Already have an Opportunity Zone fund? Get a compliance review
We review your fund and its OZ business the way an examiner would, find the gaps, and give you a written plan to fix them. With December 31, 2026 coming, this is the year to do it.
Who it is for
Fund owners and managers who want to know where they stand before anyone else asks.
- You set up a fund yourself, or with another provider, and nobody has checked it since
- Your records live in someone's inbox instead of one organized file
- You have a deferred gain coming due on December 31, 2026
- Your CPA wants support behind Forms 8996 and 8997
What we check
Everything the tax benefit depends on, tied back to the records.
90% asset test
Each testing date, how it was calculated, and the records behind it.
Your OZ business tests
The tests your QOZB has to pass every year, including the 5% limit on nonqualified financial property.
Working capital plan
Whether it is in writing, being followed, and on schedule.
Forms 8996 and 8997
Filed every year, and consistent with what the records show.
The audit trail
Valuations, bank records, contracts, and the documents that back up each test.
December 31, 2026
What each investor recognizes, and whether a fair market valuation is worth a look.
New reporting
What the 2025 law and the September 2026 proposed regulations would ask of your fund on 2026 returns.
How it works
Four steps, and you know the price before we start.
- Intro callA free 15-minute call to see what you have and whether a review makes sense.
- Send documentsWe send a short checklist. Your fund documents, test records, and filed forms.
- ReviewOur team works through the fund and the OZ business the way an examiner would.
- Findings callWritten findings ranked by risk, and a fix list that says who does what: you, your CPA, or us.
After the review, you can fix things on your own with your CPA, or have us keep the fund audit-ready with ongoing Compliance, which includes a yearly mock audit.
Questions
Can you review a fund OZPros did not set up?
Yes. That is who this review is for. Most funds we review were formed by the owner, another firm, or a sponsor.
Reviewed by Ashley Tison, attorney · Updated October 2026
Do you prepare or file my tax return?
No. OZPros does not prepare or file tax returns. We give you and your CPA the findings and the support behind the forms.
Reviewed by Ashley Tison, attorney · Updated October 2026
What does a review cost?
It depends on the size of the fund and how many OZ businesses it holds. We quote it after the 15-minute call, before any work starts.
Reviewed by Ashley Tison, attorney · Updated October 2026
What if you find a problem?
We tell you plainly what it is, what it could cost, and the options to fix it. Some gaps are missing paperwork. Others need your CPA or tax attorney involved, and we work with them.
Reviewed by Ashley Tison, attorney · Updated October 2026
Should I do this before December 31, 2026?
If you invested a gain under the original program, yes. Your recognition amount and your 2026 records both tie to that date, and fixes take time.
Reviewed by Ashley Tison, attorney · Updated October 2026
Find the gaps.
Before the IRS does
A free 15-minute call is the first step.