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do your clients
qualify?
Many of your business clients are doing work that qualifies for the R&D Credit without even knowing it.
Manufacturers, A&E firms, and construction companies regularly qualify for the credit.
As their CPA, you’re positioned to introduce that opportunity. We make it easy to do so.
We provide an audit-ready report substantiating their claim to the credit.
Final Deliverables
We do the Work
We conduct the full engagement — onsite visit, financial review, documentation, and filing support — in coordination with you throughout.
You Refer
You introduce us to a client you believe may qualify. We take it from there.
How the Partnership Works...
Focused on Your Clients.
Aligned With Your Firm.
Insight R&D partners with CPA firms to identify and secure research and development tax credits for their clients — handling the entire process so you can deliver more value without adding to your workload.
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