
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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When Do You Need to File the BOIR Form?
The deadlines for filing a BOIR Form under the CTA can vary depending on when your company was formed and whether you are updating the information. Here are some deadlines to remember:
- Established before January 1st, 2024: You have until January 1, 2025, to file a BOIR.
- Established after January 1st, 2024: You have 90 days from the date of formation to file a BOIR.
Updating Your BOIR Form: If there are any changes to your company’s beneficial ownership information, you must submit the update within one year of the change.

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.
Certain types of entities, like public companies and nonprofits, are exempt from the CTA.
Yes, but it can be complex. Consider consulting a qualified professional to ensure accuracy and timely compliance.
Penalties can include fines up to $10,000 and even criminal charges.