Tax Planning

How to Claim the R&D Tax Credit

The purpose of an R&D Study is to quantify and support a company’s research and development efforts through the analysis of qualifying activities and the expenses those activities generate. The result of the study is the dollar amount of the Research and Development Tax Credit that a company can claim on its tax return…

Performing an R&D Study: What Documentation is Needed?

An R&D study is vital for properly calculating and documenting the R&D Tax Credit. If the R&D Tax Credit you claim on a tax return ever falls under examination by the IRS or state authority, one of the first questions asked is “did you have an R&D study performed prior to taking the R&D Tax Credit on your tax return?”

Research and Development Tax Credit: What You Need to Know

Research and development activities are often costly, but necessary, aspects of running a business. Not only does continuous research allow you to improve current products, but it also ensures that your business stays at the forefront of your industry by developing new products, treatments, or methods of production…

Online Sign-up Open for Advance Child Tax Credit Payments

If you qualify for the advance child tax credit (CTC) payments, online sign-up is now available through a designated IRS tool. The CTC tool allows taxpayers who are not required to file a 2019 or 2020 individual income tax return to sign up to receive the advance CTC payments. Taxpayers who use the tool can also claim the 2020 recovery rebate credit and the third economic impact payment if you haven’t already done so…

Business Tax Strategies to Keep in Mind for COVID-19 Relief

This year has included a whirlwind of changes in many areas, especially those related to the impact of COVID-19 on businesses of all sizes. Luckily, there are significant tax planning strategies to consider when managing financial losses, determining taxable income, and deducting PPP loan expenses…

Standard vs. Itemized Deductions: What's the Best Tax Strategy?

With tax season quickly approaching, it’s a great time to take a look at your projected tax return and decide on a tax strategy that fits your personal situation. Choosing the right deductions is one way taxpayers can plan for their federal income tax liability to reduce taxable income and, potentially, achieve a larger return…

Why You Should File ALL Returns Electronically and How QuickBooks Can Help

As a business owner, filing your tax returns can be a burdensome process. While the last thing you probably want to do is learn a new system to file your returns, it just might be the key to streamlining the filing process and accurately maintaining your data entry. Filing your returns electronically has many benefits, and there are a variety of software options out there to help get the job done. We’re partial to QuickBooks due to the platform’s ability to pull relevant information straight from your financial reports and file your returns from one location….