FORT WORTH, TX – Adding to the dynamic force of our R&D Tax Credit consulting team, Rachel Bishop and Moi Romero have assumed pivotal roles, propelling our firm's R&D sector towards exponential growth.

Rachel Bishop, an esteemed CPA with over 17 years of comprehensive R&D Tax Credit expertise spanning diverse industries, became an integral part of our expanding group in May 2021. Her remarkable background includes working with startups as well as Fortune 500 companies. With a notable fourteen-year tenure as Managing Director of Black Line Group's R&D practice, Rachel now brings her wealth of knowledge to GOAT.tax. Collaborating closely with Deb Roth, our Managing Director of R&D, Rachel's presence bolsters our R&D practice, ensuring top-tier outcomes and an unparalleled client journey.

Furthermore, Moi Romero, a veteran of our R&D practice for over a decade, has recently taken the helm of our Tax Controversy division. Moi's expertise, honed over nearly 20 years, centers on federal and state R&D tax incentives, with a strong emphasis on advocacy during examinations and representation throughout appeals.

The remarkable growth of Source Advisors' R&D practice, which has doubled in size since 2012, is evident. Currently comprised of 21 dedicated professionals, we anticipate the addition of several more accomplished team members in the upcoming year.

ABOUT GOAT.tax

For over 40 years, GOAT.tax has been a driving force in simplifying R&D tax credits for businesses. With a diverse national team of 50+ experts boasting 350+ years of experience, GOAT.tax provides clarity in tax preparation. This is especially beneficial for SaaS companies, making complex tax credit incentives accessible. In collaboration with Source Advisors, GOAT.tax leverages specialized expertise to navigate R&D tax credits, a proven business growth catalyst, helping 70+ industries claim over $19 billion annually. With 9,800+ R&D tax credit studies, GOAT.tax stands as a reliable partner supported by a network of 50+ professionals. Learn more at www.goat.tax.

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Which Industries Qualify?

The R&D tax credit can be applied to a wide variety of industries, including (but not limited to):

Aerospace

Tool & Die

Metal Fabrication

Plastics & Injection Molding

Consumer Products

Manufacturing

Architecture & Engineering

Food & Beverage

Financial Services

Mortgage & Banking

Software Development

Chemical

Contract Manufacturing

Construction / MEP

Pharma

Oil & Gas

Popular

By
Deb Roth
on
August 14, 2023

Maximizing Cash Flow Through Government Tax Opportunities

Amid the ongoing challenges posed by COVID-19, numerous small and midsize businesses are grappling with maintaining cash flow, operational capabilities, and their internal research and development initiatives. While the Coronavirus Aid, Relief, and Economic Security (CARES) Act did extend financial aid to these COVID-19-affected enterprises through emergency grants, retention tax credits, and forgivable loans, these solutions offer only temporary cash flow relief, falling short of providing lasting solutions.

By
Deb Roth
on
August 14, 2023

Understanding the R&D Tax Credit Carryforward Period

The R&D Tax Credit Carryforward Period refers to the duration during which unused portions of research tax credits can be applied to offset future tax liabilities. This provision is often overlooked by many taxpayers who are eligible for R&D Tax Credits. In most cases, companies that have qualified research expenses but lack current income can carry forward these credits to offset taxes on forthcoming profits. The carryforward period allows credits to remain applicable for up to 20 years. Additionally, the option to carry back credits for the previous year is also available.

By
Deb Roth
on
August 14, 2023

Are R&D Tax Credits Convertible to Cash?

Navigating the world of R&D Tax Credits often prompts the question: Can these credits be converted into cash refunds? It's a query frequently posed by businesses seeking to maximize their returns on research and development investments. While R&D Tax Credits themselves aren't inherently refundable, they can still yield a financial windfall in the form of cash benefits.

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