
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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Run Your Business with Peace of Mind
Running a business comes with its share of challenges, but legal hurdles should not be one of them. Let Strategic Tax Planning take the weight off your shoulders with comprehensive support that addresses every aspect of your business operations.

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.
While not every legal need requires a lawyer, having a team on your side can prevent future issues.
Yes, an employee handbook outlines company policies, benefits, and expectations. We can help you draft a handbook compliant with employment laws that will protect your business.
Our team is here to answer any questions you may have about your business and the legal support it may need. Don’t hesitate to contact us for a consultation.