
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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Optimize Your Business Finances
The benefits of collaborating with Strategic Tax Planning extend beyond saving money. By unlocking these savings, we empower you to:
- Invest in your business’s growth: The funds you recover can be reinvested into your business, allowing you to hire new talent, develop innovative products, and expand your operations.
- Boost your bottom line: Increased profitability of your business can attract investors, strengthen your competitiveness, and secure your business’s financial future.
- Gain peace of mind: Our approach can ensure compliance and minimize risks, allowing you to focus on running your business.

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.
Many businesses miss out on the R&D tax credit, energy efficiency rebates, or industry-specific incentives due to lack of awareness. A thorough analysis of your business by a financial professional can reveal these hidden opportunities.
The complexity and timeline of applying can vary depending on the program. Some involve simple forms while others require detailed proposals and documentation. Consulting with a qualified professional can streamline the process.
Programs often have guidelines against stacking benefits for the same activity. To avoid conflicting claims and associated penalties, be transparent about your activities and consult a professional to optimize the incentives you claim.