Turn Tax Credit Opportunities Into a New Advisory Revenue Stream
A turnkey tax credit desk for CPA firms that helps clients reduce tax liability while giving your firm a high-value advisory offering without building internal infrastructure.
Tax Credit Dashboard
LiveClient Tax Liability
$485,000
Available Credits
$127,500
Estimated Savings
$15,300
Firm Revenue Share
$3,825
8-12%
Average client savings on GA taxes
$15K+
Minimum qualifying tax bill
1,200+
Credits successfully transferred
The Challenge
Your Clients May Have Tax Liabilities That Could Be Offset — But Most Firms Don't Have a Dedicated Credit Desk
Missed Client Savings
Your clients may qualify for tax credits they don't know about, leaving money on the table every tax season.
Lost Advisory Revenue
Without a tax credit offering, your firm misses a high-margin advisory opportunity that deepens client relationships.
No Internal Bandwidth
Building expertise and infrastructure to source, review, and execute credit opportunities requires staff you don't have.
The Opportunity
Give Your Firm a Differentiated Advisory Offering
CPA firms already own the client relationship. This platform gives you a way to uncover monetizable tax credit opportunities and bring clients proactive savings strategies — without the overhead.
- New recurring advisory revenue
- Stronger client retention
- Competitive differentiation
- No additional tax credit staff required
- Co-branded or white-label delivery available
Partner Value Proposition
Your Role
Identify clients with Georgia tax liability
Our Role
Source, match, and facilitate credit transactions
Result
Clients save on taxes, your firm earns advisory revenue
No upfront investment. Start with a low-risk pilot to validate the opportunity for your firm.
How It Works
Four Steps. No Complexity.
We handle the sourcing, matching, and compliance. You get the savings — and the revenue.
Identify Client Tax Liability
Review your client base for businesses with meaningful Georgia state tax obligations.
Match Eligible Tax Credits
Our AI-powered engine matches available transferable credits to your client's specific liability.
Review Opportunity Together
Walk through the credit match, savings potential, and transaction terms with your client.
Execute & Share Economics
Complete the credit transfer. Your client saves, and your firm earns its revenue share.
Pilot Partnership Overview
Low-risk validation before full rollout
Timeline: Most pilots complete within 2-3 weeks, giving you a clear picture of the opportunity.
Pilot Program
Start With a Low-Risk Pilot
The pilot is designed to prove value before full rollout. We work with you to evaluate a small set of client scenarios, demonstrate the matching process, and project the revenue opportunity.
There's no long-term commitment required. If the pilot doesn't demonstrate clear value for your firm and clients, there's no obligation to continue. Our goal is mutual success.
Revenue Model
Built Around Shared Success
If your firm identifies qualified client opportunities, even a small percentage converting can create meaningful advisory revenue.
Revenue Opportunity Calculator
Assumptions: 20% conversion rate, 0.5% firm revenue share on matched credits
Potential Credit Matches
5 clients
Total Credit Volume
$500,000
Firm Revenue Opportunity
$2,500
Illustrative only. Actual results depend on credit availability, client tax position, transaction terms, and diligence.
Why Partner
Why CPA Firms Partner With Us
We've built the infrastructure so you don't have to.
Turnkey Infrastructure
Everything you need to offer tax credit advisory — without building internal systems or hiring specialists.
Tax Credit Marketplace Access
Direct connection to verified transferable credits through Georgia's film tax credit ecosystem.
Partner-Friendly Economics
Revenue sharing model aligned with your firm's success. You earn when your clients benefit.
Client-First Diligence
Rigorous verification process ensures every credit match meets compliance and legal standards.
Co-Branded Support
Present the offering under your firm's brand with co-branded materials and client communications.
No Upfront Buildout
Start generating advisory revenue without capital investment, new hires, or technology development.
Regional Focus
Built for Growth-Minded Firms in Georgia and the Southeast
Georgia has a strong base of privately held businesses, real estate groups, construction companies, healthcare operators, logistics companies, film-related businesses, and growth-stage companies.
These are exactly the client segments where proactive tax advisory can deepen relationships and demonstrate ongoing value beyond compliance work.
Industries We Serve
If your firm serves business clients with Georgia state tax liability of $15,000+, they may qualify.
See How a Tax Credit Desk Could Work Inside Your Firm
Book a short demo and pilot discussion. We'll walk through the matching process, partner economics, and sample client workflow.
Or email us directly at dowens@mntd.com
FAQ
Frequently Asked Questions
Everything you need to know about partnering with MNTD.
No. It is a partner-enabled tax credit matching and advisory workflow. We connect CPA firms to verified transferable tax credits that can offset their clients' Georgia state tax liabilities.