How It Works
If you're running a startup and building cool stuff, there's a good chance you're leaving money on the table. The R&D tax credit isn’t just for big tech—your product tweaks, prototypes, and dev sprints might qualify too. Here’s how a tax firm typically helps you lock in the credit and shave down payroll taxes:
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The firm does a fast audit of your work—are you building new features? Testing tech no one’s done before? If so, you’re probably in. Once they confirm, you kick off the process with a simple engagement.
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You share docs like payroll reports, GitHub commits, sprint notes, or anything that shows who's doing what. We’ll chat with your devs or PMs if needed—no need to dig through old files yourself.
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The pros take over here. They map out which parts of your projects qualify, tally up the qualified expenses, and build the full study. It’s all structured to survive an IRS audit if it ever came up.
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They file Form 6765 to lock in the credit, then push it to Form 8974 to use against your Form 941 payroll taxes. You’ll see savings on your next payroll run. Real cash, not just a paper win.
Contact us
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