Opscale Exchange Information

Opscale Exchange is the home of the Specialty Tax Desk. The Specialty Tax Desk lets CPA and tax firms offer specialty tax credits to the business clients they already serve, without hiring specialists or building a review function. How it works • Your firm uploads client documents and tracks progress from your own desk. • Our specialists perform and sign the study and build the substantiation file. • You keep the client relationship and sign the return you already sign. • Your firm is paid for its role on every engagement. Programs on the Desk • R&D tax credit, federal and state • Cost segregation • FICA tip credit • More state and federal programs added regularly Who it's for Independent CPA and tax firms with 50 or more small-business clients. The Desk was built by operators who ran large-scale retail tax operations and know how full a firm's book gets between deadlines. Tariff refunds for importers Opscale Exchange also helps U.S. importers of record recover IEEPA tariffs. Our monthly tariff webinar walks through how refunds actually get collected. See what your book is worth: go.specialtytaxdesk.com Featured in Top 100 Innovators & Entrepreneurs Magazine, 2026. Duty to Serve.