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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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Unveiling Your Exit Strategy
- M&A or IPO? We guide you through the intricacies of mergers, acquisitions, and initial public offerings, ensuring a smooth and profitable exit.
- Retirement? We can create personalized financial plans for owners, ensuring your post-business life is as rewarding as your entrepreneurial journey.
- Risk Mitigation: We anticipate potential disruptions and develop contingencies to safeguard your business against unforeseen circumstances.
Start Your Future Now
Don't leave your businesses tomorrow to chance. Let our experienced team of licensed CPAs, CFPs, and other tax professionals guide you through every step of your succession journey. With clear vision, strategic planning, and our unwavering support, you can assure your company's legacy thrives.
Ready to Estimate Your Savings?
Discover your potential savings with a free, no-obligation estimate. Our R&D questionnaire helps you determine how much your business could save.
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.
Our team conducts meticulous valuations and develops optimal divestment strategies, maximizing your financial return.
Open communication is key! We facilitate discussions with key stakeholders, employees, and successors to build trust throughout the process.
We can help you structure your exit and retirement plan to ensure a comfortable transition while allowing you to stay involved in a consulting or advisory role.
