Unlock Potential Tax Savings—Fast

Find out instantly if your business may be eligible for the R&D Tax Credit with our specialist-designed Quick Check.

Most companies overlook valuable credits, assuming R&D Tax Credits are just for scientists or high-tech labs. In reality, you could qualify for making tangible improvements, solving problems, or refining processes—activities your team does every day. Our R&D Tax Credit Eligibility Quick Check is a free, plain-English tool created by tax credit specialists, based on real-world patterns from hundreds of successful claims. It only takes minutes to uncover a potential R&D tax credit opportunity without providing sensitive financial information. Instantly learn where you stand and get actionable next steps, including the option to book a review call if you score Yellow or Green. Over $15 billion in R&D credits are claimed each year—don’t leave your share on the table.

Customer testimonials

Here’s what our clients are saying about us

I have worked with a lot of professionals and advisors over the years, and I can say without hesitation that working with this team has produced real, measurable results for our company.

They have helped us identify strategies that have saved us **hundreds of thousands of dollars in taxes and tax credits**, while also helping us reduce the cost of employee benefits by **tens of thousands of dollars**—without losing sight of what those benefits mean to our employees and their families.

What I appreciate most is that their approach goes well beyond simply pointing out opportunities. They take the time to understand the business, explain the options clearly, and help put strategies in place that actually make a difference.

For a business owner who wants to be more intentional about protecting what they have built, reducing unnecessary costs, and planning intelligently for the future, I would highly recommend working with them. They have delivered tremendous value to our company and have absolutely earned a five-star review.

Kevin Graham-Owner Suncoast One Title

Pat and Ashley’s team was outstanding to work with from start to finish. What impressed me most was that they did exactly what they said they would do, even when unexpected obstacles came up along the way.

Communication was excellent throughout the entire process. They kept us informed, explained things clearly, and handled some difficult negotiations with a high level of professionalism, patience, and expertise.

It is easy to make promises when everything is going smoothly. This team showed their character when things became more complicated, and they stayed committed to getting the job done.

I highly recommend Pat and Ashley’s team to anyone needing help with ERTC, PPP, tax planning, or professional financial and tax advice. Their knowledge, communication, and commitment to their clients truly set them apart.

Adam Beams-Owner Global Homes Group

Patrick and his team were a pleasure to work with. As a business owner, it’s refreshing to work with an advisor who truly understands the realities of running a company and doesn’t just push generic solutions. Patrick took the time to understand our goals, explained options clearly, and helped us put a plan in place that actually makes sense for the long term.

His approach is thoughtful, straightforward, and focused on helping business owners prepare, protect, and prosper with confidence. I would highly recommend Patrick to other business owners who want clarity, proactive guidance, and a trusted advisor in their corner.

 

Shawn Racine-Owner

Superior Landscape