Opportunity Zone adviser directory

0 listed firms: CPAs, attorneys, valuation and cost-segregation specialists, fund administrators and more, by state and specialty.
Listings are advertising, not recommendations. Featured listings are paid placements ($199/month); basic listings are free. Order is paid placement first, then alphabetical. FundTaxes does not vet, rank or endorse any firm.

CPAs and tax advisers

No listings yet · CPAs and tax advisers who prepare Form 8996 and 8997, run the semiannual 90% test, keep QOZBs compliant and handle fund accounting and K-1s.

Attorneys

No listings yet · Entity formation, operating agreements and working-capital plans.

Valuation firms

No listings yet · Independent valuations of QOF interests, fund assets and QOZBs for the 90% test and the 2026 inclusion.

Cost-segregation specialists

No listings yet · Cost-segregation studies for substantially improved QOZ business property.

Property-tax consultants

No listings yet · Assessment appeals for property held by QOFs and QOZBs.

Fund administrators

No listings yet · Fund accounting, investor reporting and K-1s for Opportunity Zone funds.

Qualified intermediaries

No listings yet · 1031 exchange accommodators who also handle QOF-bound gains.

Tax-credit specialists

No listings yet · Low-income housing, new markets, historic and energy credits layered on Opportunity Zone deals.

Other advisers

No listings yet · Consultants, brokers and advisers who do not fit another category.

Advise Opportunity Zone funds?

A basic listing is free. Featured placement is a flat $199 per month. Listings are reviewed before they appear. See the two tiers

FundTaxes is software, not a CPA or law firm, and nothing on this page is tax or legal advice. Listing fees are flat amounts set in advance and do not depend on whether you engage a firm or what it charges you.