OZ compliance is now your firm's problem. We built the platform to solve it.
OZXpro is the purpose-built compliance platform for CPA firms with Qualified Opportunity Fund clients. White-label or co-branded. Deployed in weeks, not quarters.
Every feature built on statute
OZXpro is engineered against the governing law itself. The Internal Revenue Code sections, Treasury Regulations, and IRS forms that define Opportunity Zone compliance. Every test, deadline, and report in the platform traces directly to an authority below.
IRC §1400Z-2
The operative statute for the entire incentive: capital-gain deferral, the basis step-up, and tax-free appreciation after a ten-year hold. Defines the Qualified Opportunity Fund and the treatment of every dollar invested through one.
IRC §1400Z-1
Establishes how census tracts are designated as Qualified Opportunity Zones, and under OZ 2.0, the rolling redesignation process and the rural zone category underpinning QROFs.
IRC §1400Z-2(d) 90% Asset Test
Requires every QOF to hold at least 90% of its assets in qualified OZ property, measured on two testing dates each year, with a monthly penalty on any shortfall.
Treas. Reg. §1.1400Z2(d)-1 Safe Harbors
Sets the 31-month (extendable to 62-month) safe harbor, including the written plan and expenditure-schedule requirements a fund must satisfy to shelter working capital.
Treas. Reg. §1.1400Z2(d)-2 Substantial Improvement
Defines qualified OZ business property and the 30-month test requiring purchased buildings to double their basis.
IRC §6039K and §6039L OZ 2.0 Reporting
OBBBA's new reporting regime, requiring QOFs and QROFs to file expanded annual returns and furnish detailed investor statements, with penalties for late or incomplete filings.
Expect the exam
This is exactly where the IRS is headed. The §6039K and §6039L reporting requirements were built to give the agency line-of-sight into every Qualified Opportunity Fund, and with the December 31, 2026 recognition event crystallizing billions in deferred gain, examiners now have both the data and the reason to look hard at these positions. The funds that documented their compliance to the statute will stand up under that scrutiny; the ones that improvised will not.
Run the numbers on a representative client
90% Asset Bleed
Disqualification Penalty
+
Harness OZXpro in your practice
REFER
You send a client. We handle implementation.
Your firm collects the advisory work that surrounds compliance. No new platform to learn. No tech to deploy. Revenue share on the platform engagement.
CO-DEPLOY
We deploy alongside your team.
Your brand on the client portal, our specialists on call for escalations and audit defense. Your firm handles the day-to-day; we handle the hard questions.
WHITE LABEL
Full white-label deployment.
Your URL, your branding, your work product. Our platform is invisible. OZXpro becomes part of your firm's tech stack. Premium pricing tier.
Three people in your firm should read this page
Tax Practice Leader | Partner-in-Charge
OZXpro turns QOF compliance from a low-margin cost center into a billable advisory line. Your senior staff stop reconciling spreadsheets and start answering client questions. Capacity to take on more QOF clients without adding headcount.
Innovation / Technology Committee
Multi-tenant architecture with full data isolation. Role-based access for firm staff and end clients. SOC 2 controls. Audit-ready exports. A permanent timestamped record vault for every compliance decision. The platform meets the security and defensibility bar you require.
Managing Partner | Chief Operating Officer
QOF clients carry professional liability your firm is currently absorbing without a tool. OZXpro reduces that risk and opens a new revenue line through advisory retainers and platform-driven engagements. The economics improve in year one.
Give QOF clients the platform their business deserves
With the 12/31/26 recognition event, and the OZ 2.0 reporting regime in effect, clients will face scrutiny from their investors and regulators at once. They need you now.