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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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Chart Your Optimal Tax Course
Every individual and business will have a unique path on their journey to tax success. Our team of CPAs and tax professionals will utilize our experience to tailor a personalized tax strategy for your circumstances.
Get in Touch with Our Tax Professionals
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.
Tax planning is a proactive approach that involves analyzing your financial situation and developing strategies to minimize your tax liability for the and future years. Tax preparation is the reactive process of filing your tax returns after the end of the tax year.
We’ll analyze your income and expenses to ensure you claim all available deductions and credits, lowering your tax burden. Our team can work together with your CPA, reviewing current tax strategies and identifying new opportunities for paying less in tax.
Our tax professionals are familiar with tax controversy and can help you navigate the audit process, advocate for your best interests, and work towards a favorable resolution.
