Source Advisors - US and UK R&D Tax Credits for Fintech: Advising Global Fintech Leaders Since 2009 Employee Directory
AccountingTexas, United States51-200 Employees
๐ช๐๐๐ง ๐ช๐ ๐๐ข We help US and UK financial services companies and their owners reduce their income taxes by claiming government tax credits for their companiesโ proprietary software and hardware design and development and their integration of third-party tools and systems. ๐ช๐๐ข ๐ช๐ ๐๐๐ฉ๐๐ฆ๐ We advise companiesโ owners, CFOs, and Heads of Tax at asset managers, banks, B/Ds, CPOs, data vendors, exchanges, hedge funds, HFTs, insurance, insurtech, market makers, mortgage, private equity, private money lenders, prop traders, real estate, regtech, venture capital, and vendors of fintech to these companies. Our clients range in size from some of the largest financial institutions in the world to startups. ๐ช๐๐๐ง ๐ง๐ข ๐๐ซ๐ฃ๐๐๐ง โข Cash tax savings of 7-9% of R&D expenses for the US federal credit, 9-33% on UK's โข No engagement letter or fee required for initial scoping and estimate โข Estimate of the company's credits and our fee to estimate your company's ROI โข Ability to perform services onsite or remotely โข Focused interviews of personnel โข Minimal disruption of operations โข Minimal internal time requirements โข All work done under an NDA โข Delivery of the final return-ready R&D tax credit calculation within weeks after engagement kick-off โข Collaboration with your tax preparer if requested โข Bespoke final deliverable โข Optimal ROI on your companyโs R&D tax credit study engagement โข Unlimited audit support While all of our largest clients are covered by the Big Four for general tax and audit services, they choose to engage Source Advisors for their annual R&D tax credit studies. ๐๐ข๐ก๐ง๐๐๐ง ๐จ๐ฆ Please contact Louis Riley, International Director, Financial Services through LinkedIn at www.linkedin.com/in/louisriley or at louis.riley@sourceadvisors.com to schedule a call. Louis can typically help you determine if your company has fintech that qualifies for R&D tax credits on the first call.
1-888-653-2347 
support@leadiq.com 
