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Understanding R&D Tax Credit for Return-Signing CPAs
Taxes

UNDERSTANDING R&D TAX CREDIT FOR RETURN-SIGNING CPAs

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
Enrolled Agent
Small Business Owner
Course Description

R&D studies have become increasingly popular due to the payroll offset provision. CPAs who sign tax returns that have R&D credits need to verify and validate certain qualifications behind the credits claimed.

Learning Objectives:


  • Review areas of the Federal tax return that are associated with claiming R&D tax credits

  • Identify what questions to ask to ensure form 6765 is completed correctly, and if studies are available to support a potential audit

  • Examine risk areas in today’s service providers to help return-signing CPAs evaluate qualified service providers in this space

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Zhen Wang

Technology Credit
Founder
[email protected]
(323) 377-3043

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Prior to starting Technology Credit, Zhen lead the Ernst and Young's Southern California R&D practice especially in the startup and mid-size business sectors. Zhen has 12 year of focused R&D experience in USA, and as EY's Greater China R&D practice leader after building it from the ground up in 2 years. Zhen's unique and extensive expertise in working with the IRS and state audit specialists for R&D claims had positioned him in developing the first SaaS based R&D credit study methodology with his current firm - Technology Credit.

About Our Presenter

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Technology Credit was seeded during 2017 as an experiment for developing a SaaS based study methodology. Technology Credit officially launched in mid-2018, and now 1) performs automated R&D study, 2) works with clients' CPA for proper tax return preparation, 3) assist, support and file forms 8974, 941, and 941X during the follow-up quarterly payroll cycles, and 4) performs IRS refund status update call for clients to complete the entire cycle of credit refund, No Exceptions. While our focus is on Startups, we are more than capable of performing the same study for regular businesses who use R&D credits to offset either corporate or individual income taxes. At Technology Credit, we provide significantly more services with quality and assurance than anyone else while we take care of you or your clients as if our lives depend on you. We build trust and friendship for every connection we come across.