Podcast: TXCPA Houston – Virtual Rolodex

Host: Kristie Ondracek

Guest: Jessica Wise, CPA Alliance Relationship Manager, ABGI USA

Episode Title

How CPAs Can Unlock R&D Credits, Cost Segregation, and Grant Funding for Clients

Episode Summary

Recorded live at the 2025 Fall Accounting Conference & Technology Symposium, this special episode of TXCPA Houston Virtual Rolodex features Jessica Wise of ABGI USA, a global tax strategy firm headquartered in Houston.

Jessica shares how ABGI helps CPAs and their clients identify and defend high-value tax strategies including R&D credits, cost segregation, 179D, 45L incentives, and grant funding—all supported by in-house tax attorneys and engineers. With more than 40 years of experience and a perfect audit record, ABGI provides CPAs with both confidence and compliance when pursuing complex tax opportunities.

What You’ll Learn in This Episode

???? What ABGI Does

ABGI USA is a global tax strategy firm that provides R&D credits, cost segregation, energy incentives, talent acquisition, and grant funding services—all delivered by in-house tax attorneys and engineers

???? Why Their Approach Is Different

Unlike many firms, ABGI:

·        Never uses third-party providers

·        Never uses AI-generated reporting

·        Uses in-house tax attorneys and engineers

·        Includes audit defense with every study

·        Has never lost a dollar in IRS audit over 40 years

???? Why the IRS Trusts Them

ABGI has even been asked by the IRS to train them on ABGI’s methods because of their accuracy, efficiency, and audit safety

???? New Grant Services Coming

ABGI is launching a new grant services team, with global leadership from France coming to Houston to roll it out—making grants a new way CPAs can help clients access funding

???? How ABGI Supports CPA Firms

ABGI built a dedicated CPA Alliance team that:

·        Reviews CPA client portfolios

·        Identifies which clients qualify for credits and incentives

·        Provides reporting without contacting clients directly

·        Helps CPAs proactively plan tax strategies for clients

About the Guest

Jessica Wise is CPA Alliance Relationship Manager at ABGI USA, where she works exclusively with CPA firms to help identify tax incentives and planning opportunities for their clients. Her role is focused on relationship building, portfolio vetting, and supporting CPA firms in delivering more value without adding workload

Jessica WISE | Partner Alliance team member

C. 346.410.0563

www.abgi-usa.com

www.linkedin.com/company/abgi-usa/