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A SURGICAL METHOD
Our surgical study methodology maximizes your time and return.

TRUSTED PARTNERSHIP
We partner with
you and your CPA every step of the way to ensure success.

AUDIT
DEFENSE
If your tax credit claim is examined, we provide full and robust audit defense.

Your Tax Credit Specialists
expertise you can trust - 20 years of tax credit experience
Does your business qualify for the Research & Development Credit?

"Lindsay and Joshua helped our small nursery school get a sizeable payment from the IRS for the ERC tax credit. The whole process was very smooth and easy. Highly recommend!"
- Ruth Kaplan
The Research & Development Credit
Available for businesses in many industries
Creates a dollar-for-dollar offset of tax liability
Can be used to offset payroll taxes for start-up businesses
2025 tax legislation brought back full benefits of this incentive
Our team provides substantiating tax credit studies and full audit defense
How We Can Help

We determine what
credits are available and a detailed road map to secure them.

Our team delivers
your detailed tax credit study and forms for your CPA to file with your business tax return.

We provide full audit and appeals defense if your claim is questioned.
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