Our Competitive Advantage

R&D Tax Credit Analyzer

Small/Local CPA

Not Qualified to Offer Study
 
Knowledge
N/A
Quality
N/A
Support
N/A
Automation
N/A
Boutique R&D
20%*of Federal AND State Saving
+
$2K Minimum Fees
Per Study
Knowledge
Poor
Quality
Poor
Support
Extra $
Automation
None
Big 4 Consulting

$ 40,000 +
Per Study
Knowledge
Great
Quality
Good
Support
Extra $
Automation
None
Our Analyzer

20%*of Federal Savings Only

Per Study
Knowledge
Great
Quality
Consistent
Support
Included
Automation
Yes

Services Included That Others DONT

R&D Tax Credit Services
Technology Credit
Others
Full Documentation(IRS Required) Yes No
Form 941X and 8974 Yes No
Quarterly Payroll Amendments Yes No
Real Time Usage Monitoring and Planning Yes No
Pay with Saving Yes No
Audit Support(10hrs) Yes No
Document Repository Yes No

How We Hold Your Hands... Year after Year!

03/31
07/15
10/15
01/31

Study Done. Return Filed
File your company Income tax return with R&D tax credits reported and documented by 3/31
Refund Claim Filed
File your first refund claim and receive your paycheck by September
More Refund Claim
File more claim if you have credit left from last quarter
Check for usage and prepare for next year study
Prep for New Study
File more claim if still have credit left.
Start the new study process and aim to file by 3/31

Case Study

Mobile Gift-Card Redemption Company - Total 33K Saving
SUN MON TUE WED THU FRI SAT
March 1 2
3 4 5 6 7
8
9
10
11
12 13 14
15
16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
May 1 2 3 4
5 6 7 8 9 10 11
12 13 14
15
16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31

Case Study

Mobile Gift-Card Redemption Company - Total 33K Saving

March

Time Spent

8th

Client Completes 85% of Online Questionnaire

1
Hour

11th

Generated Credit Return and Sent to CPA

0.5
Hour

15th

CPA Confirm with us on Report and e-File Entire Tax Return to IRS

10
Min

May

15th

We helped Calculate April FICA tax amount and offset all with R&D Credits

10
Min

July

15th

We helped filing Form 941 for the Client

10
Min