Turn your innovation into tax savings.
If your business builds, improves, or experiments, you may be leaving money on the table. We handle the full R&D tax credit process with our in-house CPAs, so you claim what you have earned — defensibly.
See If You QualifyA dollar-for-dollar credit for the work you already do.
The R&D tax credit rewards companies for developing or improving products, processes, software, and techniques. It is not just for labs — everyday engineering and product work often qualifies, at the federal and often state level.
Find every qualifying activity
We identify qualifying research activities and expenses across payroll, contractors, and supplies — including work you may not realize counts.
Documentation that holds up
We build the contemporaneous documentation and calculations needed to support your credit and stand up to IRS scrutiny.
All under one roof
Because we already handle your books and taxes, we work fast and coordinate the credit directly with your return. Eligible startups can even apply the credit against payroll taxes.
Here is how we claim your credit.
Qualification study
We assess your activities and expenses to confirm what qualifies and estimate your credit.
Calculate and document
We calculate the credit and prepare the documentation to substantiate every dollar.
File with your return
We file the credit with your return, or hand your preparer everything they need.
Everything you need, under one roof.
Bookkeeping
Accurate, triple-checked monthly financials with the reports and metrics that matter.
Get Your Books In OrderTax
Federal and state filings and proactive planning, handled by in-house CPAs.
Get Your Taxes Done RightFractional CFO
Budgets, forecasting, and fundraising support from seasoned operators.
Get Expert GuidanceSee what your innovation is worth.
Get the peace of mind that comes from partnering with our experienced finance and accounting team.