TTechnology Credit

Services

R&D credit support from study to refund follow-up.

Technology Credit supports CPAs, startups, and fund managers with focused study work, documentation, monitoring, and adjacent startup finance tools.

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01

R&D Tax Credit Study

Complete an R&D tax credit study with structured documentation, CPA-ready support, and a process designed to reduce founder and team interruption.

  • Comprehensive study documentation
  • Support for CPA and return preparation workflows
  • Audit-ready records and review notes
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02

Refund Support

Coordinate the steps between study completion, payroll or income tax filings, refund checks, and follow-up questions from advisors or agencies.

  • Refund path coordination
  • CPA and payroll filing alignment
  • Follow-up support through the refund process
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03

Credit Monitoring

Monitor R&D credit status after filing, track payroll-related steps, and keep clients informed when refund status or follow-up actions change.

  • Quarterly refund and filing review
  • Status visibility for clients and advisors
  • Issue follow-up when agency response is needed
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04

Startup Finance Tools

Support startup teams with adjacent tools and specialty services including time tracking, records management, bookkeeping workflows, SSBCI loans, and IPO coordination.

  • Time and project tracking support
  • Financial and tax document organization
  • Specialty finance and listing coordination
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