SERVICES
Comprehensive R&D Credit Solutions
in partnership with Sagemont Advisors
I work directly with founders, CFOs, and leadership teams to make the R&D credit process clear, fast, and defensible. Here's what that looks like:
R&D Tax Credit Studies
R&D Tax Credit Studies
Federal and state R&D credit studies, including 3-year lookbacks. We do the heavy lifting technical narratives, detailed calculations, and documentation built to withstand IRS scrutiny.
Section 174 &
OBBBA Advisory
Section 174 &
OBBBA Advisory
Under the One Big Beautiful Bill Act, qualifying companies can now immediately expense research costs rather than amortizing them over years. I'll help you understand what changed, what it means for your business, and how to take full advantage retroactively and going forward.
Audit Defense & Lookback Advances
Audit Defense & Lookback Advances
Every study we produce is audit-ready from day one. And if you have unclaimed credits from prior years, we can get you a lookback advance in as little as 7–10 days.
