For Accounting Firms

Give your clients
a year-round R&D capability.

Place selected clients into Novaric’s managed R&D process, so your firm offers recurring, year-round R&D support rather than only annual project work.

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Why It Matters

Annual-only R&D work leaves value on the table.

When R&D is handled only at filing time, the documentation is weaker and the engagement is transactional. Placing the right clients into a managed monthly process produces stronger claims and a recurring relationship for your firm.

Your firm gains a differentiated, recurring capability. Your clients get the monthly discipline. Novaric runs it behind your brand.

What’s Included

Comprehensive, and done properly.

The managed process

  • Financial setup and structure
  • Project and business-component tracking
  • Monthly R&D Close and reporting
  • Documentation tracking

Reviews & completion

  • Quarterly readiness reviews
  • Section G readiness
  • Annual credit analysis
  • CPA review and coordination

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

Recurring for you. Defensible for them.

This turns R&D from an annual scramble into an ongoing service line that strengthens client relationships.

Let’s see if this fits.

Discuss a Partnership