Find an Opportunity Zone CPA

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.

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Partner CPA: review, sign and file Form 8996 / 8997

Referral

No firm is listed for any state yet. Send the request anyway: it goes to a listed firm that serves all states, or we hold it until one is listed for any state.

Typical fee $750–$1,500 for review-and-sign of your Form 8996 workpapers; full preparation $2,500–$5,000; Form 8997 $150–$300 per investor. The CPA firm engages you directly; QOF Tracker charges the firm a platform fee of $250 per engagement.

Your name Email Phone (optional) Tax yearReturn Form 8996 is filed withExtension filed?ScopeQOZB statements and investor statements are the proposed REG-116506-25 attachments.Investors needing Form 8997Email of the person who signs the returnState (2 letters)Matches you with a firm licensed in your state.Anything else (optional)

QOF Tracker is software, not a CPA firm, and never prepares, signs or files returns. The partner CPA firm engages you directly under its own engagement letter, sets its own fee and is solely responsible for the return. QOF Tracker charges the firm a flat platform fee of $250 per engagement for the introduction and the workpaper hand-off; it is not a share of the firm's fee and does not change your price. Where state accountancy rules require it, the firm gives you its own written disclosure before engaging.

I agree that QOF Tracker may share this request and the details above with its partner firm(s), and I understand QOF Tracker may be paid as described.

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. All adviser categories