Our software is designed to maximize your client's R&D tax credit whileminimizing your time involvement.
We conduct interviews with select personnel to identify your business' R&D activities
We review your accounting information and other documentation to calculate your R&D tax credit
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
TELL US ABOUT YOUR COMPANY
We kick off our analysis by gaining a high-level understanding of your company and how you stay competitive
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