R&D tax credit - Free assesment

R&D Tax Credit Services for CPAs

We help your firm maximize your client's Research and Development Tax Credits

CPA Firm R&D Tax Credit Meeting

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Tax Point Advisors brings significant added value to the services CPAs are able to offer to clients while ensuring that the CPA remains in the driver’s seat in the client relationship. Our specialists stay on top of all changes to R&D legislation and pertinent areas of the tax code so that you can focus on being the expert on your clients and their needs. Companies of all sizes qualify for the credit and can benefit significantly. 70% of states now offer a R&D Tax Credit. Read more about how we can help.

How We Can Help:

Tax Point Advisors is comprised of a team of engineers, CPAs and tax attorneys focused on helping CPAs and their clients apply for and receive substantial Federal and state Research and Development Tax Credits.

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How to Qualify:

A simple four-part test helps to determine qualified R&D activity. Companies of all sizes qualify for the credit and can benefit significantly. 70% of states now offer a R&D Tax Credit.

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Our Proven Process:

Tax Point Advisors makes it easy for your clients of any size to access beneficial Federal (and often state) tax credits. Begin the process that allows our experts to pinpoint available credits.

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Frequent Questions:

FAQ – Clarification of some common misconceptions about R&D Tax Credits. If you have more specific questions please feel free to contact us anytime.

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Get A FREE, No Obligation Assessment.

Contact us to determine the extent of Qualified Research Activities and to estimate the amount of the R&D credits. We’ll advise you regarding the potential tax savings and future benefits of conducting an R&D Tax Study.

What CPAs are saying about us?

We hired Tax Point Advisors for several valued clients. They performed detailed, professional R&D studies. Credits were claimed and refunded. When audited, Tax Point provided detailed answers to every question. Audits were all “NO CHANGE”! We recommend Tax Point Advisors.
Austin E. Brazee, Managing Partner, Brazee & Huban (MA)
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Our firm has been working with Tax Point Advisors for preparation of R & D Credits for several years.  Customer satisfaction is our #1 priority and their service is unparalleled.  I strongly recommend Jeff and his team of professionals.
Norman Yester, Managing Partner, Nicola Yester & Company, P.C. (CT) | www.nicola-yester.com
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I have worked with the professionals at Tax Point Advisors for several years and consider them to be an essential part of our team for delivering value- added services to our clients. Their responsiveness to our clients’ needs has always been exemplary. In comparison to other firms we have worked with Tax Point has proven to be much more cost effective, resulting in a higher return on investment for our clients. They work exclusively through CPA firms, we appreciate this approach as it avoids the direct selling to clients that has taken place when we have introduced other large national providers. I highly recommend Tax Point to CPA firms who want to insure that their clients are not “leaving money on the table” by failing to take advantage of allowable credits.
Kirk Leoni, Managing Partner, Nathan & Wechsler Co., PA (NH) | www.nathanwechsler.com
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Tax point has been an extremely valuable tool in reducing our client’s income tax liabilities. They have become a major selling tool in our practice development search for new clients.
Carl Weinberg, Managing Partner, Carl Weinberg & Co. (RI) | www.carlweinbergcpas.com
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As our firm does not have many clients that would be eligible for the research and development credits we did not want to incur the costs to be trained in this area. Fortunately, one of our clients started working with Tax Point Advisors to determine whether or not a credit study would be beneficial to them. Tax Point estimated the available credits, at no charge, and our clients engaged them. We were informed of the status of the credits calculations at all times, and when the research was completed Tax Point provided our firm with the necessary tax forms and backup to be included in our client’s tax returns. I would definitely recommend Tax Point Advisors to any firm considering having a tax credits study performed.
Timothy R. Coffey, V.P., Grass, Coffey & Scharlau, CPA’s (AZ) | www.gcscpa.com

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