The QOF compliance platform
clients assume you already have.
Form 8996 and 8997 filings, asset test tracking, and the new OBBBA reporting taking effect January 1, 2027. OZXpro deploys inside CPA practices serving Qualified Opportunity Funds. White-label or co-branded. Audit-defensible. Scalable. Billable.
Your tax practice is doing this work today. Without a tool.
Every QOF client in your book requires the same labor. Monthly snapshots of qualifying assets. Working capital safe harbor documentation. NQFP testing. Form 8996 prep at year-end. Form 8997 reconciliation for every investor. Your firm is now absorbing compliance risk it may not have priced for.
Most firms handle this in spreadsheets, in partner heads, in carefully formatted Word documents that get version-controlled by file name. The process works, mostly. It does not scale. It does not survive a partner change or produce the documentation trail an IRS examiner will ask for.
On January 1, 2027, the One Big Beautiful Bill Act makes Opportunity Zones permanent and brings a new reporting regime under sections 6039K and 6039L. Penalties have no statutory cap. Your engagement letter is the document the IRS reads.
Run the numbers on a representative client
90% Asset Bleed
Disqualification Penalty
+
Three benefits, sized to your practice
Annual Platform Subscription
YOUR FIRM'S BRANDED PLATFORM
White-label or co-branded. Your logo, your colors, your URL. Your Clients will see your firm's work product, not ours.
Implementation Services
SETUP, MIGRATION & TRAINING
We migrate your existing QOFs, configure your branding, and train the staff who do the work. Live in weeks.
OZXpro Success Plan
OZ SPECIALIST ON RETAINER
Audit defense, OBBBA interpretation, and the hard questions that do not have clean answers in the regs.
What your QOF clients actually see
90% Asset Test - Live
Form 8996 + 8997, prefilled
Documented
The IRS' required fields populated from your live data, ready for review.
Pass / fail status, computed against your latest QB sync. No spreadsheet recalculation.
Every document, decision, and valuation logged to the day. Retrievable in seconds.
January 1, 2027
The Opportunity Zone program becomes permanent. The new reporting regime begins.
Qualified Opportunity Funds that file Form 8996 and Form 8997 today will face a fundamentally heavier compliance burden under the One Big Beautiful Bill Act. Economic Innovation Group projects a wave of new fund formation starting in 2027 as deferred investments unwind and new five-year horizons open. Every CPA firm with a real estate or private funds practice will be inside this regime by next tax season. The firms that are ready will price accordingly.