Best R&D Tax Credit Software & Tax Services

Omega Accounting has a five-step process for claiming R&D credits. First, the company does a full analysis of your business to identify qualified projects for the R&D credit. Next, Omega works with your team to gather expense data to calculate the amount of your credit.

Omega will then conduct interviews and gather documentation to verify your expenses. Omega then works with your team to make the filing process as seamless as possible, while also providing an executive report and audit support. Finally, Omega helps your business implement procedural changes to ensure you maximize your tax credits every year.

Omega Accounting does not provide pricing details online. You can contact the company by phone, email, or online form to learn more about pricing and what Omega can do for your business.

In addition to R&D tax credits, Omega Accounting can help you claim the Employee Retention Credit and even offers bridge loans for access to capital while you wait on the IRS. Additionally, Omega offers fractional accounting services, virtual CFO services, business intelligence, analytics, and reporting. See our full Omega Accounting review to see a full breakdown of these services.

Omega Accounting provides personalized service to help your company claim its R&D credits. But Omega also continues to work with your business beyond just filing, from providing support in the event that you’re audited to helping your business implement new procedures to maximize tax benefits in the future. This kind of support can help businesses understand confusing IRS rules and qualifications. Offering both R&D and ERC services can also help small businesses get the most out of their tax return.

ADP SmartCompliance HCM integrates with your existing system, including ADP, Oracle, SAP, Workday, and Infor. The Tax Credit module gives you access to ADP’s database of over 3,000 tax credits and incentives to maximize your tax benefits. The SmartCompliance platform includes workflow and data analysis tools, views of current and past performance, and automated discovery of tax credits.

ADP does not disclose its pricing for SmartCompliance. Interested business owners can contact ADP by phone or fill out ADP’s online form to schedule a personalized demo.

Beyond SmartCompliance, ADP also offers ADP payroll and tax services. Other solutions available for businesses include workforce management, recruiting and hiring services, benefits administration, HR consulting, and more.

If your business currently uses an HCM, ADP SmartCompliance may be a great option to help you maximize your tax benefits. With automated tax credit discovery, SmartCompliance helps your business identify R&D credits you may be eligible to claim, as well as other business credits like the Work Opportunity Tax Credit.

SmartCompliance can also be customized with other modules to streamline your business, including wage payments, payroll taxes, health compliance, wage garnishments, and more.

Gusto has an easy three-step process for claiming your R&D credits. To begin, Gusto will help you determine if you’re eligible to receive the credit, as well as how much you’re eligible to receive. Next, Gusto will identify your qualified expenses for claiming the credit. Finally, Gusto will prepare the tax forms needed to claim the credit. You’ll then file these forms with your income tax return.

In order to use Gusto’s R&D tax services, you’ll need to be a Gusto HR platform user. Pricing for Gusto starts at $40/month plus $6/month per employee. The R&D tax services add-on will cost 15% of identified tax credits. A discount is available for subscribers of the Premium plan.

Gusto is a payroll and HR platform with no long-term contracts required. In addition to its R&D tax services, Gusto offers unlimited multi-state payroll, hiring and onboarding tools, benefits administration, performance reviews, reporting, and more.

Gusto’s built-in R&D tax services are convenient for current Gusto users that want to manage their tax credits, payroll, and benefits all in one spot. This service is also a good choice for any business that’s looking for easy-to-use HR and payroll software that offers competitive pricing, good customer support, and numerous features and integrations.

Pilot has a streamlined four-step process in place to help you claim your R&D tax credits. Pilot begins with an in-depth study to identify qualified R&D expenses. Next, Pilot prepares the paperwork required to claim the credit. This paperwork will either be provided to you for your tax preparer, or Pilot will file the paperwork if you’re a current Pilot Tax customer. Pilot then provides all required documentation to support your claim. Finally, Pilot will work with your payroll provider if you opt to apply your credit to payroll taxes.

Pilot’s R&D credit services cost 2% of total qualifying expenses.

Pilot provides a number of other business services, including full-service bookkeeping and full-service tax preparation. Pilot also offers CFO services that include ongoing monthly CFO support and annual budgeting and forecasting.

Pilot’s competitive pricing really makes it stand out among its competitors. With many companies requiring paid monthly memberships or expensive fees, Pilot’s fee of 2% of qualified expenses is extremely competitive. And based on Pilot’s user reviews, the company still provides great service and access to a knowledgeable team despite its lower pricing.

Aprio has a five-step process in place to help you claim your R&D credit. This starts with educating you and your staff about R&D requirements. Aprio then investigates to find qualified R&D activities and related expenses. Aprio will also interview technical staff and analyze data to further identify expenses. Once all expenses have been identified, Aprio will calculate the amount of your tax credit. Finally, the company provides you with an executive report summarizing its findings.

Aprio does not disclose its R&D tax services pricing online. You can contact Aprio by phone or fill out a quick online form to schedule a consultation.

Aprio offers a wide range of business services aside from claiming R&D tax services. Aprio offers business advisory services, including financial consulting, retirement plan services, business valuations, and blockchain accounting services. Additionally, you can turn to Aprio for assurance, tax services, outsourcing, payroll, staffing services, and COVID relief assistance.

Aprio offers thorough, comprehensive R&D tax services, but the company can help you find other tax-saving benefits as well. This includes everything from job tax credits and training credits to film and entertainment tax credits. Aprio also specializes in employee retention credits and can help eligible businesses retroactively claim ERC and receive a refund from the IRS. The additional business advisory services are a nice addition to the R&D services that make Aprio stand out.

Stenson Tamaddon has a six-step process for claiming your R&D tax credits. A complimentary consultation kicks off the process, during which time the company will gather documentation. Using this documentation, the company will evaluate your eligibility and provide you with a timeline for filing your claim. If you don’t qualify, you won’t be charged for services.

If you do qualify and opt to move forward, Stenson Tamaddon will review your Qualified Research Expenditures. This and other information will be used to calculate your tax credit. After calculating the credit, you’ll be provided with a file that includes a technical report and supporting guidelines.

Stenson Tamaddon will then file your credit with the IRS. After filing your credit, the company takes additional steps to help you claim future tax credits more efficiently.

Stenson Tamaddon does not disclose its pricing. You will need to contact the company to get started with your free consultation.

In addition to R&D tax credit services, StenTam can help eligible small businesses claim the ERC. Businesses that qualify for ERC but don’t want to wait 12+ months for a refund check may also qualify to receive an ERC Advance, which provides funding in as little as three days.

Stenson Tamaddon offers a variety of additional tax services, including tax consulting, tax compliance, and business and personal tax planning. The company also specializes in Clean Energy Tax Credits and can assist with other tax credits, as well.

In addition to taxes, StenTam can also help businesses with employee benefits strategies.

IRS guidelines and tax codes can be confusing, but Stenson Tamaddon ensures that businesses remain compliant when claiming specialty tax credits like the R&D credit. The company utilizes technology and its team of experts to ensure that businesses are remaining compliant while maximizing their tax credits. Audit support and defense are added bonuses that can help you feel more secure when you file your claim with StenTam.