R&D Tax Credits
Federal and state credit studies for the work your teams already do, documented to hold up on exam.
Learn more →R&D tax credits and incentives from Big 4-trained specialists, with the attention of a boutique. Partner-led from first call to filing.
If your team designs, tests, or improves products, processes, or software, you are probably doing qualifying research. Most mid-sized companies never claim the federal R&D credit, or claim only part of it.
Federal and state credit studies for the work your teams already do, documented to hold up on exam.
Learn more →Clear guidance on which research and software costs are capitalized or expensed, coordinated with your R&D credit.
Learn more →Engineering-based studies that accelerate depreciation on buildings you buy, build or renovate.
Learn more →§179D for buildings that began construction by June 30, 2026, plus §45L for homes already certified.
Learn more →Partner-level support through IRS and state examinations of credits and incentives.
Learn more →A 30-minute call to size the opportunity.
Short interviews and the data we need, nothing more.
Credit computed and supported project by project.
We support your filing and stand behind it on exam.
CFOs & Controllers
Companies seeking to maximize cash flow from development activities and capital expenditures without pulling engineers into cumbersome time-tracking.
External accounting firms looking for an unbundled, non-competitive specialty partner to handle high-stakes R&D, Section 174 and cost segregation studies for their existing clients.
Enterprise tax teams requiring partner-level bandwidth and technical controversy support for complex LB&I examinations and ASC 730 directives.
A former Big 4 Managing Director with more than 26 years of R&D tax credit experience, Todd has defended more than $1 billion in federal and state credit claims and leads the firm's audit defense and Section 174 work.
Trained in Big 4 tax and seasoned at specialty firms, Max brings more than 19 years and over 2,000 engagements in tax incentives, and is a trusted resource to clients, CPAs and advisors on incentive planning and strategy.