The system of record
built to defend your QOF.
Form 8996 and 8997 filings, live asset test tracking, and the new OBBBA reporting taking effect January 1, 2027. One platform, one audit trail, whether you are the CPA firm that files or the fund that answers.
I RUN A CPA PRACTICE
The QOF compliance platform clients assume you already have. Turn compliance from a cost center into a billable advisory line. White-labe or co-branded, deployed inside your firm.
One click. Your defensible files are ready.
Every QOF produces the same labor, whoever carries it. Monthly snapshots of qualifying assets. Working capital safe harbor documentation. NQFP testing. Form 8996 prep at year-end. Form 8997 reconciliation for every investor.
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. If you are the firm, your engagement letter is the document the IRS reads. If you are the fund, your investors' deferred gain is what is at stake.
Run some numbers on a representative QOF
90% Asset Bleed
Disqualification Penalty
+
Three benefits, sized to your business
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.
Inside the platform what a fund looks like on OZX
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.
Turn compliance
Into control.
December 31, 2026
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 QOF will be inside this regime by tax season.