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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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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.
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.
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.
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