About
Built by Advalis
200,000+
Treasury filings
6,000+
Customers
SOC 2
Type II security
$10M+
Insurance coverage
About OZfile
The 2025 opportunity zone law created reporting duties for funds, the businesses they own, and their investors. OZfile handles every one of them in one place.
OZfile sends each person a secure link and reminds them until their records arrive.
Each business answers a short monthly check-in, so its records stay current all year.
OZfile checks every test on its date and warns you before a miss becomes a penalty.
Investor details and statements live in one place, ready for every return.
Your team, your admins and your CPAs work from the same records.
How we work
Advalis builds the filing infrastructure other firms run their clients through. One platform covers four federal reporting regimes across two Treasury bureaus.
Advalis processed 100,000+ BOI reports when the Corporate Transparency Act made reporting a duty for millions of companies.
Advalis built reporting for the residential real estate rule before its first deadline. It was chosen by 14 of 15 major title underwriters.
FIRPTAfox runs withholding filings on foreign-owned real estate at volume.
OZfile handles the new opportunity zone reporting. Calendar 2026 is the first reportable year.
FinCEN and the IRS are both bureaus of the Department of the Treasury. One platform, one review process, and one support desk stand behind all four products.
Leadership
Charles Wismer
Chief Executive, Advalis
Before building filing platforms, Charles Wismer taught compliance regulation to CPA societies and bar associations, walking preparers and counsel through new federal reporting regimes as they arrived. That classroom experience is why every Advalis product reads the way it does, with the rule explained at the point where you meet it, in the words the statute uses, and nothing left to jargon.
That teaching continues today through the education partner program, which puts our material and our instructors in front of professional audiences through the associations that serve them.
Where we are
Advalis operates from Jupiter, Florida. Every product below runs on the same platform, the same review process, and the same support desk, so what you see on one is what you get on all of them.
Our products
Work with us
A QOF expert from our team walks you through OZfile in a live demo.
