Partner with CreditLab
Add R&D credit studies for your clients without adding staff or risk. You stay the advisor. We do the study.
We reply within one business day, Monday to Friday, US hours.
For the preparer
Did a client send you this?
Here's what your client gets and what lands on your desk. We don't prepare returns, do bookkeeping or offer any other tax or accounting service, so there's nothing for us to take from your relationship.
What you receive
- Completed Form 6765, including Section G business component detail
- State credit forms where applicable
- QRE workbook with the full calculation
- Study memo and per-component qualification write-ups
- A filing manual written for the preparer
- A walkthrough call and direct answers to your questions
- Support if the IRS asks about the study
How we handle the hard parts
Funded-research contract review under Section 41(d)(4)(H); documentation built to the Little Sandy Coal standard; ASC calculations with base-period support; Section 280C coordination notes for your Section 174A reporting; amended-claim packages that meet IRS refund-claim requirements.
Partner program
How it works
Introduce
Send a warm email or use the referral form. We confirm within one business day.
We assess
A free feasibility call with your client. If it's not worth pursuing, we say so.
We deliver
Study, forms and filing manual, shared with you and your client.
You file
You file with the return or an amended return.
Referral options
Your options for each referral
Option 1: Waive your coordination fee.
You don't bill your client. We reduce the study fee for them.
Option 2: Bill your time separately.
You bill your client for your coordination time. We bill them the full study fee.
Compliance note
Neither option pays you a referral fee. Professional rules on referral fees vary by state and client type, so please confirm with your state board or ethics counsel before referring. We can provide a client disclosure template if your state requires one.
Our commitments
- We never prepare or file your client's returns
- We never offer your client accounting, tax prep or advisory services
- Every deliverable is shared with you
- You're copied on milestone updates if you want
- A co-branded cover page on request: 'Prepared for [Client] in coordination with [Your Firm]'
Who it's for
CPA firms, enrolled agents, fractional CFOs and business advisors with clients that designed, engineered, or developed a product or process.
Partner intake
Join the partner program
FAQ
Common questions
No. We don't offer any service you do. Our engagement letter names you as the client's tax preparer, and we route filing questions to you.
You do, or whoever prepares it. We prepare the credit study and forms; the preparer reviews and files.
A 15-minute call first. Payroll and cost records only after they sign.
Find out in 15 minutes whether it's worth doing
Bring a rough idea of headcount and what your team worked on. We'll tell you whether there's a credit worth claiming and what the study involves.