Stay In The Loop

Learn how CPA firms can build a scalable, in-house R&D tax credit practice using standardized processes and modern technology, without referring work away or hiring specialists.

Many CPA firms overlook R&D tax credit opportunities already sitting in their existing client base — this guide shows how to identify them while minimizing technical risk and maintaining strong documentation.

Discover how R&D tax credit software like GOAT.tax helps CPA firms improve documentation, streamline workflows, and scale their R&D practice.

Businesses should consider claiming the Research and Development tax credit for various reasons, but eligibility must be determined and three types of R&D align with the business's nature.