While many CPA firms are aware of the tax savings potential offered by research and tax (R&D) tax credits and other tax credits and incentives, not every firm has the resources to take on the application and documentation process, as well as help clients account for tax credits. 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
Client Development Support
In addition to these services, Tax Point Advisors can also work with your firm by:
Why Tax Point Advisors?
We are different from other R&D tax credit service providers because we:
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, Employee Retention Credits, work and hiring credits, and both the 179D and 45L energy efficiency deductions 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.
"My firm and I have been working with Jeff and Tax Point Advisors for several years now. Jeff and his team have been especially helpful on the front end of engagements, providing accurate estimates of the amount of credits that could be generated, and the costs in term of dollars and my clients’ time that would be involved. Jeff’s firm’s general R&D resources are also top notch, allowing me to identify R&D credit opportunities for my clients in industries where I thought there was no opportunity for such credits. Work has been done timely, and efficiently, and my clients have been very satisfied with the work performed."
Stephen Rickert, CPA Partner Armanino LLP (CA)
www.armaninollp.com
"Our firm has been working with Tax Point Advisors for preparation of R & D Credits for several years. Client 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
"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
"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
"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 credit 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 credit study performed."
Timothy R. Coffey, V.P., Grass, Coffey & Scharlau, CPA's (AZ)
www.gcscpa.com
"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)
