Get paid to innovate
When your portfolio company puts serious capital into engineering efforts, software development, or process innovations, the tax code rewards it. We specialize in turning that investment into a measurable return through a properly substantiated R&D tax credit.
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Who we help
We’re the specialist firm that family offices, private equity, and venture capital groups refer their portfolio companies to when the R&D tax credit is on the table. The work spans manufacturing, engineering, software, and the life sciences — and every engagement is built the same way: disciplined documentation, audit support included, full coordination with your existing tax preparer.
Who we serve
What makes it work
Focused
We specialize in one thing: research and development tax credits.
Committed
We don’t charge for audit support. If it’s needed, we’re there.
Collaborative
We work with your team and your CPA — not around them.
Structured
We do the calculation legwork, and guide the process of organizing required data.
“Charles and his team operate with the kind of discretion and competence that our clients expect from anyone we bring into their world.”
-- Michael Frost, President | Heritage Family Office