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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.
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Our Business Valuation Services
- Sales Valuations: Accurately determine your business’s market value for a smooth and profitable sale.
- Investment Valuations: Attract potential investors with a reliable valuation that showcases your company’s growth potential.
- Fairness Opinions: Ensure equitable treatment for all stakeholders in mergers, acquisitions, and other complex transactions.
- Intangible Assets Valuations: Assign proper value to your intellectual property, brand, and other non-physical assets.
- Estate and Gift Tax Valuations: Minimize tax liabilities with accurate valuations for estate planning and gifting purposes.
Find Your Business’s Value
A comprehensive business valuation from Strategic Tax Planning is not just a snapshot of your current worth. It’s an investment in your future. Our insights can empower you to make informed decisions and optimize financial strategies. We’re here to guide you every step of the way, ensuring your business receives the recognition it deserves.
Get in Touch with Our Financial Professionals
Call us for a consultation today or fill out our contact form.
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.
We typically require financial statements, tax returns, industry data, and information about your business model, operations, and future prospects. The specific requirements will vary based on your individual needs.
We utiliize a data-driven approach, combining financial analysis, industry benchmarks, and market trends. We also adhere to strict professional standards and maintain transparency throughout the process.
We will present the valuation report and discuss its implications clearly. If there are any questions, we will provide ongoing guidance based on your needs.
