Tax Point Advisors

Tax Point Advisors provides R&D tax credit study services and other specialty tax services. We team with CPAs and their clients throughout the U.S. Our trusted CPAs, engineers and tax professionals assist CPAs and their clients in identifying and capturing their maximum federal and state R&D tax credits, as well as for cost segregation studies, energy efficiency studies, and other tax incentive programs. Our audit rate is under 5%, and our industry-leading audit success is unmatched. That’s because we don’t just calculate R&D credits—we have experts placed nationally so that we can also conduct a local, thorough onsite review processes for every study, then we write a bullet-proof, audit-defensible study report. The TPA Difference Multiple Client Site Visits Tax Point Advisors makes multiple client site visits for each R&D or energy study – large or small – always by experienced R&D or Section 179D Energy Deduction professionals. No Out-of-Pocket Costs Tax Point Advisors never charges clients for out-of-pocket costs, such as travel expenses. We have senior project teams on the ground in our offices across the U.S, so travel is generally by local staff. Fixed-Fee Pricing Our pricing is done on a fixed-fee basis. Because our fee is fixed, the IRS knows we have no financial incentive to find your client a bigger credit than our original estimate. While we often do find bigger credits, we receive no additional compensation. Clients Owns the Work In a Tax Point R&D study, the client owns all of our work. This means that the study report is useless under audit unless that client retains them for audit defense. With our studies, we provide not just the final numbers, but ALL of the work that got us to there, allowing full transparency, and giving the client control and ownership of all of the data.