Extend Your Value. Partner with the Authority.
Bring unparalleled value to your clients by partnering with the definitive authority in complex tax credit legislation. We are not a CPA firm; we are a specialized resource designed to enhance your practice. We are the original authors of the IRS-adopted Business Component Approach for the R&D Tax Credit. Partner with us to confidently secure maximum returns for your clients.
A Partnership Built on Trust and Precision
We understand the trust you've meticulously built with your clients. Our entire model is built to enhance that trust, not compete with it. We act as a silent, expert extension of your firm, providing specialized, meticulous analysis that complements your core services and ensures your clients receive every credit they deserve.
Partner with the Original Authors:
Offer your clients the unmatched authority of the firm that wrote the IRS-adopted Business Component Approach. We provide meticulous, audit-ready documentation that gives you and your clients absolute confidence.
Meticulous Human Expertise:
We do not rely on software algorithms. Our 30-year experts use a precise, transaction-by-transaction approach to ensure your clients receive the exact credit they deserve. No guesswork. No "credit mill" risk.
A Seamless Extension of Your Firm:
We make you the hero. We handle the complex calculations and documentation, and we work with you to ensure a smooth, correct filing. We are a resource, not a replacement.
Protect Your Client Relationship:
Our focus is strictly on specialized tax credits. We provide the solution, and you maintain and strengthen the client relationship. We are your partner, never your competitor.
Our Simple Process for Partners
We make it easy to bring more value to your clients.
Introduction & Assessment
You identify a client who may qualify for R&D or other complex credits. We join you for a no-obligation call to assess the opportunity.
Meticulous Analysis
Our expert team (never software) performs the deep-dive analysis, leveraging our 30 years of experience. We handle all the complex documentation and calculations, keeping you informed.
Review & Filing
We deliver a comprehensive, audit-ready package for your review. We provide every calculation and substantiation you need for a correct and confident filing.
Unwavering Support
We stand by our work. As the authors of the IRS-adopted methodology, we are fully prepared to support our findings, giving you and your client ultimate peace of mind.
Enhance Your Practice Today
Stop turning away complex R&D credit opportunities or referring to firms you can't trust. Partner with the definitive industry authority. Let's work together to deliver maximum value to your clients with absolute confidence.
