Secure valuable tax credits and plan for new opportunities with our team of experienced CPAs. We are committed to providing you with the tax credits, incentives, and planning needed to match your ambitions for growing your businesses.
Secure valuable tax credits and plan for new opportunities with our team of experienced CPAs. We are committed to providing you with the tax credits, incentives, and planning needed to match your ambitions for growing your businesses.
Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time.
After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.
Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.
Explore our curated list of downloadable PDFs and other resources for more information.
The Corporate Transparency Act goes into effect soon. But you can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.
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Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.
