What Royse Partners does

Royse Partners is a boutique professional services firm specializing in specialty federal and state tax credits and incentives, founded in 2021 in Columbus, Ohio with a secondary office in Houston, Texas. The firm's core offering is the R&D Tax Credit service (Sections 41 and 174), supported by adjacent specialty credits including Section 179D commercial energy efficiency deductions, Section 45L residential energy efficient home credits, Cost Segregation studies, ERC Forensic Review, WOTC, and complementary business advisory (Energy Consulting for petroleum clients and Management Consulting). Services are delivered through human-led consulting engagements rather than software, using a proprietary three-layer review process (project manager, senior reviewer, in-house legal) and IRS-approved energy modeling software for 45L and ASHRAE 90.1-compliant modeling for 179D.

Revenue is generated through project-based professional services fees charged to mid-market and enterprise clients in manufacturing, software/technology, commercial real estate, residential development, CPA firms, energy/petroleum, and engineering/architecture verticals. Pricing is quote-based with no publicly disclosed rates; customer acquisition combines direct sales (website, phone, free consultations) with a formal CPA Partner Program that channels accounting-firm referrals into the firm while Royse handles end-to-end study delivery. The leadership team is co-founded by President Patrick Moran (former national tax firm consulting group leader whose prior practice generated over $1 billion in revenue) and Tristan Kozel (VP Finance & Administration), with senior personnel including two VPs/General Counsel, a VP of Tax Incentives, a Director of Operations, and a Practice Leader for Real Estate & Green Energy.

The firm competes on regulatory and domain expertise rather than technology, with differentiators centered on a multi-disciplinary team of engineers, CPAs, and attorneys, audit-defensible documentation processes, and the ability to identify retroactive credits across up to three open tax years. No external funding has been disclosed, the firm is privately held, and customer logos are not publicly named.

Name

Royse Partners

Legal name

Royse Partners Limited

Website

https://roysepartners.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Royse Partners is a Columbus-based boutique tax consulting firm specializing in R&D tax credits, Section 174/179D/45L, ERC forensic review, and energy consulting for manufacturing, software, real estate, and energy sector clients across the United States.

Ownership category

akta.pro rank

Product category

Tax Consulting

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Business Valuation & Litigation Support (BPAHABAK)

akta.pro secondary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

Keywords

• Tax credit consulting
• R&D tax credits
• Tax incentive advisory
• Cost segregation studies
• Energy consulting services

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Credit Consulting Services: Professional services fees for conducting R&D tax credit studies, Section 174 analyses, Section 45L and 179D incentive claims, Cost Segregation studies, ERC forensic reviews, and WOTC assistance. Revenue generated through project-based consulting engagements with businesses seeking to identify and claim tax credits and incentives.
2. Energy Consulting: Engineering and analytical consulting for petroleum and energy sector clients including economic evaluations, reserve assessments, production forecasting, land evaluations, and operational support services.
3. Management Consulting: Business advisory services covering strategy, operations, finance, corporate compliance, and information technology. Project-based engagements to help organizations identify areas for improvement and implement solutions.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Royse Partners delivers expert consulting services to identify, claim, and substantiate federal and state tax credits and incentives (R&D tax credit, Section 174, 179D, 45L, WOTC), plus cost segregation, ERC forensic review, energy consulting, and management consulting. Engagements cover qualification assessment, documentation, study preparation, multi-layer legal review, and ongoing audit support for U.S. businesses across manufacturing, software, real estate, and energy sectors.

Product overview

Royse Partners is a boutique specialty tax consulting firm offering a portfolio of interconnected tax credit and incentive services. The core offering is the Research & Development (R&D) Tax Credit service, supplemented by Section 174 Analysis, Section 179D Tax Deduction, Cost Segregation, Section 45L Tax Credit, ERC Forensic Review, and Work Opportunity Tax Credit (WOTC) services. Additional offerings include Energy Consulting for the petroleum sector and Management Consulting for business advisory. These services are delivered through expert human consultants using manual processes, rather than as a software platform or automated tool.

Differentiator

Problem solved

Functional benefit

Products and services

• Research & Development (R&D) Tax Credit Federal and state tax credit consulting service that helps businesses identify and claim dollar-for-dollar credits for R&D activities including product development, process improvements, software integration, and prototype development, with multi-layer review including in-house legal counsel.
• Section 174 Analysis Compliance analysis service for IRC Section 174 requirements covering capitalization and amortization of research and experimentation expenditures over 5 years for domestic and 15 years for foreign expenses, with precise amortization schedules for tax professional filings.
• Section 45L Tax Credit Energy-efficient home credit service for residential developers and builders, offering tax credits up to $5,000 per dwelling unit for ENERGY STAR or Zero Energy Ready Home certified properties, supported by certified HERS rater inspections and IRS-approved software energy modeling.
• ERC Forensic Review Compliance review service that assesses previously filed Employee Retention Credit claims through a four-step forensic process (Discovery meeting, ERC Study Assessment reviewing prior filings and substantiation, Determination of claim validity, and Solutions recommendations) to align with IRS guidelines.
• Work Opportunity Tax Credit (WOTC) Federal tax incentive program service helping employers claim credits for hiring individuals facing barriers to employment, including veterans, SNAP recipients, TANF recipients, and formerly incarcerated persons, with potential credits of $1,200 to $9,600 per eligible employee.
• Section 179D Tax Deduction Energy-efficient commercial building tax deduction service for property owners and designers implementing energy-saving improvements in lighting, HVAC/hot water systems, and building envelope, offering deductions up to $5.65 per square foot using ASHRAE 90.1-compliant energy modeling.
• Cost Segregation Tax strategy service that analyzes commercial properties to identify and reclassify assets into shorter depreciation categories, accelerating depreciation to reduce tax liabilities and improve cash flow for recently acquired, constructed, or renovated properties.
• Energy Consulting Petroleum and energy sector consulting service providing economic evaluations, reserve estimations, production forecasting, land evaluations, completions design, environmental impact studies, and operations management for oil and gas operators in Permian, Appalachian, and Denver Julesburg Basins.
• Management Consulting Business advisory and operational consulting service helping organizations optimize strategy, operations, finance, corporate compliance, and information technology for improved performance.

Quantifiable outcome

• Mid-sized auto parts manufacturer with $5M in annual qualifying R&D wages could generate approximately $350,000-$500,000 in federal R&D tax credits annually, plus potential state credits.
• +3 more outcomes

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• KBKG: Boutique specialty firm focused on R&D tax credits, Section 174 compliance, cost segregation and 179D/45L studies, serving manufacturers, software developers and CPA firms — closely mirroring Royse's credentialed-engineer plus tax-professional delivery model and CPA referral channel.
• Alliantgroup: One of the largest U.S. specialty tax credit and incentives consulting firms, with a heavy focus on R&D tax credits, Section 174 analyses, cost segregation, and energy incentives for mid-market manufacturers, software firms and engineering companies — directly overlapping with Royse Partners' core service set and target segments.
• taxcenture (formerly K1x): Specialty R&D tax credit, Section 174, 179D and cost segregation firm with a CPA-partner channel, similar in service mix and target customer to Royse Partners.

Emerging players

• Ryder Scott Company: Specialty petroleum engineering consulting firm providing reserve evaluations and production forecasting — comparable to Royse's petroleum energy consulting line for clients operating in the Permian, Appalachian and DJ basins.

Broad incumbents

• RSM US: Large mid-market-focused accounting firm with an established R&D tax credit and credits/incentives practice serving manufacturers and software firms — same customer type and tax-credit services as Royse, but bundled into a full-service firm.
• BDO USA: Top-tier accounting firm with a sizeable specialty tax incentives practice covering R&D, 179D and cost segregation; competes for the same mid-market manufacturers and tech clients but as part of a much broader audit, tax and advisory portfolio.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and advisory firm with specialty tax credit services for middle-market manufacturers, construction and real estate clients — overlapping with Royse's mid-market go-to-market.
• CohnReznick: National advisory and accounting firm with a dedicated Credits & Incentives practice covering R&D, 179D, 45L and cost segregation — competing for the same real estate, construction and manufacturing clients as Royse Partners.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/royse-partners-limited
• Facebookfacebook.com/RoysePartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Royse Partners