See all services side by side →Starting a business in a zone →
Not sure where to start?Most people start with a free 15-minute call.Book a 15-minute call →See all strategies →OZ 2.0 map →
Opportunity Zones→Defer the tax, keep the growthSolar credits→Credits that can help pay the tax billEquipment rental→Depreciation that can offset gainsCost segregation→Faster write-offs on real estate1031 or OZ→Which one fits your saleAdvanced OZ moves→Captive funds, discounts, and moreMany of these can be combined. What fits depends on your gain.
Which ones fit you?The Blueprint maps what stacks for your gain.About the Blueprint →Services
See all servicesThe Blueprint: your plan with AshleyOZ Ascent: weekly live Q&ASummit, Safeguard, Apex: fund setupCompliance for an existing fundStarting a business in a zoneStrategies
See all strategiesOpportunity ZonesSolar creditsCost segregation1031 or OZBasecamp: free OZ library
Gain CheckAnswersAI BriefGuidesNews and insightsWebinarsOZ 2.0 mapAbout
Ashley Tison and teamFor CPAs and advisorsSpeakingContact Book a 15-min callMost people start with a free 15-minute call. From there, the Blueprint gets you a plan in writing. Summit, Safeguard, or Apex sets up your fund. Ascent and Compliance keep you on track for the full hold.
Four steps. Most people start with the call and take it one step at a time.
We look at what you sold, when your 180-day window closes, and whether an Opportunity Zone makes sense for you. If it doesn't pencil, we tell you.
Book the callA one-on-one strategy session with Ashley and a written roadmap for your gain. If you move forward, the Blueprint is credited toward Summit.
About the BlueprintSummit sets up your own Qualified Opportunity Fund and OZ business, start to finish. Safeguard adds the first year of compliance.
Compare setup optionsThe tax benefit is earned over years of tests and records. Compliance keeps your audit trail clean. Apex adds monthly bookkeeping on top of setup and compliance.
See ComplianceOZ Ascent runs alongside every step. Bring your deal and your questions to Ashley live every Tuesday. See Ascent →
Pick the level of help you want. Every option comes with our team and Ashley behind it.
We set up your fund and OZ business for you.
Best forInvestors and owners who want their own captive fund built right the first time.
Talk to us about SummitWhat's included
Summit plus a full first year of Compliance.
Best forInvestors who want the setup and the first year of tests handled by one team.
Talk to us about SafeguardWhat's included
Everything in Safeguard, plus monthly bookkeeping.
Best forInvestors who want setup, compliance, and the books handled by one team.
Talk to us about ApexWhat's included
Already have a fund? We keep it audit-ready for the full hold.
Best forAny fund, ours or someone else's, that needs its records and tests kept clean.
Talk to us about ComplianceWhat's included
Your own fund, run by our team for the full hold.
Best forInvestors with a gain of about $2.5 million to $10 million who want their own fund and an ongoing partner to manage it. Larger gains get a custom structure.
Talk to us about bespoke managementWhat's included
A one-on-one strategy session with Ashley and a written roadmap for your gain.
About the BlueprintWe review an existing fund's audit trail, and look at whether a valuation discount could lower what's due on your 2026 return.
Ask on a callLive Q&A with Ashley every Tuesday, plus a community working the same questions.
See AscentSummit, Safeguard, and Apex set up your fund, and each one adds more of the ongoing work. Already have a fund? Compliance keeps it audit-ready.
| What you get | Summit | SafeguardMost popular | Apex | ComplianceFor a fund you already have |
|---|---|---|---|---|
| Your own fund and OZ business set up | ✓ | ✓ | ✓ | · |
| Working capital safe harbor plan | ✓ | ✓ | ✓ | · |
| One year of OZ Ascent | ✓ | ✓ | ✓ | ✓ |
| Annual mock audit | · | ✓ | ✓ | ✓ |
| Twice-a-year 90% asset tests | · | ✓ | ✓ | ✓ |
| Safe harbor certification | · | ✓ | ✓ | ✓ |
| Quarterly huddle | · | ✓ | ✓ | ✓ |
| Monthly bookkeeping | · | · | ✓ | · |
"You don't have to ask permission from anybody. But you better have a dang good audit trail."
The IRS can ask for your records years after you invest. We build the trail as you go, so the answers are already there.
Straight answers before you book anything.
Most people start with a free 15-minute call, then a Blueprint session with Ashley. The Blueprint maps your gain, your timeline, and which setup and compliance option fits. If you already have a fund, we can start with Compliance or a mock audit.
Reviewed by Ashley Tison, attorney · Updated October 2026
No. Your own tax preparer files your return. We set up the fund, build the documentation, and keep the audit trail that backs up what goes on your forms, and we work alongside your CPA the whole way.
Reviewed by Ashley Tison, attorney · Updated October 2026
Yes. Compliance works for funds we did not set up, and we can add monthly bookkeeping. We can also run a mock audit on an existing fund to find gaps before anyone else does.
Reviewed by Ashley Tison, attorney · Updated October 2026
Summit sets up your Qualified Opportunity Fund and OZ business. Safeguard is Summit plus the first full year of Compliance, so the setup and the first year of tests are handled by one team.
Reviewed by Ashley Tison, attorney · Updated October 2026
Yes. The ongoing compliance plans that follow Summit, Safeguard, and Apex carry a 12-month minimum, since the tests and records only work when they are kept up all year. Ascent is different. It has no long-term minimum, and you can cancel anytime.
Reviewed by Ashley Tison, attorney · Updated October 2026
Both paths work. A sponsor's fund is simpler but you give up control over the deal and the compliance. Your own fund makes sense when you have a project in mind or want to control timing, and we set it up and keep it compliant for the full hold.
Reviewed by Ashley Tison, attorney · Updated October 2026
For 2026, December 4 is our cutoff for new year-end fund clients, expedited setups run through December 11, and we start no new formations after December 18. After that, a pre-formed shelf fund with its EIN and bank account ready is the fastest route.
Reviewed by Ashley Tison, attorney · Updated October 2026
The rules follow the date your money goes in, not the date the fund was formed. Many clients with a window that reaches 2027 form the fund now and fund it on or after January 4, 2027 to get the OZ 2.0 rules.
Reviewed by Ashley Tison, attorney · Updated October 2026
Still have a question? Ask Ashley live or book a 15-minute call.
Fifteen minutes with our team tells you where to start, and whether an Opportunity Zone makes sense at all.
