
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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How Strategic Tax Planning Can Help Your Business
Our process is focused on transparency, client service, and deep technical expertise to maximize your R&D credit benefit. Here's how it works:
Step 1 - Free Consultation. We start with a 30-minute conversation to discuss your business and learn more about your development activities and costs. After the call, we will request some limited additional information to help us refine your estimated credit benefit. This step usually takes 1-2 hours of your time.
Get started by using our online Estimator tool [link], calling us at (202) 455-6010, or filling out this contact form.
Step 2 - Estimate and 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 - 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 and for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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.
U.S. employee taxable compensation, 65% of third-party contractors in the U.S., supplies/materials, and cloud computing.
Development of new or improved products and technical processes.
Software development, IT, manufacturing, pharma, agriculture, engineering, construction, e-commerce, and more.