CONNECT Partners

R&D Tax Credit

Outsource the complex work without giving up control

Our R&D partner firm makes it easy for you to unlock R&D tax credits for your clients—without adding complexity to the your workflow. Our partner’s team of experienced CPAs handles the study while you stay at the center of the client relationship.
But the value extends further:

  • Minimal lift for your firm: With a simple handoff and proactive communication, our partner firm handles all the R&D work while keeping you informed and in control at every stage of the process.

  • Seamless experience for clients: The partner firm serves as a specialized extension of your team to ensure a non-disruptive R&D process for clients. And they never compete for core work (that’s always worth mentioning).

  • Expansive audit experience: Work with a team that fully understands what the IRS looks for and how to respond effectively, should an audit occur. The partner firm handles the paperwork so you’re audit-ready if needed.

  • Transparent, competitive fee structure: The R&D partner firm collects 15% of credits (industry standard is 20-30%), while your firm receives 25% of earned credits. And there’s no charge for clients who don’t qualify.

  • NEW revenue stream: Because you receive a percentage of the earned credit, it equates to a new revenue stream for your firm!

Margin Enhancement Solutions

Significantly reduce client spending with minimal effort

Our margin enhancement partner makes it easy for you to find hidden savings for your clients—with no upfront cost and no added complexity for your firm. The partner's team finds margin-boosting opportunities across six core business areas while you stay at the center of the client relationship. But the value extends further:

  • Zero-risk, performance-based fees: There are no upfront costs. Clients pay only a small share of the savings they actually realize, so there's nothing to lose by taking a look.

  • Minimal lift for clients: Implementation is quick and easy, and it takes very little effort from the client's internal team. The partner handles the heavy lifting.

  • Savings without the disruption: The partner reduces operating expenses, recovers overcharges, and tracks savings over time, all while protecting the vendor relationships your clients rely on.

  • Broad range of solutions: Support covers expense auditing (utilities, technology, merchant processing, waste, and more), shipping and logistics, employee engagement, tax credits and incentives, business process automation, and AP/AR optimization with virtual card rebates. Specialty services include healthcare revenue cycle management, tariff recovery, capital and credit solutions, class action settlement recovery, and employer and employee legal solutions.

  • A smarter alternative to layoffs: When margins get tight, clients can find meaningful savings before they have to cut staff.

  • Built for nearly any client: It works for businesses of almost any size, private equity portfolio companies, nonprofits, and municipalities.Our Margin Enhancement Solutions partner helps businesses uncover practical cost savings across technology, employee benefits, logistics, payments, recovery opportunities, automation, financing, and enterprise AI workflows—delivering specialized subject-matter expertise and practical implementation support to leadership teams.