Capturing Capital
for Innovators
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.
What we do
Our team works directly with your team — CFOs, CPAs, and technical leads — to navigate the credit requirements and produce clear support documentation.
We’re not here to sell you on the idea — we assume you already know it’s worth looking into. We’re here to make sure it’s done right.
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.
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.
— Michael Frost, President | Heritage Family Office“Charles and his team operate with the kind of discretion and competence that our clients expect from anyone we bring into their world.”