
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.

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.

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.