White Label Tax & Accounting
Motta-level quality, delivered under your umbrella. We white label our tax and accounting services for other professional service firms who want to expand what they can offer their clients without expanding their bench.
Financial advisors who want to add tax planning. RIAs who need accounting for their business-owner book. Law firms supporting M&A and estate work. Family offices coordinating across multiple advisors. We sit behind your brand, produce institutional-grade work, and let you keep the client relationship exactly where it belongs — with you.
What We Deliver Under Your Brand
Pick the modules that round out your offering. We'll plug in as a private back office or a co-branded specialist team — your call.
Tax Planning & Compliance
Quarterly planning, return preparation, and proactive strategy for individuals, business owners, and high-net-worth households.
Accounting for Business Owners
Bookkeeping, financial reporting, payroll, and CFO/Controller-level oversight for your advisor clients who own businesses.
Equity Compensation Planning
ISO/NSO/RSU strategy, AMT modeling, 83(b) and 10b5-1 coordination, and multi-year exercise planning for tech and executive clients.
M&A Advisory — Buy & Sell Side
Quality of earnings, working capital analysis, deal structuring, tax modeling, and post-close integration for transactions on either side of the table.
Attestation Services
Reviews, compilations, and agreed-upon procedures issued under partner-firm letterhead by licensed CPAs.
Due Diligence Support
Financial, tax, and operational diligence for transactions, lender requirements, investor reporting, and internal audit functions.
Built to Sit Behind Your Brand
Your Brand, Front and Center
Deliverables, communications, and meetings represent your firm. We stay invisible to the client unless you want it otherwise.
Specialist Bench on Demand
Tap CPAs, tax planners, and M&A specialists without hiring them. Scale up for diligence season, scale down when you don’t need the capacity.
No Channel Conflict
We do not market to or solicit your clients. Ever. Our growth is yours — referral economics work in one direction.
ALFRED-Powered Delivery
The same AI platform that runs Motta’s practice runs yours. Faster turnaround, tighter audit trails, consistent quality across every engagement.