We help U.S. and Canadian companies claim Research & Development tax credits.
We helped a startup company that qualifies as a small business save $250,000 in tax credits. Startup with proprietary product that assesses the chances of success of other startups. We managed the paperwork needed to file an R&D claim successfully to maximize benefits.
What Work Qualifies?
Activities qualify for the tax credit if they meet each of these criteria:
Many companies in the US and Canada qualify for R&D tax credits
The process of applying for these credits is arduous both for the accountant, who has to prepare the documentation and submit, and for the company, which has to provide certain paperwork/documentation necessary to meet the 4-pronged criteria
Many companies miss out on valuable money since they aren’t aware of the tax credit and/or don’t pull together the required paperwork showing they are eligible
Money is left on the table
Why Finch Tax?
End-to-end services
We handle the full R&D tax claim process for you. That includes identifying eligible R&D expenses, filing the right paperwork, and making sure your credit is accurately applied through your payroll.
Meticulous documentation
Our combination of software and experts make the R&D claim process and your paperwork meticulous. We also ensure your payroll provider, tax preparers, and accountants are all on the same page.
All-in-one support
With Finch you get tax, and R&D credit support all under one roof. We already know your numbers from the ground up: That means we work fast and efficiently to identify expenses and maximize your savings.
Here’s how we streamline the entire process:
We conduct an R&D tax study, which identifies the total amount of qualifying R&D expenses you can claim on its federal tax return.
We prepare and file the necessary tax paperwork to claim the R&D credit, if you use Finch Tax. Otherwise, we provide the right documentation for your tax preparer to file.
We provide required supporting documentation, which is an important prerequisite in case of an IRS audit.
We work with your payroll provider to apply the R&D credit against your payroll taxes and ensure it's accurate throughout the year.
If you use Gusto, we’ve partnered with Gusto to automatically apply the credit, saving you time.
What we do
Experimental Development
Involves systematic work drawing on existing knowledge and applying it to new projects or processes, paving the way for substantial R&D Tax Credits.
Basic Research
explores the foundations of scientific knowledge without specific application in mind, making it a prime candidate for R&D tax credits.
Applied Research
focuses on translating scientific knowledge into practical applications, making it a prime candidate for lucrative R&D tax credits.
Why we're different
There’s a reason that we’re the largest startup accounting firm in the US and Canada
The most tech-forward
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team.
he result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.
The most experienced
We helped many startups and companies of all sizes maximize their tax credits.
We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.
The most scalable
We’ll take your tax credit claiming all the way from start to finish until you get your tax credits claimed
We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.
FAQs
US
Canada
What industries does this work for?
What types of spending does it work for?
How does it help me save money on my taxes?
What is a qualified small business that can get up to $500,000 per year in credits?
Can you amend prior tax returns to get the credits?
Activities that qualify for the R&D Tax Credit
R&D Costs that can be recovered
What industries does this work for?
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