You captain your ship. We’ll navigate the tax code.

Most CPAs focus on compliance: filing accurately and on time. That’s essential, and we work right alongside yours. Our craft is the planning layer most filers never touch: the credits, entity moves, and multi-year strategy that lower what you actually owe. Keep your CPA. We make them look good.

The IRS defines qualifying research far more broadly than most owners assume. Refining clinical protocols, integrating new diagnostic or imaging technology, formulating or testing compounds, and improving lab or CAD/CAM processes can all count. We run a specialized study to find and defend what your practice already does.

It depends on your practice, but the average R&D credit we find runs about $32,376, and credits can often be claimed retroactively across prior open years. The savings snapshot above gives you an illustrative range; the Fit Call gives you a real number grounded in your filings.

Planning strategies can lower this year’s liability as soon as they’re implemented. For refund claims, the study and filing move quickly on our end; the IRS then processes on its own timeline, typically a few months, occasionally longer.

Three steps: a fifteen-minute Fit Call to see whether we’re the right guide for you, a simple and secure document collection, then implementation and ongoing advisory. If we’re not the right fit, we’ll tell you on the first call.

Yes. We’re based in Charlotte and partner with private practice owners nationwide. Everything from the Fit Call to ongoing advisory runs remotely, with your dedicated Navigator as your point of contact.