06-01-2025, 03:39 AM
How to Launch a Profitable R&D Tax Credit Business
Learn how to start, market, price, and deliver high-value R&D tax credit services using automation tools.
New
Rating: 0.0 out of 5
(0 ratings)
103 students
1hr 1min of on-demand video
Description
Are you a CPA, bookkeeper, tax attorney, or consultant looking to expand your service offerings?
The R&D tax credit is one of the most overlooked opportunities in the tax space—with over $10 billion in credits going unclaimed every year. Most businesses that qualify don’t even know they’re eligible. And most CPAs avoid it because it seems too technical.
That’s where you come in.
This course gives you everything you need to start, launch, and scale an R&D tax credit consulting business—even if you have zero prior experience with this credit.
We won’t get deep into tax code or legal theory (that’s what our technical course is for). Instead, this course focuses on the business side of offering R&D credit services.
You’ll learn how to:
Package your services and price with confidence
Find and close clients—even if you’re starting from scratch
Deliver audit-ready studies using modern automation tools like TaxRobot
Systematize your process so you can grow without burning out
Retain clients year after year with a recurring revenue model
Throughout the course, you’ll get:
Bite-sized video lessons (3 mins each)
Downloadable templates, checklists, and scripts
Client onboarding systems, outreach guides, and SOPs
Tools to automate 90% of the delivery process using TaxRobot
A 30-day launch plan so you can start signing clients immediately
Whether you’re just starting out or looking to expand your existing practice, this course shows you how to turn the R&D tax credit into a scalable, profitable niche with real client value.
https://www.udemy.com/course/tax-credit-course/
Enjoy!
Learn how to start, market, price, and deliver high-value R&D tax credit services using automation tools.
New
Rating: 0.0 out of 5
(0 ratings)
103 students
1hr 1min of on-demand video
Description
Are you a CPA, bookkeeper, tax attorney, or consultant looking to expand your service offerings?
The R&D tax credit is one of the most overlooked opportunities in the tax space—with over $10 billion in credits going unclaimed every year. Most businesses that qualify don’t even know they’re eligible. And most CPAs avoid it because it seems too technical.
That’s where you come in.
This course gives you everything you need to start, launch, and scale an R&D tax credit consulting business—even if you have zero prior experience with this credit.
We won’t get deep into tax code or legal theory (that’s what our technical course is for). Instead, this course focuses on the business side of offering R&D credit services.
You’ll learn how to:
Package your services and price with confidence
Find and close clients—even if you’re starting from scratch
Deliver audit-ready studies using modern automation tools like TaxRobot
Systematize your process so you can grow without burning out
Retain clients year after year with a recurring revenue model
Throughout the course, you’ll get:
Bite-sized video lessons (3 mins each)
Downloadable templates, checklists, and scripts
Client onboarding systems, outreach guides, and SOPs
Tools to automate 90% of the delivery process using TaxRobot
A 30-day launch plan so you can start signing clients immediately
Whether you’re just starting out or looking to expand your existing practice, this course shows you how to turn the R&D tax credit into a scalable, profitable niche with real client value.
https://www.udemy.com/course/tax-credit-course/
Enjoy!