If you already have an accountant you trust, you don't have to give them up. We identify your R&D tax credit and hand it off to your CPA to claim. Want your books handled too? We do that as well.
R&D tax credit
We look at whether your product and engineering work qualifies. If it does, we document the credit and hand it off to your CPA to claim on your return.
Check if you qualifyBookkeeping, if you want it
$200 /mo starting
Nothing to cancel and nobody to replace. Your accountant stays your accountant.
We look at your product and engineering work, find what qualifies, and document it.
We hand the credit off to your CPA, who claims it on your return like they do today.
Stays the same
Gets easier
No. We identify your R&D credit and hand it off to your CPA, and our bookkeeping plan is bookkeeping only. Your CPA keeps doing your tax returns and the advice you already rely on.
Yes. We're happy to meet with you and your CPA together and work out what they need from your books before you decide anything.
Yes. We check whether your work qualifies for free. If it does, we document the credit and hand it off to your CPA to claim on your return. Bookkeeping is there if you want it.
Tax prep and filing are included starting with our second plan, so you can move your returns over whenever it makes sense for you. It's an option, never a requirement.
Bring them. We're happy to walk through how we'd work together before you decide anything.