Introducing our conference sponsors
Capstan
Capstan Tax Strategies is a specialist tax consulting firm that helps business owners, real estate investors, and CPA firms identify and claim complex tax incentives. Based in Dresher, Pennsylvania, the firm combines engineering expertise with tax knowledge to deliver rigorous, IRS-compliant work.
Its core services include cost segregation studies, R&D tax credits, and energy-efficient tax incentives such as the 179D deduction, investment tax credits, and EV charging station credits. The firm works across a wide range of sectors including real estate, manufacturing, architecture, engineering, software, and technology. capstantax
Capstan places particular emphasis on accuracy and documentation, with a multi-disciplinary team of engineers, tax attorneys, and analysts delivering work built to IRS standards. The firm also partners closely with CPAs, integrating into existing client workflows and providing the technical backing that advisors need to deliver specialist advice with confidence.
Tri-Merit - Specialty Tax Professionals
Tri-Merit is a specialty tax firm that helps CPA firms, business owners, and engineering firms identify and claim complex tax incentives with accuracy and confidence. Headquartered in Schaumburg, Illinois, the firm operates as a referral partner for accounting practices looking to extend their offering without adding headcount.
Its core services include R&D tax credits, cost segregation studies, Section 179D energy-efficient building deductions, renewable energy tax credits, the 45L tax credit for residential developers, and Employee Retention Credit verification. tri-merit
Tri-Merit's engineer and CPA-led team focuses on delivering precise, audit-ready documentation for complex incentives, with an emphasis on responsiveness and supporting long-term client relationships.
Datasnipper - Accelerated productivity for Audit and Finance
DataSnipper is transforming data in the audit and finance industry. Founded in 2017, DataSnipper provides audit and finance teams with an intelligent automation platform to drastically increase the quality and efficiency of audit and finance procedures. DataSnipper is used by over 500,000 audit and finance professionals in 125+ countries and serves all four of the largest global auditing firms: Deloitte, Ernst & Young (EY), KPMG, and PricewaterhouseCoopers. DataSnipper is the fastest-growing tech company in the Netherlands and raised $100 million in Series B, led by Index Ventures at a $1 billion valuation.