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R&D Tax Credit

Seven years ago, Summit CPA had a client who asked about R&D tax credit, and as we've grown we received more inquiries on how to claim and who qualifies for it. At that time we didn't have much exposure to R&D tax credit, so we did our best to learn about this credit and while we thought we did a good job we realized there were still a lot for us to learn. In this podcast, we sit down with our host Tom Wadelton and Summit CPA Group's virtual CFO, our Director of Tax, Dave Danic, Jennifer Bolton and Maggie Crowley, Senior Tax Manager Consultant and Senior R&D Tax Credit Consultant respectively from Leyton to discuss about R&D Tax Credit and how Summit CPA Group partnered and with Leyton to assist and help serve our clients better in this aspect.

Episode 4 of the The Cleared Diagnostics Tax CPA Success Show podcast, hosted by Summit CPA , titled "R&D Tax Credit" was published on January 18, 2022 and runs 33 minutes.

January 18, 2022 ·33m · The Cleared Diagnostics Tax CPA Success Show

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Summary

Seven years ago, Summit CPA had a client who asked about R&D tax credit, and as we've grown we received more inquiries on how to claim and who qualifies for it. At that time we didn't have much exposure to R&D tax credit, so we did our best to learn about this credit and while we thought we did a good job we realized there were still a lot for us to learn. In this podcast, we sit down with our host Tom Wadelton and Summit CPA Group's virtual CFO, our Director of Tax, Dave Danic, Jennifer Bolton and Maggie Crowley, Senior Tax Manager Consultant and Senior R&D Tax Credit Consultant respectively from Leyton to discuss about R&D Tax Credit and how Summit CPA Group partnered and with Leyton to assist and help serve our clients better in this aspect.

Episode Description

"Sometimes CPAs get a little nervous or apprehensive because they're fully understanding what the research credit is about, how to claim it. So they're skeptical about how they want to prepare it or present it on return... So having another (party who) specializes in research credit services is very helpful because we're able to help the CPAs help their clients, which is basically the same goal that we all have in mind. Trying to get bigger amounts of credits for our clients, but we work together. So there's really no competition." - Jen Bolton

The finer details of this episode :

  • What is an R&D Tax Credit?
  • What are the new rules that applies to the R&D Tax Credit?
  • How do you know what qualifies for an R&D Tax Credit?
  • Advantages of partnering with firms like Leyton, that specialize in R&D Tax Credit

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