Credit you already earned. Money you haven't claimed.
Most businesses assume R&D tax credits are for labs and startups. If you've improved a product, process, formula, or piece of software in the last three years, you likely qualify — and most CPAs don't have time to dig for it.
A study, not a guess
We follow the same four-year lookback and documentation standard the IRS expects — in order, so nothing gets missed.
Free qualification review
We look at what you've built, changed, or tested over the past three years and give you a real estimate before any commitment.
Documentation & study
We interview your team, map qualifying activities to IRS four-part test criteria, and build an audit-ready credit study.
Filing, current or amended
We prepare the credit calculation for your current-year return or file amended returns for prior qualifying years.
Audit support, if it comes up
If the IRS asks questions, we stand behind the study and respond directly — this is included, not billed separately.
Built for two kinds of client
You run the company, not the tax code
You know what your team built this year. You shouldn't have to know the four-part test to get credit for it.
- Plain-English qualification review
- We coordinate directly with your existing CPA
- Fixed scope before any work begins
A specialty study, without adding headcount
R&D credit work is niche and time-intensive. We work as your back-office specialist, white-labeled or co-branded.
- You stay the client's primary advisor
- We handle the technical study and documentation
- Referral and revenue-share arrangements available
Not sure if you qualify?
Most business owners underestimate what counts. A 20-minute conversation will tell you.