ABOUT OPSCALE EXCHANGE
We find the money you didn't know you were missing
Most businesses leave tens of thousands of dollars in unclaimed tax credits, government incentives, and tariff refunds every year. Not because they did anything wrong. Because these programs are complex and easy to miss. We connect you with the specialists who find it.
BACKED BY & TRUSTED BY
OUR MISSION
Connect every business to the experts and programs they've already earned.
To connect every small and mid-sized business with best-in-class specialists who surface, document, and recover the tax credits, government incentives, and tariff refunds they qualify for. We navigate the complexity. You stay focused on running your business.
OUR VISION
A world where no business leaves money on the table.
We envision a future where every business owner has equal access to the expert networks and government programs designed to help them grow. Enterprise-grade expertise should not be reserved for enterprises. The money exists. We make sure you can reach the people who find it.
THE ACCESS ADVANTAGE
Enterprise-grade expertise. Finally accessible to you.
The specialists who recover millions in tax credits and tariff refunds have historically worked with companies that could afford to keep them on retainer. Opscale Exchange changes that equation. By operating at scale across hundreds of businesses simultaneously, we make enterprise-grade expertise accessible to companies like yours at a price that actually makes sense.
THE OLD WAY
Reserved for larger companies
Top credit recovery specialists, trade attorneys, and grant consultants have historically worked with companies that keep large legal and finance teams on staff.
Shared expertise. Full results.
Shared expertise. Full results.
We connect our specialists across hundreds of qualifying businesses at once. That shared volume is what makes world-class expertise affordable for companies your size.
WHAT YOU GET
Enterprise access. SMB pricing.
The same depth of analysis, the same quality of advisors, and the same rigor that larger companies rely on — structured specifically for growing businesses.
OUR VALUES
How we show up for you.
These aren’t words on a wall. They’re how we make decisions, choose our specialist partners, and hold ourselves accountable to every client we serve.
Specificity Over Vague Promises
We connect you with specialists who bring dollar amounts, program names, and timelines — not estimates.
Transparency at Every Step
We tell you exactly how the process works, who you are connected with, what they find, and what to expect. No hidden fees.
We Handle the Complexity
Our network navigates federal programs, state incentives, and tariff schedules on your behalf. You get answers, not homework.
Integrity Over Optimism
We only connect you with programs our specialists believe you genuinely qualify for. We would rather say no than waste your time.
Access for Every Business
These programs were designed for businesses like yours. Access to the experts who find them should not depend on your team size.
AI-Powered Credit Discovery
Our platform uses AI to scan your business profile and proactively identify the credits, refunds, and incentive programs you may be missing. You do not have to know what to look for.
WHY OPSCALE EXCHANGE
The difference you will notice from day one.
There is a lot of noise in the incentive space. Here is what actually sets us apart.
01
We Connect, Not Just Inform
We do not hand you a report and leave you to figure it out. We connect you directly with vetted specialists who handle the filing, documentation, and claims process from start to finish.
02
Free Assessment to Start
Getting started costs you nothing. You will know exactly which programs you qualify for and which specialists are the right fit before any money changes hands.
03
Vetted Specialist Network
Every expert in our network has been reviewed for experience, track record, and specialization. We connect you with the right person for your specific industry and program type.
04
Federal, State and Local Coverage
From federal R&D credits to state enterprise zones to duty drawback claims going back five years, our specialists look across the full landscape.
05
We Speak Human
Our specialists explain every program in plain language. What it is, how it works, and what you need to do to claim it. No jargon, no surprises.
05
Built Around Your Schedule
Our process is designed to be low-friction. You share what you have, our specialists do the heavy lifting, and you get answers, not more questions.
INDUSTRY EXPERTS & ADVISORS
The people behind the platform.
Our advisor network brings decades of combined experience in federal tax law, government grant programs, tariff compliance, and SMB growth. These are the specialists we connect you with.
JM
James Morrison
Federal Tax Credit Specialist
18 years at the IRS and in private practice. Has guided $200M+ in credit claims for manufacturing and tech clients.
- R&D
- WOTC
- ERC
JM
Sandra Reyes
Government Grants Advisor
Former SBIR program officer. Has helped 200+ businesses receive Phase I and II SBIR awards.
- SBIR
- STTR
- USDA
TK
Thomas Kim
Tariff & Trade Law Expert
Trade attorney, 15 years in customs law and duty drawback. Former counsel for $500M+ importers.
- Duty Drawback
- Section 301
LP
Laura Paxton
Clean Energy Incentives Lead
IRA and clean energy credit specialist. Deep expertise in transferable credits under post-2022 federal legislation.
- IRA Credits
- Solar