Think Advisors, LLC

Clients Served

1,200+

Years in Business

20+

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Our R&D Tax Credit Study Process

Think Advisors takes clients through a four-phase process to identify, substantiate, calculate and file for R&D Tax Credits. While the process can be lengthy, we make it easy for our clients, minimizing disruption and allowing them to continue focusing on their business, while we focus on recovering money on their behalf.

Phase 1: Free Initial Assessment

We begin by learning about your business operations to verify that your company is a good candidate for the R&D Tax Credit, and to provide a high-level estimate of what the R&D Tax Credits could be for the tax year or years under review.

Phase 2: Intro/Study Design

Here we interview key company personnel to identify projects, processes, departments and technologies where potential qualifying research expenditures exist. We also evaluate the type and availability of existing documentation to substantiate the qualified research expenditures. We then move on to designing a study plan tailored to your unique circumstances.

Phase 3: Implementation

This is where the detailed work happens. We conduct interviews with additional staff, analyze existing documentation, and align wages and other eligible costs with qualifying R&D activities. Our team then performs a thorough technical and financial analysis to calculate the full credit and compile supporting documentation.

Phase 4: Reporting

In the final phase, we prepare and deliver a comprehensive R&D Tax Credit Study that serves as audit-ready support for the credits being claimed. We also work closely with your CPA to assist with current year filings and amended returns, as needed.

Think Advisors: Your R&D Tax Credit Advantage

For over 20 years, Think Advisors has helped innovative companies across the United States turn qualified research and development investments into significant capital. We are a leader in the R&D Tax Credit space, recognized for blending deep technical knowledge with a practical, defensible approach that produces tangible results.

Our team is made up of former Big 4 accounting firm tax partners, attorneys, CPAs, engineers, and other professionals who bring our clients decades of experience navigating the complex federal and state tax codes. We partner with CPA firms to provide R&D Tax Credit Services for their clients, recovering capital and increasing their ability to compete, grow faster, and improve profitability.

Industries Served

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Office Locations

Miami, FL

Address:

Miami, FL

Phone:

Fax: