For Family Offices, Private Equity & Venture Capital
When you refer your portfolio or your clients to a specialist, your own judgment is part of the engagement. R&D Advantage is built to take that seriously.
The problem we were built to solve
Family offices, private equity firms, and venture capital groups don’t file R&D tax credits. Portfolio companies do. When the credit question surfaces — inside a diligence review, a tax planning conversation, or a CFO’s first pass at the prior year — the question isn’t whether the credit exists. It’s who you can trust to document it to your standard, manage the engagement without being managed, and hand your client back a deliverable that holds up in audit years after filing.
That’s the firm we built.
What this means in practice
Discretion by default.
Client information stays inside the engagement. No case studies on our website. No client logos. No anonymized-but-recognizable portfolio descriptions. NDAs on request, signed before the first working conversation.
Independence from your existing advisors.
We don’t replace the tax preparer, the wealth manager, or the family office CFO. We produce the specialized work — the four-part test analysis, the qualified research expense calculation, the project narratives, the complete audit-ready deliverable — and hand it to your existing team to file. Relationships stay intact.
Audit support, included.
If the credit is reviewed, we’re there. It’s part of the original engagement, not a separate line item.
We say no when the answer is no.
Not every activity qualifies, and not every dollar of R&D spend is a qualified research expense. We tell clients when something doesn’t meet the four-part test. The credit a client keeps is worth more than an inflated credit that creates a negative return when they have to give it back.
One specialization.
Research and development tax credits. Nothing else. Not a practice area inside a broader tax firm. Not a side offering. One thing, done at depth, every engagement.
“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.
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
A conversation, not a pitch
If you’re deciding who to refer your next R&D credit question to, fifteen minutes is usually enough to evaluate us. We’ll walk you through how we’d handle a typical engagement, and you’ll have what you need to decide.
Schedule a Consultation
No pressure. No Pitch. Just clarity.