Technology CreditServices
Technology Credit supports CPAs, startups, and fund managers with focused study work, documentation, monitoring, and adjacent startup finance tools.
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Complete an R&D tax credit study with structured documentation, CPA-ready support, and a process designed to reduce founder and team interruption.
Coordinate the steps between study completion, payroll or income tax filings, refund checks, and follow-up questions from advisors or agencies.
Monitor R&D credit status after filing, track payroll-related steps, and keep clients informed when refund status or follow-up actions change.
Help CPAs and enrolled agents connect R&D credit documentation with return preparation, payroll filings, and follow-up review steps.
Support clients and advisors with organized records, project narratives, and practical response material when an R&D credit claim is reviewed.
Support startup teams with adjacent tools and specialty services including time tracking, records management, bookkeeping workflows, SSBCI loans, and IPO coordination.