Services
R&D credit support from study to refund follow-up.
Technology Credit supports CPAs, startups, and fund managers with focused study work, documentation, monitoring, and adjacent startup finance tools.
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R&D Tax Credit Study
Complete an R&D tax credit study with structured documentation, CPA-ready support, and a process designed to reduce founder and team interruption.
- Comprehensive study documentation
- Support for CPA and return preparation workflows
- Audit-ready records and review notes
Refund Support
Coordinate the steps between study completion, payroll or income tax filings, refund checks, and follow-up questions from advisors or agencies.
- Refund path coordination
- CPA and payroll filing alignment
- Follow-up support through the refund process
Credit Monitoring
Monitor R&D credit status after filing, track payroll-related steps, and keep clients informed when refund status or follow-up actions change.
- Quarterly refund and filing review
- Status visibility for clients and advisors
- Issue follow-up when agency response is needed
CPA Filing Support
Help CPAs and enrolled agents connect R&D credit documentation with return preparation, payroll filings, and follow-up review steps.
- CPA-ready study packages
- Return and payroll filing coordination
- Clear support notes for advisor review
Audit Defense Support
Support clients and advisors with organized records, project narratives, and practical response material when an R&D credit claim is reviewed.
- Organized support files
- Project and expense explanation review
- Response support for documentation requests
Startup Finance Tools
Support startup teams with adjacent tools and specialty services including time tracking, records management, bookkeeping workflows, SSBCI loans, and IPO coordination.
- Time and project tracking support
- Financial and tax document organization
- Specialty finance and listing coordination