R&D tax credits Target mid-size U.S. manufacturers and tech firms with significant R&D activity for federal and state R&D credits, highlighting Tax Point Advisors’ audit-defensible, thorough onsite review process and fixed-fee pricing to reduce client risk.

Industry focus Emphasize expertise across R&D tax credits, cost segregation, energy efficiency studies and other incentives to position Tax Point Advisors as a full-service specialty tax partner for CPAs and their clients nationwide.

Audit efficiency Leverage a low audit rate and documented on-site review capabilities as a selling point to CPA firms seeking reliable, defensible study reports that withstand IRS scrutiny.

Ownership of work Highlight clients retain ownership of all work and data from studies, enabling easy audit defense and transparency; use this as a differentiator when courting risk-averse finance leaders and compliance teams.

Pricing & reach Promote fixed-fee pricing and non-recoverable travel costs to attract clients wary of variable fees; pursue opportunities with regional CPAs and engineering-led firms that can benefit from scalable national coverage.