Working with our team to help your clients successfully implement R&D tax credits is a longstanding, time tested way to provide tremendous value to your clientele while increase your tax planning revenue. *We are Circular 230 compliant and can compensate most CPA's for referring their clients to our team.
We have the largest international R&D tax team behind us with 27 offices in 11 countries, with 1,500 employees. Our tax team sole focus is R&D tax credit planning, we do not offer any-other accounting services, we are in a true partnership with you, never competing. Our Tax team prepares a comprehensive R&D study with which we work with our client CPA to submit the study and documentation to the IRS. Every client we work with, we are also working with their CPA.
Insurance and Financial Advisor have a tremendous opportunity to provide value and cement their position as The Trusted Advisor to their business owner client. Simply by identifying which clients and prospects in your book of business that could potentially qualify, and then introducing them to our team can provide considerable revenue for your practice, as well as open the doors for more advanced planning opportunities. *securities licensed advisors must check with BD to verify they are able to receive commission for the R&D credit.
"Research and Development Group served as a real asset to my clients, I was shocked to lean how much this could benefit my client base, in additions the referral fee I received was noticeable, a true win, win , win." - Vitorino Oliveira, True Vision Consulting, Las Vegas, NV
"Being in the insurance / financial planning business for over 15 years, I was literally blown away that I, of all people, had never heard of R&D tax credits. As a fiduciary it is my responsibility to inform my business owner clients of this incentive program. I've never seen something so profound and impactful to the bottom line of a business. I have referred many clients to Research and Development Partners and all of them have been treated with a Ritz Carlton level of services and care. This referral partnership has increased by cashflow and allowed my to different myself in the market place" Josh Millang MFG agency, Urbandale IA.
Providing clients with innovative tax efficient strategies to maximize their tax liability has been part of my practice for more than 25 years. I've worked in many areas of the financial industry including acting as the general manager for some of the largest global financial institutions in North America working directly with the C-level team, And not once have I head R&D tax credits mentioned. Its simple just underutilized and what Research and Development Partners bring to the table is a valuable, honest and transparent international partnership-Mark B, AvaCar Financial Geneva Switzerland
In 30 years, I've never seen an easier conversation starter than talking about a federal program thats been around for almost 40 years and that virtually everyone you speak to has not yet implemented. Talking to our clients about how their business may very well be entitled to significant cash, -David Aspeer ESG Financial, Concord, New Hampshire
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