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What we do

Who we help

Case Studies

What makes it work

Focused

We specialize in one thing: research and development tax credits

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.

Committed

We don’t charge for audit support. If it’s needed, we’re there.

Hear it from our clients

"Charles and his team operate with the kind of discretion and competence that our clients expect from anyone we bring into their world. We don't have to manage the relationship or oversee the work. We refer, they deliver, and our clients are taken care of.

What also sets them apart is the boutique nature of the firm. We've worked with larger R&D companies where things get impersonal. That's not the experience here.

If you're a firm that holds yourself to a high standard, R&D Advantage is a natural fit."

-- Michael Frost, President | Heritage Family Office

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