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.
Gain Support with Your ERC Defense
If you feel you don’t have a solid claim for the ERC filing, or you’d simply like to strengthen your position in the event of an audit, now is the time to do so. Strategic Tax Planning will not only walk you through the process but will provide a fully documented analysis of your claim and make recommendations as necessary.
Get in Touch with Our Financial Professionals
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.
It can be frustrating when your ERC preparer or PEO isn’t performing their duties. Whether you received an IRS Form 4564, Information Document Request, an IRS Letter 6612, or some other request, you can end up feeling lost without assistance. If your ERC preparer isn’t responding or providing accurate guidance on your behalf, we can help you figure out your next steps.
The ERC program was designed to financially assist businesses that retained employees and were negatively impacted by the COVID-19 pandemic, whether by government mandates or loss of revenue. However, a number of unethical firms and viewpoints rose up. The amount was so significant that the IRS noted to be wary of it in their “dirty dozen” report in April 2023. Since then, the IRS has increased their scrutiny on ERC claims, auditing business owners’ ERC claims as they deem necessary.
The IRS will likely request payroll records, proof of COVID-19 impact (government orders, revenue declines), Form 941s, and potentially ERC calculations to substantiate your claim.
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