
Unlock Your R&D Tax Credits
Step 1: Discover Your Opportunity
Let's find out what you're owed—at no cost. In a brief, confidential consultation, we'll learn about your projects and goals. This allows us to identify your qualifying activities and calculate a reliable estimate of your potential tax savings.
Step 2: See the Full Picture
Using the information gathered, we’ll deliver a detailed Scope of Work that presents a clear strategy. It includes your refined credit benefit estimate, our precise methodology for the study, and a full breakdown of the project timeline and associated fees. No surprises, just a clear path forward.
Step 3: Secure Your Savings
We partner with your team to perform a thorough R&D study, documenting all qualifying activities and costs. The result is
an ironclad claim and a complete substantiation package designed for audit defense, allowing you to claim your credits with total confidence.
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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.

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.