CPA Firm Client Retention Strategies

We’ll help you protect your client base from encroaching competitors with white label tax minimization services.

There’s not a day that goes by that your competitors aren’t trying to poach your clients.

What is the best way to keep your commercial property owner client roster intact? Keep your clients happy with a continuous stream of tax savings and tax minimization strategies.

That’s why you should consider a partnership with CSP 360. We’ll help you identify and capture every single penny of tax advantage that we can, and we’ll do it in the background. That means you can white or private label our work and take all of the credit for delighting your clients.....and keep them from switching to another CPA firm.

Contact us hereto learn more about our exclusive strategic partnership program, or call us at (800) 591.0148 Toll free.

ABOUT US: CSP360, headquartered in Buffalo, New York, is one of the nation's leading providers of cost segregation and tax minimization services including tangible property regulation compliance, IRC 179D/45L energy efficiency studies, research tax credits, 263(a) maintenance repairs, fixed asset depreciation review and 179d analysis/45L to cpa, accounting and chartered accounting firms across the United States. Through our CPA Partnership Program we provide services to their qualified clients who have constructed, bought, expanded or remodeled real estate. We are affiliated with Freed Maxick CPAs, P.C., a Top 100 Firm in the United States, and have been providing cost segregation studies for over twenty years.