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We approach every R&D Tax Study as if we had to defend it - much like you do with your patients.

It's one thing to identify research and development categories - another to develop the supporting documentation. We recognize two things:

  1. Most doctors spend part of their time in R&D qualifying activities, and

  2. Most doctors are too busy to put together the documentation that makes the credit a reality for their practice.

Our goal is to make the process as efficient as possible. We recognize how important your CPA may be to your decision process. That's why one of the first things we typically do is reach out and introduce ourselves to your accounting team. CPAs are our biggest referral source.

 

We work with office managers, bookkeepers, CPAs, etc. to get the payroll and other supporting documents wherever possible.  But that doesn't mean we don't need you.

 

As we help develop the supporting study, your description of care delivery, identification of examination differentials, and follow-up protocols are integral. We typically require 1-2 hours of your time on a phone call to get the required information. 

Our team generally takes it from there. 

Our Process

We start with a quick interview to identify if the R&D Tax Credit is a good fit for your business.  If it looks like a good fit, we begin identifying qualifying research initiatives.

If the numbers look good, we reach out to your CPA to make sure that everyone is on board. These are generally very positive conversations. 

Once you have engaged our services, we leverage our experts on your behalf. We dive deeper into your systems and protocols, interview staff if needed, and evaluate profit and loss reports to generate all the tax forms you will need for Federal and State Credits. Our clients also receive a detailed R&D Report that connects your initiative to the IRS R&D requirements by evaluating your processes and the science involved.  

TaxRx Group provides the following to every client:

 

  • We develop a detailed Tax Credit Study supporting your R&D Initiatives

  • We communicate with your CPA

  • We provide all the necessary tax forms

  • We provide strategies for Federal and State tax utilization

  • We stand behind our recommendation with IRS Support should the need arise

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