For Accounting Firms

An on-call R&D specialist
for your firm.

Call us with the R&D questions that come up throughout the year, before deciding whether a full engagement is needed. It is access to a department, not another one-off study.

Discuss a Partnership
Why It Matters

Your firm hits R&D questions constantly.

R&D situations surface all year: a new client, an unusual project, a contractor arrangement, a question about what to retain. Starting a formal engagement for each is impractical, so those questions often go unanswered and opportunities pass.

The Technical Desk gives your firm specialty knowledge on demand, so you make a confident call quickly and escalate only when it is warranted.

What’s Included

Comprehensive, and done properly.

Questions we handle

  • Does this project warrant review?
  • Should this client be screened?
  • How should employee roles be evaluated?
  • What documentation should the client retain?

More questions

  • How should contractor costs be considered?
  • How should business components be organized?
  • What Form 6765 information is needed?
  • When does a full engagement make sense?

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

A department on call, not a study to buy.

This is what makes the relationship feel like an extension of your firm rather than a vendor you hire per project.

Let’s see if this fits.

Discuss a Partnership