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.
Conquer Tax Season with Confidence: Personalized Individual Tax Solutions
Don't settle for generic advice. Get a personalized plan that reflects your unique financial goals and challenges. Our innovative approach combines cutting-edge technology with experienced CPAs and EAs to deliver efficient and accurate tax preparation. Schedule a free consultation today and discover the difference our team can make.
Get in Touch with Our Financial Professionals
Contact our team of licensed CPAs and tax professionals for a consultation today or fill out our contact form.
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.
Yes, taxpayers are able to file their returns electronically, however, this is not available for everyone. For example, if you have attached forms, schedules, or documents to your return it is best not to file electronically.
In order to request an extension on your tax return, you must submit Form 4868 either online or by mail to the IRS.
We hope so! Depending on your situation and your goals our team will work to articulate a plan to maximize your deductions and credits.