A back office for the research credit.
TaxCreditPartner exists so an accounting firm can offer R&D tax credits without hiring for them. You keep the client. We do the study: qualification, computation, substantiation. Nothing else.
What we are.
The research credit is a specialist deliverable dressed up as a form. Doing it properly means engineering interviews, a defensible wage allocation, state-by-state apportionment, and a file that still reads well three years later in front of an examiner. Most firms can’t justify that overhead for the handful of clients a year who qualify.
So the credit goes unclaimed, or it goes to a provider who also wants the client’s tax return. TaxCreditPartner is the third option: a team that runs R&D credit studies for other firms, under a written restriction that we do the credit and nothing adjacent to it.
We work either way round. Refer the client and step back, or run the whole engagement under your own letterhead with us behind it. The work is identical; only the name on the deliverable changes.
Who does the work.
A small, senior team that does one thing. That’s the whole pitch, and it’s also the whole risk we’re asking you to take.
Scoped by the lead, not by a queue
Every partner-introduced client is scoped by the R&D lead personally: a short eligibility call, a conservative credit estimate, and a fixed fee, all before any work starts. No engagement begins on an unpriced hourly clock.
The same team, end to end
The people who interview your client’s engineers are the people who write the technical narratives. Nothing is handed to a documentation team that never spoke to anyone.
Built for the audit, not for the invoice
Studies are built to be read by an examiner: project lists, four-part-test narratives, payroll allocations, and the experiment record behind each claim. Files are retained seven years.
Your brand on every step.
Under white-label, your firm offers R&D credits as its own service. We run the study behind the scenes and every surface the client touches carries your name: the intake questionnaire, the status view, the finished study.
- Your engagement letter, your invoice, your relationship. Unchanged.
- You set the client price; we bill you at a fixed partner rate per claim.
- Client data moves through one secure portal, scoped to the study team.
- Audit-ready documentation on every study, delivered ready to attach.
Why firms partner.
Three reasons, in the order firms actually rank them.
- Revenue without headcount
- A new service line with no hire, no training budget, and no specialist you have to keep busy in the quiet months.
- One fewer reason to shop around
- The client who asks about the credit and hears "we don't do that" is a client already halfway to someone who does. Now the answer is yes.
- A restriction in writing
- The non-compete is a clause in the partnership agreement, not a line on a website. It’s the one you can enforce.
How a partnership starts.
Three conversations, and none of them are a procurement exercise.
- 01
A call about your clients
Twenty minutes on your book of business: how many clients build software or hardware in the US, and what you’d want the credit to look like from their side.
- 02
Pick the model
Referral or white-label. You can start with one and move to the other; most firms refer the first study and take the second under their own name.
- 03
Agreement, then a first look
A short partnership agreement including the non-compete clause, then a no-cost review on the first client you’d like us to look at.
Ready to add the credit to your firm?
Tell us about your firm and we’ll come back with what a partnership would look like, referral or white-label, and what the economics are. If it’s not a fit we’ll say so.