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R&D Tax Credit Explained: Selecting a Qualified Service Provider for Your Firm
Taxes

R&D TAX CREDIT EXPLAINED: SELECTING A QUALIFIED SERVICE PROVIDER FOR YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 16, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other
Series: Research and Development Tax Credit, Taxes, Enrolled Agents
Course Description

This course will outline some of the technical area of the R&D qualification and quantification. It will also focus on criteria for selecting the right R&D service provider to minimize both your firm's risk and resources you may need. With the right service provider, your firm should exceed your client's expectations as a trusted advisor by bringing them significant cash savings that leading to better client relationships.

Learning Objectives:


  • Learn how to quickly review if a calculation is done right on form 6765

  • Understand what to ask the R&D preparer or your client about documentation and substantiation from the numbers provided to develop a good smell test if what you see will stand up against an audit

  • Learn what criteria to look for when selecting a qualified R&D service provider

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Zhen Wang

Technology Credit
Founder
[email protected]
(323) 377-3043

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Prior to starting Technology Credit, Zhen lead the Ernst and Young's Southern California R&D practice especially in the startup and mid-size business sectors. Zhen has 12 year of focused R&D experience in USA, and as EY's Greater China R&D practice leader after building it from the ground up in 2 years. Zhen's unique and extensive expertise in working with the IRS and state audit specialists for R&D claims had positioned him in developing the first SaaS based R&D credit study methodology with his current firm - Technology Credit.

About Our Presenter

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Technology Credit was seeded during 2017 as an experiment for developing a SaaS based study methodology. Technology Credit officially launched in mid-2018, and now 1) performs automated R&D study, 2) works with clients' CPA for proper tax return preparation, 3) assist, support and file forms 8974, 941, and 941X during the follow-up quarterly payroll cycles, and 4) performs IRS refund status update call for clients to complete the entire cycle of credit refund, No Exceptions. While our focus is on Startups, we are more than capable of performing the same study for regular businesses who use R&D credits to offset either corporate or individual income taxes. At Technology Credit, we provide significantly more services with quality and assurance than anyone else while we take care of you or your clients as if our lives depend on you. We build trust and friendship for every connection we come across.