One Eagle Advisory
One Eagle Advisory is a Beaverton, Oregon-based tax advisory firm that helps U.S. SMBs, nonprofits, and importers recover funds from ERC, IEEPA tariffs, R&D credits, energy incentives, and California wildfire insurance claims through contingency and fee-based engagements.
- Company typePrivate
- Founded2021
- HeadquartersBeaverton, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What One Eagle Advisory does
One Eagle Advisory LLC is a Beaverton, Oregon-based compliance solutions and tax advisory firm that helps U.S. businesses and nonprofit organizations recover funds from complex government incentive programs. The company's core service portfolio centers on Employee Retention Credit (ERC) recovery — including buyouts, audit defense, voluntary disclosure, PEO refund recovery, and litigation assistance — alongside IEEPA tariff duty refund recovery (covering both direct importers and downstream buyers), R&D tax credits, cost segregation studies, 45L renovation credits, and 179D green incentives. More recently, the firm has expanded into California wildfire insurance claims assistance under a contingency 'no fees unless you win' model.
The underlying technology layer is modest: the firm relies on a network of CPA and Tax Attorney partners for eligibility analysis, audit response, and legal representation, and on IRS-approved third-party energy modeling software (Ekotrope, REM/RATE, EnergyGuage, EnergyPro, Micropas) for 45L and 179D certification. The firm also offers ERC buyout and advance funding (70–90% of claim value upfront) and works with approved lending partners to provide advance capital against expected R&D credits. There is no proprietary platform or disclosed AI capability.
The business model combines contingency-based claims recovery (transaction fees on successful ERC, tariff refund, and wildfire recoveries) with fee-based professional services (advisory, documentation, and audit support). Go-to-market is sales-led and inside-sales driven, using a content-rich website, SEO, organic social (Facebook, Instagram, LinkedIn), webinars, and a 'Refer & Earn' program; CPA and Tax Attorney partners serve as both delivery mechanism and referral channel. Customers are predominantly SMBs and 501(c)(3) nonprofits across healthcare, education, construction, hospitality, personal services, and import/supply chain, served exclusively in the U.S. market from a single Beaverton headquarters.
One Eagle Advisory firmographics
Firmographics- Name
- One Eagle Advisory
- Legal name
- One Eagle Advisory LLC
- Website
- https://oneeagleadvisory.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- One Eagle Advisory is a Beaverton, Oregon-based tax advisory firm that helps U.S. SMBs, nonprofits, and importers recover funds from ERC, IEEPA tariffs, R&D credits, energy incentives, and California wildfire insurance claims through contingency and fee-based engagements.
- Ownership category
- akta.pro rank
One Eagle Advisory industry classification
Industry- Product category
- Tax Credit Advisory & Government Incentive Recovery
- NAICS
- Insurance Agencies and Brokerages (524210)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Enterprise Risk Management (ERM) Advisory (BPAHAFAA)
Keywords
Where One Eagle Advisory is headquartered
LocationHeadquarters
- HQ city
- Beaverton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
One Eagle Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Contingency-Based Claims Recovery: Primary revenue stream from contingency fees on successful government incentive recoveries (ERC, tariff refunds, wildfire claims). The company operates on a 'No fees unless you win' model for wildfire claims, suggesting a contingency fee structure across other recovery services as well.
- Professional Consulting Services: Fees for advisory services including R&D tax credit assistance, cost segregation studies, 179D green incentive consulting, and ERC audit/litigation support. Billed for compliance, documentation preparation, and tax preparer coordination.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial consultation for all prospects |
| Transaction based/ take rate | Pay-as-you-go | ERC Buyout / Advance — discounted lump sum |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
One Eagle Advisory product offering
Product offeringCore offering
One Eagle Advisory is a tax advisory and compliance solutions firm that helps U.S. businesses and nonprofits recover and optimize government incentives, including Employee Retention Credits (ERC), IEEPA tariff refunds, R&D tax credits, energy efficiency credits (45L, 179D), and cost segregation studies. The firm also provides IRS audit defense, ERC litigation assistance, ERC buyout/advance funding for immediate liquidity, and no-fee contingency-based California wildfire insurance claim recovery.
Product overview
One Eagle Advisory is a compliance solutions and financial advisory firm offering a portfolio of specialized tax credit and incentive recovery services. The core offerings center on Employee Retention Credit (ERC) services including buyouts, audit support, and litigation assistance, complemented by tariff refund recovery, R&D tax credits, and energy efficiency incentives (45L, 179D). The firm provides both advisory services and funding solutions (ERC buyouts/advances) to help businesses access capital from government incentive programs.
Differentiator
Problem solved
Functional benefit
Products and services
- Tariff Refund Recovery Services
Quantifiable outcome
- ERC credit potential of up to $26,000 per employee for businesses impacted by COVID-19
- +4 more outcomes
Companies that use One Eagle Advisory
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles5 records
One Eagle Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
One Eagle Advisory partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- CPA PartnerscoreCPA partners review client records, perform ERC eligibility analysis, identify documentation requirements, and assist with IRS communication during ERC audits and compliance reviews.
- Tax Attorney PartnerscoreTax attorney partners provide legal representation for ERC disallowance appeals, litigation support, and IRS Letter 105C/106C/6577C response preparation. They assist clients in filing protests and pursuing legal action when claims are denied.
- IRS-Approved Energy Modeling Software Providers (Ekotrope, REM/RATE, EnergyGuage, EnergyPro, Micropas)supportingIRS-approved third-party modeling software used to certify energy efficiency for 45L renovation credits and 179D green incentives, ensuring compliance with IRS certification requirements.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
One Eagle Advisory competitors and assessment
Company assessmentBroad incumbents
- Avalara: Public tax compliance automation company serving businesses of all sizes with sales tax, VAT, and broader tax calculation software. Operates as a broad incumbent in the tax compliance category that overlaps with One Eagle Advisory's SMB-focused advisory work.
- CBIZ, Inc. Public professional services firm providing tax, advisory, and government incentive consulting to SMBs and mid-market companies. Comparable to One Eagle Advisory's broader advisory and tax credit services, though operating across many more service lines.
- Ryan, LLC: Large global tax services and software firm with deep practices in R&D credits, cost segregation, and energy-efficiency incentives (45L/179D). Comparable to One Eagle Advisory in the tax credit advisory category but operating at much greater scale and as a broad incumbent across the full tax stack.
- KPMG Tax (U.S. ERC and Credits practice): Big Four tax practice with substantial ERC, R&D, and energy credit advisory teams serving larger corporate clients. Comparable category of work to One Eagle Advisory, though focused on enterprise customers and global engagements.
Direct peers
- ERC Today: Specialist ERC advisory firm that helps SMBs evaluate, file, and defend Employee Retention Credit claims. Direct competitor to One Eagle Advisory in the ERC recovery and audit support category, targeting the same SMB and nonprofit segments.
- Innovation Refunds: ERC-focused advisory and buyout firm offering upfront advances against pending Employee Retention Credit claims. Directly comparable to One Eagle Advisory's ERC Buyout & Advance product and overall ERC recovery proposition.
- Vertical7: Tax credit and government incentive advisory firm specializing in R&D credits, cost segregation, and energy-efficiency incentives (45L/179D). Comparable to One Eagle Advisory across the non-ERC incentive portfolio with similar SMB and mid-market customer focus.
- Tax Pros of America: ERC and tax credit specialist firm offering claim preparation, audit support, and contingency-based recovery. Direct peer to One Eagle Advisory on the SMB-focused ERC and government incentive recovery proposition.
- Adams Keegan (ERC/tax credit practice): PEO and HR services firm that includes ERC advisory and recovery work for SMB clients. Comparable to One Eagle Advisory on PEO-related ERC refund recovery and on serving SMB clients across the ERC opportunity.
Others
- Credit Karma Money (Tax & Refund Adjacent): Consumer finance platform with tax filing and refund-advance offerings; not a direct competitor but adjacent in providing upfront liquidity tied to tax and government refund events similar to One Eagle Advisory's ERC buyout/advance product.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks1 record
Key highlights7 records
Customer concentration
One Eagle Advisory social profiles
Digital presenceOne Eagle Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
One Eagle Advisory leadership team
Management profileNumber of profiles
One Eagle Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
One Eagle Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about One Eagle Advisory
What does One Eagle Advisory do?
One Eagle Advisory is a tax advisory and compliance solutions firm that helps U.S. businesses and nonprofits recover and optimize government incentives, including Employee Retention Credits (ERC), IEEPA tariff refunds, R&D tax credits, energy efficiency credits (45L, 179D), and cost segregation studies. The firm also provides IRS audit defense, ERC litigation assistance, ERC buyout/advance funding for immediate liquidity, and no-fee contingency-based California wildfire insurance claim recovery.
Is One Eagle Advisory a public or private company?
One Eagle Advisory is a private company. It is classified as unknown and is currently operating.
When was One Eagle Advisory founded?
One Eagle Advisory was founded in 2021. It employs 1 to 10 people.
Where is One Eagle Advisory based?
One Eagle Advisory is headquartered in Beaverton, United States, in the North America region.
How does One Eagle Advisory make money?
Two revenue lines are on record. Contingency-Based Claims Recovery is the primary driver. The others are professional Consulting Services.
Who are One Eagle Advisory's main competitors?
Broad incumbents on record are Avalara, CBIZ, Inc., Ryan, LLC and KPMG Tax (U.S. ERC and Credits practice). Direct peers are ERC Today, Innovation Refunds, Vertical7, Tax Pros of America and Adams Keegan (ERC/tax credit practice). Credit Karma Money (Tax & Refund Adjacent) is listed as an others.
Does One Eagle Advisory have an API?
No public API is recorded for One Eagle Advisory.
What industry is One Eagle Advisory in?
One Eagle Advisory's product category is Tax Credit Advisory & Government Incentive Recovery. Its primary akta.pro industry code is BPAHAFAA, Enterprise Risk Management (ERM) Advisory. Its NAICS code is 524210 and its SIC code is 6282.