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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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Empower Your Business Growth: Strategic Accounting Solutions from Trusted CPAs
Our team of experienced CPAs and skilled accounting professionals provides comprehensive concierge and full-service accounting solutions, tailored to your unique needs. We go beyond basic bookkeeping, offering strategic financial guidance, meticulous record-keeping, and proactive tax planning to ensure your business thrives. Stop wrestling with complex financial tasks and gain valuable insights to fuel growth and profitability
Get in Touch with Our Financial Professionals
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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.
Concierge/full service accounting goes beyond routine bookkeeping, offering a wider range of services like tax planning, financial analysis, and strategic guidance. It's like having a dedicated financial department, not just a bookkeeper.
Businesses of all sizes can benefit, especially those who lack the internal expertise or resources to manage their finances effectively. It's particularly valuable for busy entrepreneurs, startups, and fast-growing companies.
A few of our services inclue: Bookkeeping & Accounting Tax Planning & Preparation Financial Analysis & Reporting
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