Yes. You stay your client’s CPA and you prepare and file the return. We run the screening and the study, then give you the file.

A short introduction to the client, and later the client’s payroll and expense data for the years in question. We run the project interviews with the client’s team directly.

The free screening takes 5 to 10 minutes. A full study typically takes several weeks, depending on how quickly the client’s team shares project details and records.

Yes, that is the usual case. We work from the client’s existing records and coordinate with you on what the return needs.

Often yes. Open tax years, usually the last three or four, can be claimed by amended return when the work qualified.

If the IRS questions the credit, we help you respond with the study file: the project documentation, the calculations and the supporting records. We confirm the scope with you before the study begins.

You do, as the preparer. We prepare the study and the supporting calculations, and your firm decides how the credit is reported on the return.

Yes. We have worked with clients outside Florida. The federal R&D credit works the same in every state, so we can screen and document a client wherever they are. You keep the client and the return.