Because R&D tax credits are what we specialize in, we've streamlined the process to optimize the time startups spend working with our expert CPAs. Learn more about our R&D tax credit calculation process.
Fill out our questionnaire or schedule a call, which will give us some basic information about your business.
PTI will provide you with the estimated payroll or income tax savings. It generally takes one to two hours to gather the info needed for the estimate.
We will request accounting data and other company information to determine the final credit. We will also work with company personnel to gather documents to substantiate the credit.
We provide the client and their CPA or payroll provider with the proper tax forms, including the R&D tax credit calculation, Form 6765, and Form 8974. We also coordinate with the client's CPA and payroll provider to ensure R&D tax credits are properly included on returns.
Audit support is included in our fee. If other unique needs arise, we are here to help.
