Royse Partners Referral Program for CPAs

Expand your client offering without expanding your workload

Bridge Park – Columbus

CPA firms partner with Royse to expand their client offering and unlock new revenue opportunities without adding internal lift. We manage the R&D tax credit process from start to finish, so you can deliver more value while staying focused on your core services.

You remain at the center of the client relationship. We simply support it.

You Refer. We Deliver.

Step 1
Data Collection​

As part of our tax credit studies, we handle the collection, organization, and validation of necessary data such as payroll records and contractor invoices. This minimizes the workload for your team and ensures no eligible expenses are overlooked, maximizing the tax benefits for your clients.

Step 1
Step 2
Analysis​

Our thorough analysis evaluates every relevant expense during the tax credit study to determine eligibility. This approach ensures accurate and optimized tax credit claims, giving your clients the full financial benefits they deserve while maintaining compliance with federal and state regulations.

Step 2
Step 3
Documentation and Substantiation ​

We prepare the required schedules for state and federal tax authorities. We publish a custom substantiation report that documents the data collected as well as our analysis, ensuring compliance with all regulatory requirements.

Step 3
Step 4
Audit Support ​

Our team provides technical support necessary to substantiate the credits on which we worked during state or federal reviews. We provide thorough documentation, respond to inquiries, and work to ensure the claims are upheld with minimal disruption to your practice.

Step 4

Comprehensive Tax Credit Services and Solutions

Explore the tax credits and programs that we service, designed to support your clients’ success.

Ready to help your clients get the tax incentives they deserve?

Contact our team to explore the benefits of partnering with us.