R&D Tax Credits, but made simple

R&D Tax Credits, but made simple

R&D Tax Credits, but made simple

We help growing tech companies uncover and claim valuable R&D tax credits—by making it simple, accurate, and actually worth your time.

We help growing tech companies uncover and claim valuable R&D tax credits—by making it simple, accurate, and actually worth your time.

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Your Credit Advisor

Our mission is simple: Increase your bottom line so you can reinvest in what matters—building your business.

Your Credit Advisor

Our mission is simple: Increase your bottom line so you can reinvest in what matters—building your business.

Your Credit Advisor

Our mission is simple: Increase your bottom line so you can reinvest in what matters—building your business.

Real Experience, Real Results

Proven methodology over years of experience to claim the credits you earned. No empty claims.

Real Experience, Real Results

Proven methodology over years of experience to claim the credits you earned. No empty claims.

Real Experience, Real Results

Proven methodology over years of experience to claim the credits you earned. No empty claims.

Peace of Mind, Guaranteed

We stand behind our work with unwavering commitment. We are proud to have all credits claimed by our clients sustained.

Peace of Mind, Guaranteed

We stand behind our work with unwavering commitment. We are proud to have all credits claimed by our clients sustained.

Peace of Mind, Guaranteed

We stand behind our work with unwavering commitment. We are proud to have all credits claimed by our clients sustained.

We guarantee accurate, on-time service from Certified Public Accountants that maximize your ROI.

We guarantee accurate, on-time service from certified accountants — or we’ll fix it for free.

Expert Support for Founders and Finance Teams

Financial Support for Your Everyday Life

How We Make It Easy

Here’s how we keep things simple and stress-free:

Financial Support That Fits Your Life

Financial Support That Fits Your Life

How do I get started with R&D Tax Advisors?

How do I get started with R&D Tax Advisors?

How do I get started with R&D Tax Advisors?

Do I need any special tools or software?

Do I need any special tools or software?

Do I need any special tools or software?

How do I know if I qualify for the credit?

How do I know if I qualify for the credit?

How do I know if I qualify for the credit?

We are here to add value back to your bottom line. Our pricing is transparent and aligned with your goals.

Think R&D tax credits are complicated or overpriced?

Think R&D tax credits are complicated or overpriced?

Think R&D tax credits are complicated or overpriced?

Don't let R&D tax complexity create compliance burdens or uncertainty. We make claiming credits straightforward and efficient, ensuring accurate, sustained results for the predictable financial benefits vital to your strategic objectives

Launch

For early-stage tech and software companies building their foundation. Includes:

Free Discovery Call

Federal R&D Tax Credit Calculation & Forms

Audit Support Package

Project Overview

Methodology Memo

QRE Support Summaries

Contemporaneous Documentation

Final Results & Analytics Call

Launch

For early-stage tech and software companies building their foundation. Includes:

Free Discovery Call

Federal R&D Tax Credit Calculation & Forms

Audit Support Package

Project Overview

Methodology Memo

QRE Support Summaries

Contemporaneous Documentation

Final Results & Analytics Call

Launch

For early-stage tech and software companies building their foundation. Includes:

Free Discovery Call

Federal R&D Tax Credit Calculation & Forms

Audit Support Package

Project Overview

Methodology Memo

QRE Support Summaries

Contemporaneous Documentation

Final Results & Analytics Call

Growth

For growing tech companies ready to maximize their credit opportunities. Includes:

Everything in Launch, and

State R&D Tax Credit Analysis

State R&D Tax Credit Calculation & Forms

Section 174 Calculation

Section 174 Support Package

Methodology Memo

Amortization Schedule

Final Results & Planning Call

Growth

For growing tech companies ready to maximize their credit opportunities. Includes:

Everything in Launch, and

State R&D Tax Credit Analysis

State R&D Tax Credit Calculation & Forms

Section 174 Calculation

Section 174 Support Package

Methodology Memo

Amortization Schedule

Final Results & Planning Call

Growth

For growing tech companies ready to maximize their credit opportunities. Includes:

Everything in Launch, and

State R&D Tax Credit Analysis

State R&D Tax Credit Calculation & Forms

Section 174 Calculation

Section 174 Support Package

Methodology Memo

Amortization Schedule

Final Results & Planning Call

Acquisition Readiness

For high-growth startups preparing for acquisition or funding rounds.R&D credits can impact your valuation—but only if they’re properly documented. We provide acquisition-ready credit documentation, audit defense, and investor-grade reporting to help you unlock full value at the negotiating table. Includes:

Custom R&D Credit Study

Investor-Ready Reports

Historical Lookbacks & Cleanup

Full Documentation & Support for Due Diligence

Audit-Ready Filing Review

Acquisition Readiness

For high-growth startups preparing for acquisition or funding rounds.R&D credits can impact your valuation—but only if they’re properly documented. We provide acquisition-ready credit documentation, audit defense, and investor-grade reporting to help you unlock full value at the negotiating table. Includes:

Custom R&D Credit Study

Investor-Ready Reports

Historical Lookbacks & Cleanup

Full Documentation & Support for Due Diligence

Audit-Ready Filing Review

Acquisition Readiness

For high-growth startups preparing for acquisition or funding rounds.R&D credits can impact your valuation—but only if they’re properly documented. We provide acquisition-ready credit documentation, audit defense, and investor-grade reporting to help you unlock full value at the negotiating table. Includes:

Custom R&D Credit Study

Investor-Ready Reports

Historical Lookbacks & Cleanup

Full Documentation & Support for Due Diligence

Audit-Ready Filing Review

What Does R&D Tax Support Look Like?

What Does R&D Tax Support Look Like?

What Does R&D Tax Support Look Like?

We don’t just calculate your R&D credit—we stand behind it.

Our process is built with audit-readiness in mind from day one. We provide full contemporaneous documentation of your qualified R&D activities, including:

  • A detailed methodology memo that outlines how each project qualifies

  • Calculations of qualified expenses by wage, supply, and contractor category

  • Supporting project-level narratives and activity breakdowns

  • IRS-ready reports formatted based on what agents actually look for during examinations

And if the IRS ever comes knocking, you’re not alone—we include full audit support at no additional cost.

We’ve worked on complex, high-dollar claims and know what scrutiny looks like. Our process reverse-engineers compliance so that the evidence is airtight before you even file.

Let us handle the credit, so you can keep building

Never Miss a Credit Opportunity

We stay ahead of deadlines, so you never miss a filing window or leave money on the table. Your credits, your compliance, fully covered.

Ready to claim what’s yours?

Let’s unlock the credits you’ve already earned—with smart, simple tax solutions built for founders and finance teams.

Ready to claim what’s yours?

Let’s unlock the credits you’ve already earned—with smart, simple tax solutions built for founders and finance teams.

Ready to claim what’s yours?

Let’s unlock the credits you’ve already earned—with smart, simple tax solutions built for founders and finance teams.

Book a Discovery Call

Have questions or ready to move forward? Contact us and book your free 45-minute Discovery Call.

Let us help you.