For Accounting Firms

Find the R&D opportunities
in your client base.

We help your firm quickly determine which clients warrant deeper R&D analysis, so you surface real opportunities without committing to full studies.

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Why It Matters

Most firms have qualifying clients they have not identified.

Qualifying activity often hides inside companies that do not think of themselves as doing research: manufacturers improving processes, software teams building platforms, engineering firms solving technical problems.

A lightweight screen surfaces those clients so your firm can act on real opportunities, and avoid pursuing ones that are not worth it.

What’s Included

Comprehensive, and done properly.

Screening

  • Initial client and industry review
  • Activity assessment
  • High-level payroll and R&D spend review
  • Recommendation on whether to proceed

Staff enablement

  • R&D client-identification training
  • Common qualifying industries
  • QRE and business-component concepts
  • When to involve Novaric
Deliverable: R&D Opportunity Screening Summary.

Costs tracked during the year are potential R&D expenses, not Qualified Research Expenses, until qualification is completed in the annual R&D analysis based on the taxpayer’s facts and applicable requirements. Novaric does not guarantee eligibility, credit amounts, or any IRS outcome.

The Payoff

Turn your client base into a pipeline.

You already have the relationships. Screening reveals which of them are sitting on an R&D opportunity.

Let’s see if this fits.

Discuss a Partnership