Working With CPAs

Tax Point Advisors’ National Experts and Local Touch means that we partner with you and your clients across the country to deliver personal service and optimal results.

While many CPA firms are aware of the tax savings potential offered by research and tax (R&D) tax credits, not every firm has the resources to take on the application and documentation process, as well as help clients account for R&D tax credits. Now that Congress has enhanced this federal tax credit and made it permanent, more of your clients than ever can qualify. If you don’t offer the increasingly popular tax credit to your clients, someone else will.

Tax Point Advisors, a team of engineers, CPAs and tax attorneys, focuses on helping CPAs and their clients successfully apply for federal and state tax credits, as well as other specialty tax services. With offices across the country, we offer CPAs and their clients national expertise with a local touch.

R&D Tax Credit: An Underutilized Client Service

While more than 14,000 U.S. companies claim federal R&D credits annually, less than 33% of companies that qualify for the credits actually utilize them. This is mostly due to misconceptions about which activities qualify, the uncertainty around the documentation process and fear of IRS audits. Many companies need help in determining the R&D tax credit calculation.

CPA Firm Partnership Program

Tax Point Advisors offers a special partnership program to CPA firms to help expand business through a strong R&D tax credit service. There are two benefits of this value-added service. First, by providing educational information about R&D credits to your team, we can help your CPAs more easily identify R&D opportunities. Second, by providing a host of marketing and client development materials, we can help your professionals make clients and prospects aware of their potential opportunities to claim R&D credits.

Educational Opportunities

  • One-on-one/group meetings with tax partners and professional staff
  • Presentations at partner retreats
  • Lunch and learn programs
  • Technical update seminars and on-site CPE sessions
  • Webinars, which can be made on-demand for future use
  • Scheduled visits to your firm throughout the year upon request

Client Development Support

  • Presentations at CPE days for clients/contacts/prospects
  • In-person assistance with presenting tax-saving opportunities to existing and prospective clients
  • Collateral (brochures, information sheets, case studies), including materials that can be customized using your firm’s name
  • PowerPoint presentations
  • Online content that can easily be shared with your prospective clients, including blogs, e-books and e-blasts

In addition to these services, Tax Point Advisors can also work with your firm by:

  1. Conducting an analysis of your current clients for potential opportunities.
  2. Reviewing past R&D tax credit studies conducted either by your firm or external providers to demonstrate our unique and thorough approach to R&D tax credit studies. Results are only made available to the CPA firm – not to the client – to protect your advisory status.

Why Tax Point Advisors?

We are different from other R&D tax credit service providers because we:

  • Conduct our research at client sites for every study
  • Work with each CPA firm in the manner they prefer—the CPA remains in the driver’s seat in the client relationship
  • Perform our work on a simple, fixed-fee basis
  • Offer complete transparency and a clear, predetermined ROI for your client
  • Utilize an independent, third-party tax attorney and IRS audit defense expert to review our studies before completion
  • Our clients own all of the R&D tax credit study which gives them control and ownership of all data

Specialty Tax Services

In addition to R&D tax credit studies, Tax Point Advisors offers additional services to CPA firms and their clients, such as audit defense, cost segregation studies and the 179D deduction for your clients that invest in energy-efficient buildings.

To learn more about the CPA Firm Partnership Program and the benefits of R&D tax credits and other specialty tax services from Tax Point Advisors, simply fill out the form on this page and a member of our team will be in touch with you. Or, you may call us at (800) 260-4138 nationwide.


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