Pricing

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Pricing Section

Flat Fee Pricing Built For You!

With years of experience and a results-focused approach, we empower businesses to navigate complexity and achieve their goals.

TAX
$10,000

R&D Federal Tax Credit

For early-stage and growing innovative companies building their foundation and maximizing their credit opportunities.

  • Quarterly Connect
  • Federal R&D Tax Credit Calculation & Forms
  • Audit Support Package
    • Project Overview
    • Methodology Memo
    • Support Summaries
    • Contemporaneous Documentation
  • Final Results & Analytics Call
Book Your Discovery Call
TAX
$15,000

Federal + State R&D Tax Credit

For innovative companies that also want to maximize their State credits.

  • Everything in Federal, and
  • State R&D Tax Credit Analysis
  • State R&D Tax Credit Calculation & Forms
  • Foreign Section 174 Analysis
  • Foreign Section 174 Support Package
Book Your Discovery Call
TAX
Custom

Acquisition Readiness

Designed for larger organizations, multi-entity businesses, and companies requiring ongoing strategic tax advisory and complex R&D credit planning.

  • Everything included in Federal + State
  • Dedicated CPA-led advisory
  • Section 174 compliance planning
  • Multi-state credit optimization
  • Annual tax planning sessions
  • Audit-ready documentation
  • Executive reporting & analytics
  • Priority support
Book Your Discovery Call

FAQ

How much does an R&D tax credit study cost?

Our pricing is based on a transparent flat-fee model. Most federal R&D tax credit studies are priced at $10,000. If your engagement also includes applicable state R&D tax credits, the total fee is typically $15,000, depending on the scope and complexity of the work.

We believe pricing should be transparent and predictable. Unlike firms that charge 20–30% of the tax credit generated, our flat-fee model allows you to keep the full benefit of your credit as your company grows. Our compensation isn’t tied to the size of your credit, allowing us to focus on preparing an accurate and well-supported claim.

Our engagement typically includes:

  • Initial discovery and strategy calls
  • Eligibility assessment
  • Federal R&D tax credit calculation
  • State credit calculation (if applicable)
  • Technical interviews with engineering or development teams
  • Documentation of qualifying research activities
  • Supporting credit summaries
  • Completed tax forms for your CPA
  • Filing support and coordination with your tax advisor

No. We believe in complete pricing transparency. You’ll know the cost of the engagement before work begins, with no percentage-based fees or unexpected charges as your credit amount increases.

We’ll discuss payment terms during the proposal process. Our goal is to provide a clear and straightforward engagement structure that works for both parties before the project begins.

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