
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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Get Your Fixed Assets in Order
Choosing Strategic Tax Planning for your fixed asset management needs comes with a clear advantage. You gain a team of licensed CPAs and tax professionals who will tailor their services to your specific 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.
We handle all types of tangible and intangible assets, including buildings, equipment, machinery, vehicles, software licenses, and intellectual property.
Yes, we can recommend and implement the right system for your business, ensuring accurate record-keeping and location tracking.
Maximizing allowable deductions, minimizing tax liabilities, and ensuring accurate financial reporting are just some of the key benefits.