R&D tax credits for work your team already does
Book a 15-minute call with a CPA to talk through your projects and whether a detailed R&D credit review makes sense. We can work alongside your current accountant.
You do not need to change accountants or become a client to have the conversation.
15 minutes
Directly with a CPA
No obligation
For companies that build, design and improve
Manufacturers: food, chemicals, plastics, machinery, electronics and transport equipmentSoftware companies and teams building their own systemsEngineering, architecture and design firmsOwners, CFOs, controllers and engineering or product leadersWork that may qualify
Many companies do qualifying work without calling it “R&D”. Examples:
- Developing new products or improving existing ones
- Creating better or faster manufacturing processes
- Building or improving software
- Prototypes that needed several design changes
- Engineering custom solutions for customers
Generally, the work has to solve a technical uncertainty by testing different approaches. There is a federal credit, many states have their own, and some newer small businesses may be able to use part of the credit against payroll taxes. Rules and limits apply.
How it works
Book a 15-minute call
Pick a time that suits you.
Talk through your projects
With a CPA: what your team develops or improves, and how.
Decide on next steps
If a closer look makes sense, we explain the detailed review before you commit to anything.
Keep your current accountant
An R&D credit review is specialist work. We can work alongside your current accountant, and you do not need to switch.
What to expect
Meet with a CPA
Your call is with a licensed CPA
You speak directly with a CPA about your projects. Bring your questions; we can work alongside your current accountant and there is no obligation.
Frequently asked questions
How do I book?
Fill in the short form on this page with a good time to talk. We will email you to confirm a 15-minute call with a CPA.
What do I need for the call?
Nothing formal. It helps to know your main projects, roughly how many technical staff you have, and whether you have claimed the credit before.
We have claimed the credit before. Is this still useful?
It can be. A review can check whether all qualifying work and costs were included.
Do I need to change accountants?
No. We work alongside your current accountant.
Is there any obligation?
No. The call helps you decide whether a detailed review is worth it.
How do I stop emails from you?
Use the unsubscribe link in any of our emails, or the Email preferences page.
Book your 15-minute call
Tell us a little about your business and we will email you to set up a time with a CPA. Questions are welcome too.
Start with a 15-minute conversation
Talk it through with a CPA, ask your questions, and decide whether a closer look makes sense.
Book a 15-minute call