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Our software is designed to maximize your client's R&D tax credit while minimizing your time involvement.

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QUALITATIVE DISCOVERY

We conduct interviews with select personnel to identify your business' R&D activities

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QUANTITATIVE ANALYSIS

We review your accounting information and other documentation to calculate your R&D tax credit

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STRATEGY & REPORTING

We prepare the documentation your accountant needs to file for the federal and state R&D credits. This may include pro-forma credit forms, a report substantiating your claim, and/or a memoranda for your files

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TELL US ABOUT YOUR COMPANY

We kick off our analysis by gaining a high-level understanding of your company and how you stay competitive

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PERSONAL FOLLOW-UP

We check in with you and your accountant to make sure you've realized value by monetizing your R&D tax credit or help with any issues in claiming and monetizing your credit