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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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Build a Roadmap to Success with Our Services
Once we have a clear understanding of your financial situation, we can tailor our services with the comprehensive range of solutions we offer, including:
- Debt Management: We analyze your existing debt structure and develop a strategic plan to optimize it, potentially reducing interest rates and freeing up cash flow.
- Budgeting and Forecasting: We create realistic and flexible budgets to ensure you allocate resources efficiently and predict potential financial hurdles.
- Insurance Analysis: We identify any gaps in your existing insurance coverage so you can protect your business against potential risks without overpaying.
- Tax Projections: We project your future tax liabilities based on your financial plan, helping you to prepare for tax season and avoid surprises.
Get in Touch with Our Financial Professionals
Ready to take control of your business’s financial future? Call us at today or fill out our contact form for a consultation on how we can help you achieve your financial goals.
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.
Early planning sets a strong foundation for growth and helps you avoid common pitfalls.
That’s okay! We’ll help you clarify your goals and aspirations through discussions and analysis.
Your financial plan is a living document and should adapt as your business evolves. We’ll regularly review and update your plan to reflect changes in your goals and circumstances.
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