See How R&D Credits Can Benefit You
Step 1: Request Complimentary Analysis
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.
Step 2: Receive Proposed Scope of Work
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.
Step 3: Claim Your Credits
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.
Beyond DIY: Unleash Your Growth with Comprehensive Accounting Support Services
Tired of wrestling with tax forms and chasing down invoices? You're not alone. Many businesses and individuals get bogged down in the financial weeds, losing precious time and energy on accounting tasks. But it doesn't have to be that way. At Strategic Tax Planning, we're more than just software or spreadsheets. We're a trusted team of CPAs, Enrolled Agents, and tax professionals dedicated to guiding you through the financial labyrinth.
Get in Touch with Our Financial Professionals
Ready to take control of your business’s financial future? Call us at today or fill out our contact form for a consultation on how we can help you achieve your financial goals.
Learn About Partnering With Our Team
The Corporate Transparency Act is in effect. 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.
FAQs
Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.
Yes, our team at Strategic Tax Planning assists both individuals and businesses with accounting support.
Yes, even if you already have an accountant you can still use our services for various outsourced accounting and tax services.
If you are audited by the IRS, our team will assist you through the process, including responding to any inquiries and preparing necessary documentation.