Exactera combines R&D tax credit software with a team of knowledgeable experts to streamline the application process and calculate U.S. federal and state credits. The result? You can apply for the credit with confidence—and reap the most reward.
Robust Reports
Organized Data
Knowledgeable Experts at Your Service
Transparent Pricing
Customized Services
Automated, Secure Data Transfers
Efficient Document Management
Robust Reports
Exactera’s technology-based R&D tax credit services take the hassle out of the R&D tax credit claiming process. Our team captures expenses related to payroll records, General Ledgers, and other project information, calculates state and federal tax credits, and produces robust reports. Plus, the data is organized in an accessible cloud-based repository, so you can refer to it throughout the year.
Organized Data
Payroll records. General ledgers. Project notes. Specifications. Gross receipts. Documenting R&D projects to the IRS’ satisfaction requires an enormous amount of data, which can be a chore to organize and store.
Exactera’s R&D tax credit technology organizes and stores information in an accessible cloud-based repository, so you can access—and use—your data whenever you need it.
Knowledgeable Experts at Your Service
Have questions about your R&D projects? Our experts are here to help. They’ll work with you to streamline data-capture efficiency, conduct functional interviews and surveys, construct and report R&D project narratives, and strategize to optimize your credit overall.
Transparent Pricing
Our technology-based R&D tax credit services combine the efficiency of software with years of professional R&D tax credit expertise. Our R&D tax credit services are available for one transparent price—say goodbye to hourly rates and hidden fees. By allowing you to minimize the cost of claiming R&D tax credits, we help you maximize your opportunity.
Customized Services
Exactera’s R&D tax credit services are available through a variety of packages, which may include:
Automated, Secure Data Transfers
The U.S. federal R&D tax credit calculation is based on comprehensive company data, including the taxable income of employees who contribute to R&D activities. Exactera’s technology-driven R&D tax credit services make collecting and transferring payroll data seamless and secure. With our optional Finch API add-on, we’re able to securely retrieve wage information directly from the payroll provider and alleviate the clients’ burden of manual data extraction.
Efficient Document Management
Claiming R&D tax credits means chasing down pertinent information, but sending emails back and forth isn’t the most efficient way to manage your R&D tax credit claims. Exactera streamlines the process with FileInvite’s customer portal technology—an easy and efficient way to request and update documents, sign reports, and track progress in real–time.
Payroll records. Ledgers. Project notes. Specifications. Gross receipts. Documenting R&D projects to the IRS’ satisfaction is a time-consuming job—which is precisely why so many taxpayers outsource the work to high-priced, pay-by-the-hour consultants. Buy why overspend on collecting a tax credit you’ve already earned?
The R&D tax credit is the largest annual tax credit available to U.S. companies and applying for the credit is easier and more affordable than you think—if you enlist the help of technology-based consultants. Exactera combines R&D tax credit software—with a team of knowledgeable experts—to streamline the application process and calculate U.S. federal and state credits. The result? You can apply for the credit with confidence—and reap the most reward.
Unlike traditional consultants, our pricing is transparent—there are no hidden fees.
So, what are you waiting for? See how Exactera can help you get the most out of your R&D tax credit today.
Whether your tax department needs a little extra help with R&D tax compliance services—or if you'd prefer someone to document R&D tax credit claims for you altogether—Exactera can help.
Our technology-based R&D tax credit services calculate U.S. federal and state credits, and they're available in a variety of packages and price points. Our pricing is transparent—read: no hidden fees—and our knowledgeable tax experts are here to help you get the most out of your R&D investment.
Maximize your R&D tax credits with Exactera today.
