and state credit claims.
Cost Segregation
Engineering-based studies that reclassify building components for shorter recovery periods.
Fixed Asset Review
Depreciation adjustments, misclassifications, and retirement losses within fixed asset records.
Tariff Recovery
Importers that paid qualifying tariffs may have opportunities to recover previously paid duties.
How Partnership Works
A Collaborative Working Relationship
Our partnership approach is collaborative, straightforward, and designed to complement your existing services.
Identify
the right opportunities
We work with your team to identify clients and situations that may benefit from specialized tax strategies.
Assess
the potential
Algorithm+ reviews potential opportunities and helps determine where further analysis may be worthwhile.
Support
you and your client
When an opportunity moves forward, we work collaboratively with your firm and the client to provide the specialized analysis, documentation, and support required.
Let’s Work Together
Let’s Explore How We Can Work Together
Have a specific client opportunity in mind, or interested in partnering with Algorithm+?
Reach out to John O’Malley, Managing Partner of Strategic Partnerships, by phone or email, or send us a message using the form.
Connect With John
John O'Malley
Managing Partner | Strategic Partnerships
John leads the firm’s strategic partnerships, business development, and professional relationships, working closely with business owners, CPAs, accounting firms, and other advisors to identify specialty tax opportunities and connect them with Algorithm+ technical resources.
His relationship-driven approach has helped build a nationwide network of clients and strategic partners around one core philosophy: Algorithm+ works alongside a client’s existing CPA and advisory team, not in place of them.
Send a Message
Bring Specialty Tax Capability To Your Next Engagement
Let’s explore where your clients’ data may reveal opportunities and how Algorithm+ can support the work alongside your firm.