Small Firm Alliance

Elevate Your Practice

Joining the PICPA Small Firm Alliance means you gain access to an array of exclusive benefits designed to enhance your practice, from specialized technical resources to invaluable practice management tools. Moreover, the alliance provides a unique opportunity to connect with fellow professionals, fostering a supportive community where you can share insights, collaborate on challenges, and stay abreast of industry trends. Don't miss out on the chance to elevate your practice and expand your network!


Exclusive sponsor of the
Small Firm Alliance

Benefits of Being a Small Firm Alliance Member


Alliance member directory available upon request

Info Sessions

Virtual info sessions on technical and practice management topics featuring roundtable discussions with industry experts

Job Board

Discounted listings on PICPA's job board


Concierge contact within the PICPA


Access to private Small Firm Alliance LinkedIn group

Alliance Members also receive special offers from these PICPA business service partners


In the face of growing tax code complexity, it's almost impossible to cover every area with in-house resources. Capstan Tax Strategies will work closely with you to bring value-added services like Cost Segregation, Energy Studies, and R&D Tax Credits to your clients.

Alliance members receive live webinars for members of their firm, free of charge, exclusive access to periodic Capstan videos on hot industry topics, and access to the full slate of frequently requested Capstan CPA tools, including depreciation accelerators, tangible property regulations flowchart, and more.


Educational presentations regarding the R&D Tax Credit, including which industries qualify and which activities and expenses can be included. Additionally, clients of Alliance members receive a 10% reduction in EPSA's fees.

Future Firm Accelerate

An online coaching membership that helps busy firm owners quickly scale a systematic accounting firm that drastically reduces their workload. The program includes online training, coaching from a former firm-owner that took his online firm from scratch to sale in 5 years, and a community of 450+ modern firm owners who share best practices. Alliance members receive their first-month membership for only $15.


No-cost consultation to discuss the firm's network, cybersecurity, BCDR, cloud, IT road mapping, and compliance for Alliance members.

Miles Media

Small business marketing agency. Alliance members receive a 20% discount on all web services, free web hosting for one-year, a 10% discount on a printing order, a 20% discount on consulting services, and a free one-hour marketing consultation.


Online documentation storage and secure file sharing. Small Firm Alliance members receive a 15% lifetime discount and 50% discount on setup and training.


25% off for the first six months for Alliance members; learn more about this cloud-based accounting software platform.


To become a member of the Small Firm Alliance, all CPAs on staff must be current PICPA members in good standing. Eligible firms must have eight or fewer professional staff.

Sign Up Today!

If you're interested in joining, please fill out the form below.

Company Information

Please list the names of each employee that will join the Small Firm Alliance. Alliance members will have access to exclusive events and resources and must be PICPA members in good standing. Total number of professional staff at participating firms must not be greater than 8.

This information may be shared with fellow Small Firm Alliance members. Please be as specific as possible.

Applicant's Contact Information

This application is subject to review and approval by PICPA staff. Once reviewed, we will be in touch with next steps.


Contact our program administrator India Taylor at 267.675.6259 or

Alliances are an exclusive member benefit. Not a member? Join now!