Your R&D Tax Credit Ally.

Partner with Strike to help your clients maximize their R&D tax credit.

Join 250+ Partners Helping Their Clients

A partnership that gives your clients more.

Partnering with Strike empowers accountants, CPAs, financial professionals, and consultants to offer comprehensive R&D tax credit advisory services to their clients without needing to develop this complex expertise in-house.

Our collaboration provides your clients with top-tier R&D tax credit expertise, while you maintain your role as their trusted advisor. This partnership can strengthen your service portfolio while also positioning you at the forefront of financial advisory, ensuring client satisfaction and retention through a broader, more holistic approach to tax planning and strategy.

Do you have clients that qualify for the R&D tax credit?

Highly qualified industries:

Aerospace & Defense
Food & Beverage or Breweries
Software & Technology
Manufacturing
Architecture & Engineering
Medical & Pharmaceutical

Highly qualified titles:

C-Suite & Executives
Project Manager
Engineer
Designer/Drafter
Chemist
Contractor/Consultant

Common Qualified Expenses:

US Employee Taxable Wages
US Subcontractor Payments
All Supplies Expensed for Qualifying Activities
Offsite Server Rental & Cloud Computing Costs

The 4-Part Test is used against all expenses to determine qualification.

The 4-Part Test is the most challenging and extensive part of any R&D tax filing. It’s important to have an experienced team to ensure claims are valid and properly filed to maximize the credit.

 Activities must be evaluated for the following in order to determine qualification for the R&D credit:

Purpose

Experimentation

Technological

Eliminating Uncertainty

Not sure if your clients qualify for the R&D tax credit?

Estimate your Client’s R&D Credit Connect with a Tax Credit Specialist

The Force Behind Strike

Our team is built from some of the world’s most educated firms. We specialize in various technical disciplines as CPAs, attorneys, scientists, engineers, and techpreneurs. We love technology, but it’s our human touch and expertise that sets Strike apart from other firms.

Professional Photo of David Tax Credit Specialist

David Mosberg

Director of Finance

Professional Photo of Kenny R&D Tax Services

Kenny Henbest

Technical Project Manager

Professional Photo of Chris G R&D Tax Specialist 2023

Chris Gummeson, CPA

Director

Professional Photo of Queenie Tax Credit Expert

Queenie Abucejo, JD

Finance Manager

Professional Photo of Tom R&D Tax Expert

Tom Raudorf

Chief Operating Officer

Professional Photo of Kayla Tax Advisory Professional

Kayla Davis

Marketing Consultant

Nikhil Tiwari, MBA

Senior Tax Associate

Adam Gislason

Co-Founder & Chief Strategy Officer

Jonathan Cardella

Founder & Chief Executive Officer

Jonathan Cardella

Founder & Chief Executive Officer

Tom Raudorf

Chief Operating Officer

David Mosberg

Director of Finance

Kenny Henbest

Technical Project Manager

Why Partner With Strike?

With a record of 100% substantiated claims, our process is proven to maximize a client’s R&D tax credit with accuracy and confidence.

No Up-Front Costs

We’ll never request a retainer or charge monthly fees. Pay only when your credits are delivered.

Fee Guarantee & Audit Protection

Unlimited audit support with a 100% fee-back guarantee.

Strike Force^TM

The force behind Strike is our team, built from world class talents and firms.

How Our Partner Program Works

We typically* release credits within ## days after we first speak with your client.

*Each credit study is unique; your client will receive a personalized timeline and credit delivery estimate.

You connect your clients with our expert team to kickstart the process.

We manage their R&D credit study from document gathering, to interviews, and delivery of credits.

Your Partner Portal gives you full visibility to the status and progress of your client’s study.

We deliver credits to your client, and you’re one of the first to know.

Lower taxes make clients happy, all thanks to you!

Partner Portal for Complete Referral Visibility

Experience enhanced collaboration and streamlined success with our software tailored for partners, designed to bring absolute clarity and efficiency to every aspect of our partnership.

Check your referrals’ progresses and qualifications in one single place

Proactively manage client needs with up-to-date status insights

Easily track your revenue potential from referrals

Resolve issues quickly with direct access to your Partner Manager

Book A Call With Our Partner Manager

Real Partnerships, Real Voices

Discover how our partnership has empowered professionals like you,
directly from those who've experienced the Strike difference.

Working with Strike has been amazing - they have done a great job of taking care of our clients and helping them find more tax savings, makes us look even better!

We really appreciate their responsiveness and how they are able to help our clients!

Carlotta Thompson & Associates

The R&D tax credit is practically handmade for SaaS companies spending money on R&D. As an in-house CFO, I claimed this credit, but I hired experts to do it right so it’s well documented and we’re claiming the right amounts each year. Working with Strike to maximize your R&D tax credit is something your tax and accounting practice should definitely be looking into.

SaaS CFO

Strike is professional, timely, and thorough in their evaluation. We have complete confidence they are maximizing the tax benefits for our clients.

Fully Accountable

Who makes a good Strike Partner?

Accounting Firms

CPAs

Fractional CFOs

Tax Attorneys

Financial Planners

Business Consultants

One place to get all of your
R&D tax credit answers.

We strive to keep our clients and partners up to date on the most recent R&D tax credit news. These changes often directly impact our network and we hope to alleviate some of the surprise the IRS delivers.