TaxTrex | R&D Tax Credit Software
visit site- $100,000+
- 50 - 249 employees
- Fort Worth, TX
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Highlights from Recent Projects
Insurance Agency, a company operating in the Health & Medicare insurance industry, sought the expertise of TaxTrex | R&D Tax Credit Software for their tax filing needs. Their specific objectives were to conduct a survey and file their business taxes. The company president chose TaxTrex following an online search and considerations such as its high ratings, reasonable pricing, and aligned company values.
The scope of work involved utilizing TaxTrex to prepare the company's R&D tax credit claim from scratch. The platform used an automated survey system to methodically gather time-stamped project data from their R&D personnel throughout the year. TaxTrex assigned 2-5 employees to handle this project, ensuring that the gathered data was transformed into a substantiated, audit-ready claim, boosting the company's credibility on a significant level.
The final deliverable from TaxTrex was a thoroughly prepared tax claim - a product of contemporaneous documentation rather than reconstructed historical records. The claim was not only substantiated, but audit-ready, presenting detailed proof of the company's fiscal diligence. The partnership with TaxTrex contributed to the company's operational efficiency in tax matters and became a valuable asset in their business process.