💸 Help Your Clients Stop Leaving Money on the Table

The Tax Credit Most Business Owners (Still) Don’t Know About

If you work with business owners who have 10 or more W2 employees, this might be one of the most valuable partnerships we can have.

I’m talking about the Research & Development (R&D) Tax Credit — a powerful federal program that rewards companies for improving products, processes, or services.

👉 And thanks to the recent passage of the “Big Beautiful Bill,” this credit no longer has to be amortized over five years. It can now be used entirely in the same year. Game-changer.

🧠 Who Qualifies? More Than You Think.

We’ve helped businesses across industries claim this credit, and most had no idea they qualified:

✅ Construction firms
✅ Software developers
✅ Manufacturers
✅ Ag companies
✅ Creative shops
✅ Engineering teams

If a company has 10 or more employees and is building, testing, improving, or customizing anything, they likely qualify for significant payroll-based credits.

Yes, the lion’s share comes from payroll, which is why headcount matters.

🔄 I’m Looking for Strategic Referral Partners

If you work with:

• CPAs or bookkeepers

• PEOs or HR consultants

• Business coaches

• Fractional CFOs

• Benefits brokers

• Payroll service providers

…we should talk.

This is a value-added service for your clients with no selling on your part, just a warm introduction to see if they qualify. If they do, you look like a hero, and we both win.

⚡ Curious How It Works?

Check out this short interactive iDecide presentation:
👉 Watch It Here
(No forms. No pressure. Just clarity.)

If this sounds like a good fit for your network, let’s connect. I’d love to explore how we can help business owners win and make sure they stop leaving money on the table.

— Anthony