Opportunity Reports:Go beyond compliance.
In today’s competitive landscape, standard compliance services aren’t enough. True growth happens when you can reveal the unseen – tax credits, incentives, and economic opportunities precisely matched to your clients’ unique business profiles.
Deliver tax incentives – without the extra work
Today’s firms need more than technical expertise – they need to be seen as strategic partners. Our reports uncover relevant federal, state, and local incentives that align with your client’s industry, location, and growth stage, helping you spark meaningful conversations and support long-term planning.
We use a proprietary database of thousands of programs to generate a tailored list of potential credits, grants, and incentives. Each report is carefully researched and personalized – no generic lists or surface-level suggestions.
The Benefits:
Drive Real, Measurable Results
Opportunity Reports are built to uncover incentives that create meaningful financial impact for your clients – not just theoretical savings.
Recent examples include:
- $10M state tax credit for a manufacturing firm
- Utility savings across multiple locations
- $936K federal credit for a real estate project
Support Strategic Conversations
These reports help you stand out during key client interactions – from onboarding to growth planning – by adding proactive insight to your guidance.
Use them to enhance:
- Proposals for new clients
- Onboarding and first-year planning
- Annual check-ins and strategy sessions
- Major growth or location changes
Let's set you up for success.
Cultivate Growth.
Each report is just $99, with your first three complimentary – making it easy to deliver high-value insights without straining your team’s time or resources.
Our team handles the research, delivers a customized report, and supports you in presenting these opportunities to clients. You maintain full control of the client relationship while delivering extraordinary value.
The Growth Partnership works alongside thousands of accounting firms nationwide to identify and substantiate valuable tax incentives. We respect your client relationships and preferred service providers – our goal is simply to help you deliver exceptional value.
Easy to Access, Simple to Deliver.
Getting started requires minimal effort but yields remarkable results. Simply provide basic client information:
- Company name and website
- Business location
- Industry sector (NAICS code when available)
- Employee count
- Annual revenue