Earn Recurring Revenue by Making R&D tax credit referrals

The R&D tax credit is the most powerful, annually recurring tax credit available in the United States. Businesses that qualify for the tax credit enjoy an annual tax break that can minimize or eliminate their tax obligations. TaxRobot is the quickest and easiest way for businesses and their CPAs to streamline the credit claiming process by leveraging AI-driven automation.

This training model will go over how to market the R&D tax credit and how to make referrals to TaxRobot. Please complete the training video in its entirety and download the supporting materials. Once you are finished, apply for your affiliate ID below.

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Training Documents:

Affiliate Marketing Cheat Sheet

R&D Tax Credit 101 eBook

R&D Qualified Industries List

After completing the training video and downloading the supporting materials, apply for your affiliate ID below.

Demographics:

Typical customer is executive level professional, age 35 – 65 working in a technical field. Geographic hot spots for these types of companies are California, Texas, Florida, Washington (State), Massachusetts, Arizona, and Minnesota.

Challenges & Pain Points:

Qualified companies utilize TaxRobot to free up cash flow in which they can in turn re-invest back into their business to improve their own products and/or services.

Occupation:

Top 5 industries. Architecture, Engineering, Manufacturing, Software, Technology

Common job titles. Controller, CFO, VP of Finance, Accountant, Accounting Manager, Director of Finance, Director of Operations, Business Manager.

Buying Motivation:

The two biggest motivators for our buyers are our fees and the support they will receive from our team during the R&D study process. We’ve found that the level of familiarity a prospect has with the R&D tax credit itself will determine the weight given to each of these motivators. First-timers for the R&D credit are already skeptical and will place more value on support from our R&D project management team.

The Knowledge of Industry-Leading Tax Consultants Without the Price

Let Our Robots Do the Heavy Lifting

We’ve spent years deconstructing the process of calculating, substantiating, and defending the R&D tax credit.

Piece-by-piece, we’ve coded advanced automation algorithms into our R&D tax credit software to solve each challenge in the claims process.

We’ve used our own clients to test the automation, ensuring that both taxpayers that are completely new to the tax credit and taxpayers that claim the credit every year enjoy an easy and seamless user experience.

Take a Look at Some of the Businesses that Love TaxRobot

Jinesh Patel

UptimeHealth

I highly recommend TaxRobot to anyone considering an R&D Tax Credit software to complete their analysis.

Dirian Depanian

TDM Architects

We decided to switch to TaxRobot… Best decision we’ve ever made. More affordable, and less complicated.

Steve McPartland

TSAC Engineering

I couldn’t believe how easy it was! In under an hour, we saved enough money to hire a new employee.

BJ Lund

CEO @ LMNT Architecture

“I was crunched for time and skeptical of the R&D tax credit at first, but TaxRobot was great and worked closely with both myself and my accountant to get this done correctly.”

Marissa Quaranta

Director @ S.E. Owens & Company

“TaxRobot has a great automated system, but it was a nice touch to have a responsive project manager available as a resource to answer my questions along the way.”

Jeremy Gottlieb

CFO @ ComboCurve, Inc

“Chris was both very prompt and highly responsive. The customer service provided was fantastic along with a high-quality product. We were on a tight deadline and Chris delivered helping us capture our tax credit.”

Jeremy S

Principal @ Outside Architecture

We had a really great experience working with TaxRobot. They are very organized and process focused. It was easy to understand what they would be doing, what we were getting and how it would all work. They know the tax law well and were able to suggest ideas specific to our business. Highly recommend working with them.

John Tegtmeyer

Principal @ TDM Architects

TaxRobot personnel were well informed about the relevant tax codes and were able to clearly explain how applicable they were to TDM particular projects.

Joe Nichols

Owner @ Striker Hydralink

Every interaction with Chris and Uche at TaxRobot has been a pleasant experience. They are very prompt and professional, in addition to being very informative, helpful, and passionate about their field of expertise. I would absolutely recommend their services to friends and colleagues, and we will continue to be repeat customers!

Is TaxRobot a Good Fit for your Clients?

TaxRobot R&D tax credit software is a great fit for your clients if they’re in the business of technical problem solving. The top industries claiming the benefit are engineering, architecture, manufacturing, software and technology; however, the R&D tax credit is very broad and can apply to anything from agriculture to apparel.

What if I have startup clients that aren’t profitable?

No worries – our platform can still help! You can do a “startup credit” calculation and claim the benefit against your client’s payroll taxes.

What about prior tax years?

TaxRobot not only computes credit calculations for the current tax year, but for all tax years that are still open for amendment.

How about state taxes?

We've got you covered there too! Our platform will deliver calculations for all jurisdictions that offer a state-level R&D tax credit.

Will my clients feel safe sharing this data with me?

The data your clients must share with you to successfully generate a tax credit can’t be used to reverse-engineer their products or processes. Ultimately, your clients will have full control over what they share.

Do I have to be an expert on tax credits before I can use your software?

No, you don't need any prior experience with tax credits to utilize our R&D tax credit software.

Company

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Services

FINALLY! An Easy Way to Automate the R&D Tax Credit.

Spend less time, make more money, and provide value for your clients.

The Knowledge of Industry-Leading Tax Consultants Without the Price

Let’s face it – if the R&D tax credit were easy to calculate, there wouldn’t be a need for tax credit consultants.

From the statute and regulations to case law and IRS guidelines… The law surrounding the R&D tax credit is among the most comprehensive and misunderstood areas of tax law.

Experienced tax credit firms are expensive and time-consuming to work with.

Want to hire your own in-house consultants?

Talent is scarce, training is difficult, turnover is high, and experienced consultants require a 6-figure salary, while only being able to complete a handful of studies each year.

How do we know this?

Our founders have worked for the largest R&D tax consulting firm in the nation and built their own successful tax credit practice over the last decade.

After completing 100s of tax credit studies, delivering 1,000,000’s of dollars in benefits and successfully defending tax credits in audit – we knew there had to be a better way.

Let Our Robots Do the Heavy Lifting

We’ve spent years deconstructing the process of calculating, substantiating, and defending the R&D tax credit.

Piece-by-piece, we’ve coded advanced automation algorithms that solve each challenge in the claims process.

We’ve used our own clients to test the automation, ensuring that both taxpayers that are completely new to the tax credit and taxpayers that claim the credit every year enjoy an easy and seamless user experience.

And the result?

R&D Tax Credits in LESS THAN HALF the time!

Put the R&D tax credit process on autopilot – and for a limited time – pay nothing to get started.

A process that once took a few months of back-and-forth between a taxpayer and consultant, now takes only a few hours to complete start-to-finish.

Our cloud platform is an R&D tax credit command center. Using our software you can manage the onboarding, data gathering, qualification, calculation, substantiation, and document generation for all your tax credit clients.

Imagine being able to complete several hundred tax credit studies every year with only one to two employees managing the digital process.

Take a Look at Some of the Businesses that Love TaxRobot,

I highly recommend TaxRobot to anyone considering an R&D Tax Credit software to complete their analysis.

 5/5

Jinesh Patel

UptimeHealth

We decided to switch to TaxRobot… Best decision we’ve ever made. More affordable, and less complicated.

 5/5

Dirian Depanian

TDM Architects

I couldn’t believe how easy it was! In under an hour, we saved enough money to hire a new employee.

 5/5

Steve McPartland

TSAC Engineering

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Our 100% Commitment
to your Success

We understand that adopting a new system can be intimidating, and that’s why when you sign up for a TaxRobot Agency account, we’ll work with you during your onboarding process to ensure our software becomes a seamless addition to the services you provide your clients.

We whole-heartedly believe that we should only win if you win, and that’s why if you aren’t able to generate a tax credit for any of your clients, you don’t pay a fee.

When you do receive benefit from our platform, we charge a small percentage of the value we deliver.

The best part is – you’re never on your own.

Our team of industry-leading professionals are there to support you throughout the entire process to ensure the success of your R&D tax credit studies.

What’s the Catch?

Act quickly – we’re only onboarding a limited number of TaxRobot Agency users each month.

We want to make sure that our time and resources are spent on the businesses that are a good fit for TaxRobot and can make the best use out of the software.

Our waitlist is currently growing and we’re reviewing applications on a rolling basis.

Book a call with us today to claim your account and ensure you have access to the most revolutionary program to hit the tax credit market.

Our R&D Tax Software is
Unmatched in its Simplicity

1) Add your Clients: Add each client to the platform using the admin panel. From the admin panel, you can monitor the progress of each tax credit study and view all information and documentation submitted throughout the process.

2) Import Financial Data: Import your client’s financial data into the system or enter it manually following the provided instructions.

3) Complete a Questionnaire: Answer a few questions regarding the type of work your client completes that qualifies for the tax credit.

4) Download your Documents: Download your tax credit calculation forms and substantiation report. We’ve provided everything you need to submit a successful tax credit claim.

Is TaxRobot a Good Fit for your Clients?

TaxRobot is a great fit for your clients if they’re in the business of technical problem solving. The top industries claiming the benefit are engineering, architecture, manufacturing, software and technology; however, the R&D tax credit is very broad and can apply to anything from agriculture to apparel.

What if I have startup clients that aren’t profitable?

No worries – our platform can still help! You can do a “startup credit” calculation and claim the benefit against your client’s payroll taxes.

What about prior tax years?

TaxRobot not only computes credit calculations for the current tax year, but for all tax years that are still open for amendment.

How about state taxes?

We’ve got you covered there too! Our platform will deliver calculations for all jurisdictions that offer a state-level R&D tax credit.

If you’re unsure whether any of your clients can utilize the tax credit, book a free strategy session and we’ll walk you through how to vet potential R&D credit opportunities.

Earn Recurring Revenue by Making R&D tax credit referrals

Trusted By:

The Knowledge of Industry-Leading Tax Consultants Without the Price

Tax Credits are Tough Work

Let Our Robots Do the Heavy Lifting

Take a Look at Some of the Businesses that Love TaxRobot

Jinesh Patel

Dirian Depanian

Steve McPartland

BJ Lund

Marissa Quaranta

Jeremy Gottlieb

Jeremy S

John Tegtmeyer

Joe Nichols

Is TaxRobot a Good Fit for your Clients?

What if I have startup clients that aren’t profitable?

What about prior tax years?

How about state taxes?

Will my clients feel safe sharing this data with me?

Do I have to be an expert on tax credits before I can use your software?

Company

Support

Services

FINALLY! An Easy Way to Automate the R&D Tax Credit.

The Knowledge of Industry-Leading Tax Consultants Without the Price

Want to hire your own in-house consultants?

How do we know this?

Let Our Robots Do the Heavy Lifting

R&D Tax Credits in LESS THAN HALF the time!

Trusted By:

Our 100% Commitment to your Success

What’s the Catch?

Act quickly – we’re only onboarding a limited number of TaxRobot Agency users each month.

Our R&D Tax Software is Unmatched in its Simplicity

Is TaxRobot a Good Fit for your Clients?

Our 100% Commitment
to your Success

Our R&D Tax Software is
Unmatched in its Simplicity