AI agents build the study, the Section G detail and the Form 6765 workpapers from your client's records. You review, decide and sign. The client, the fee and the signature stay with your firm.
Founding pricing: 25% off year one for the first 10 firms.
Occams Advisory's licensed tax professionals use AI agents to prepare your company's R&D credit study, then review and sign it. You pay $2,500 to start and 18% of the credit you receive.
Recognitions of Occams Advisory, the company behind TaxVantage. Source: occamsadvisory.com/awards.
Showing the page for
The credit is getting harder to document, clients are paying outsiders to do it, and the work fits naturally next to the return you already prepare.
TY 2026
Above $1.5 million of qualified research expenses or $50 million of gross receipts, the business components behind at least 80% of the claim must be listed on the return, with their costs. Detail that used to wait for an examination now goes in at filing.
IRS news release IR-2025-99; Form 6765 instructions, February 2026.
20–40%
Specialty credit firms commonly take a fifth or more of the credit on contingency, and some take 40%. With TaxVantage that engagement stays inside your firm, priced as you decide, and we take no share of it.
Published fees: 20% at the low end; 25 to 40% according to Swanson Reed's fee guide (April 2026).
38
Each state applies its own base, limits and carryforward rules. The platform calculates every applicable state from the same federal allocation, which is where hand-built studies most often leave money behind.
Aprio, August 2025. State rules change; confirm each state for the year.
Showing the page for
The R&D tax credit pays back part of what your company spends developing or improving software, products and processes. Enter last year's spend for a rough number, then see exactly what you would pay us.
Include pay for the people doing the technical work, contractors, and materials used up in the work.
A rough range: the federal credit is usually about 6 to 8% of this spend. State credits are extra. Your study sets the real number.
Each agent has a narrow job, works from source records rather than surveys, and hands anything that needs professional judgment to youa licensed tax professional, with the evidence attached.
Agent 1
Reads payroll, ledger, time and project exports in whatever form the client has, and normalizes them into one dataset.
Hands off when a file is incomplete or inconsistent
Agent 2
Proposes business components from tickets, repositories, specifications and project codes, and links people to the work they did.
Hands off when component boundaries are ambiguous
Agent 3
Tests each component against the four-part test and records the uncertainty, the process of experimentation and the evidence for each.
Hands off when a component is close to the line
Agent 4
Splits wages across direct research, supervision and support, maps supplies and cloud costs, and applies the 65% limit to contract research.
Hands off when an allocation rests on an estimate
Agent 5
Builds the business component table line by line, checks the 80% coverage rule and the 50-component cap, and keeps it in step with the calculation.
Hands off when coverage falls short
Agent 6
Drafts technical narratives for each component and links every figure in the study to the record it came from.
Hands off when evidence for a claim is thin
Agent 7
Checks the whole package for internal consistency, prior-year variances and common examination triggers before it reaches youthe professional.
Hands off every finding, with its reason
YouYour tax professional
Decide every flagged item, adjust what you disagree with, choose the elections, and sign. Nothing leaves the platform without your approval.A licensed tax professional at Occams Advisory decides every flagged item, chooses the elections and signs your study. Nothing is final without their approval.
Final authority on every figure and every word
The line between software and professional judgment is drawn deliberately, and it never moves.
What the platform does
What you do
TaxVantage never prepares or signs a tax return. Every study is reviewed and signed by the licensed practitioner who holds the engagement.
Five steps from a new engagement to a signed study, with the agents doing the assembly and you making every call that needs a professional.Five steps from a first call to a signed study. The agents do the assembly; a licensed tax professional makes every call that needs judgment.
Create the client, set the tax years, and send a secure portal link under your firm's name.A short call confirms whether your work is likely to qualify. Nothing is billed until you approve the engagement.
The client gives §7216 consent, then uploads exports or connects systems. No templates to fill in.You give the §7216 consent the rules require, then upload exports from payroll, accounting and project tools. No templates to fill in.
A complete first draft is produced once the data is in, with open questions routed to you or the client.The agents build a complete first draft once the data is in, and send open questions to your tax professional or to you.
Instead of reading a two-hundred-page draft, you see only the questions that need a professional, each with the records behind it. Decide the queue, adjust anything you disagree with, and export the forms, study and workpapers.An Occams Advisory tax professional decides each flagged item from the records behind it, then signs the study. You approve the final numbers.
The evidence trail is organized by business component, so an information request is answered from records you already hold.Your CPA files Form 6765 with your return. If the IRS asks questions, the evidence is already organized by project. Placeholder: examination support scope for direct studies
Upload your 2026 R&D records
We are preparing your research credit study. Use our secure portal to give consent and upload your exports.
Open the secure portal| Business component | QREs ($) | Status |
|---|---|---|
| Claims routing engine v3 | 451,200 | Pass |
| Real-time fraud scoring model | 437,950 | Pass |
| Mobile adjuster app | 251,200 | Pass |
| Document OCR pipeline | 221,070 | Pass |
| Partner API gateway | 139,000 | Your callFor review |
| Four further components | 294,000 | Pass |
Total QREs $1,908,760Method ASCFederal credit before review $96,180
Does the Partner API gateway meet the process of experimentation requirement?
14 tickets describe evaluating three authentication designs (API-212, API-219); load-test logs for two alternatives; 4 engineers, 1,920 hours.
Treat the engineering director's time as supervision of qualified research?
The calendar shows weekly design reviews on 6 of 9 qualifying components; payroll has no time codes. Suggested allocation 40%, based on meeting share.
That is the whole review. Book a partner call to run it on one of your files.That is how your study gets signed. Start my study
At the Firm and White-Label Enterprise tiers, every deliverable, portal screen and client email carries your name. Type yours to see the study cover.
On the call, we run a sample study under your firm's name.
Research Credit Study
Tax year 2026, federal and state
Harbor & Pine CPAs, research credit practice
For tax years beginning after December 31, 2025, Section G of Form 6765 asks for business component detail on the face of the return. Here is what it requires, and a quick way to tell whether it applies.From 2026 tax years, most companies claiming the credit must list each research project (the IRS calls them business components) and its costs in Section G of Form 6765. We build it as part of your study. Check whether it applies to you.
Sources: IRS news release IR-2025-99 (October 2025) and the Form 6765 instructions (February 2026).
Qualified research expenses are at or below $1.5 million and gross receipts at or below $50 million on an original return. Completing it anyway can strengthen the file.
A screening aid, not a determination. Confirm against the Form 6765 instructions for the tax year.Most firms do one of the first three today. Here is how they compare on the things a practice owner cares about.
| Question | Refer to a specialist | Build it in spreadsheets | Per-company software | TaxVantage licence |
|---|---|---|---|---|
| Who owns the client | Shared, often lost | You | Often the software vendor | You |
| Who keeps the fee | The specialist, with a referral share to you | You | The vendor charges the client directly | You, in full |
| Cost basis | Commonly 20 to 40% of the credit | Staff hours | Per company, per year | One annual licence for the firm |
| Section G handling | The specialist's process | Manual and time-consuming | Varies | Built and checked automatically |
| Your brand on deliverables | No | Yes | No | Yes, from the Firm tier |
| Who signs | You, on someone else's work | You | Varies | You, on work you reviewed line by line |
Swipe the table sideways to compare all four.
Priced on how many studies your firm runs, never on the size of your clients' credits, and we take no share of your fee. A study is one entity for one tax year: federal, every applicable state and Section G. Entities with more than 250 employees carrying QREs count as two studies.
25% off year one and the same price in year two, plus your first live study reviewed by a specialist at no charge, in return for a published case study. Open to the first 10 firms for three months from launch.
Book a partner callFor a practitioner adding R&D to a small book
$6,000
per year, 5 studies included
For firms with a handful of R&D clients
$18,000
per year, 20 studies included
For firms building a credits practice
$42,000
per year, 60 studies included
For platforms, PE-backed groups and credit specialists
$100,000
per year, 200 studies included
| Feature | Solo | Practice | Firm | Enterprise |
|---|---|---|---|---|
| Annual licence | $6,000 | $18,000 | $42,000 | $100,000 |
| Studies included | 5 | 20 | 60 | 200 |
| Additional studies | $1,500 | $1,100 | $850 | $600 |
| Practitioner seats | 2 | 5 | 15 | Unlimited |
| Deliverables carry | TaxVantage branding | Your firm and TaxVantage | Your firm's brand | Your brand only, your domain |
| Client portal and §7216 consent | Included | Included | Included, your brand | Included, fully white-labeled |
| Section G builder and checker | Included | Included | Included | Included |
| State credit calculations | Included | Included | Included | Included |
| Specialist second review | $750 per study | $750 per study | 5 included, then $750 | 20 included, then $600 |
| Multi-office administration | No | No | No | Yes |
| Single sign-on | No | No | Yes | Yes |
| API access | No | No | No | Yes |
| Onboarding | Self-serve | Guided setup | Guided setup and team training | Named partner lead |
$750 per study
A TaxVantage tax specialist reviews the study before you sign. Advisory only; the decisions remain yours.
Quoted per matter
Help assembling responses to IRS information requests, working alongside the practitioner of record.
Free
Unlimited screenings and preliminary credit estimates for prospects, on every tier and for non-licensees.
Unused studies roll forward for twelve months, so a slow season never costs you capacity.
Upgrade at any time. The unused portion of your current licence is credited toward the new tier.
Take the sample study's $96,180 credit. A specialist charging 20 to 40% would take $19,236 to $38,472 of it. On Practice, the platform costs $900 per included study, and you set your own fee.
Enter your volume and the fee you charge. The calculator picks the lowest-cost tier.
Your fee is your decision and your engagement. Use what you charge now or plan to.
Practice fits best
From 42 studies a year, Firm costs less.
Excludes optional specialist reviews. Discounts apply to the licence and additional studies.
The onboarding plan for founding partners, built so your first R&D client is on the platform before busy season.
Week 1
Seats created, branding applied, consent language reviewed against your engagement letter.
Week 2
A working session on the review queue, elections and Section G, using an anonymized sample file.
Weeks 2 to 4
Your first engagement runs with a TaxVantage specialist alongside, at no charge for the review.
Ongoing
Run the Section G checker and estimates across your existing clients to find the R&D work already there.
Your clients trust you with payroll and return information. The platform is designed so you can answer confidently when they ask how it is handled.You are trusting us with payroll and tax information. This is how the platform handles it.
The portal captures the §7216 consent your engagement needsthe rules require before any return information is shared.
A client's data is used only to prepare that client's study and is never used to train shared models.
Access is role-based, and you can seethe platform records who opened which record and when.
Data is encrypted in transit and at rest; exports leave the platform only on yourthe practitioner's instruction.
Set how long each engagement's records are kept, in line with your firm's retention policy.
TaxVantage never markets to your clients. Portal messages go out under your firm's name.
SOC 2: Placeholder: SOC 2 audit plan and target date
Founded by the team behind Occams Advisory, with tax, technology and finance leadership held to one standard of review.
Founder and Chief Executive Officer
Founded Occams Advisory after a Wall Street career at Barclays, Bank of America Merrill Lynch and The Bank of Nova Scotia. MBA, NYU Stern.
LinkedIn profile of Anupam Satyasheel (opens in a new tab)
Co-founder and Chief Technology Officer
Serial founder and the architect of the platform and its agents. Built Occams' Equipay platform; founded and scaled 247 Experts. B.Tech, IIIT Allahabad; AGMP, IIM Ahmedabad.
LinkedIn profile of Nitin Aggarwal (opens in a new tab)
Chief Administrative Officer
Leads reporting, compliance and cross-border structuring. Fellow of the Institute of Chartered Accountants of India, with more than a decade in financial reporting, taxation and audit.
LinkedIn profile of Rajat Garg (opens in a new tab)
Chief Tax Officer
Owns the tax method and the review standard every study on the platform is built to meet. Chartered Accountant in India who passed the U.S. CPA exam; in tax and audit since 2004.
LinkedIn profile of Priyanka Bathwal (opens in a new tab)If yours is not here, a partner call is the fastest way to an answer.If yours isn't here, call +1 443-720-2000.
You are. The licensed practitioner who holds the engagement reviews, approves and signs. TaxVantage provides software and optional technical review; it never prepares or signs a return and is never the preparer of record.
There are four annual licences, paid upfront: Solo at $6,000 with 5 studies included, Practice at $18,000 with 20, Firm at $42,000 with 60, and Enterprise at $100,000 with 200. Additional studies cost $1,500, $1,100, $850 and $600 respectively. Pricing depends on how many studies your firm runs, never on the size of your clients' credits, and TaxVantage takes no share of the fee you charge. Prepaying two years takes 10% off both years.
That is your decision and your professional responsibility. Circular 230 restricts contingent fees in several situations, so most firms price current-year studies as fixed fees scaled to complexity. The calculator above lets you test what different fee levels mean for your margin.
One entity for one tax year: the federal calculation, every applicable state, the Section G schedule, technical narratives, the evidence index and the workpapers that support Form 6765. Each amended prior year is a separate study.
No. Clients can upload standard exports from payroll, accounting and project tools. Connecting systems directly simply reduces back and forth.
No. A client's data is used only to prepare that client's study and is never used to train shared models. Access is role-based and logged, and data is encrypted in transit and at rest.
No. TaxVantage never markets to your clients, and portal messages go out under your firm's name. A company your firm brings to the platform stays your client.
Placeholder: the rule for leads between Occams Advisory's direct service for companies and partner firms.
The evidence trail is already organized by business component, with each figure linked to its source. Examination support from our specialists is available, quoted per matter, working alongside you as the practitioner of record.
Unused studies roll forward for twelve months. If you outgrow your tier, you can upgrade at any time and the unused portion of your licence is credited.
Yes. On a partner call we run an anonymized sample study end to end, and you can bring one of your own files under a confidentiality agreement.
The federal research credit (Section 41 of the tax code) rewards U.S. companies for work that develops or improves a product, process or software, relies on engineering or science, and involves trying alternatives to solve a technical problem. Pay for the people doing that work, supplies, cloud computing used for it and 65% of contractor costs count toward the credit, which is claimed on Form 6765 with the tax return.
The federal credit is usually about 6 to 8% of what a company spends on qualifying research, depending on how that spending has grown, and many states add their own credit. Companies with under $5 million in revenue and no more than five years of revenue can use up to $500,000 a year of the federal credit against payroll taxes, so it also helps companies that are not yet profitable.
$2,500 to start, plus 18% of the credit you receive. On a $100,000 credit you pay $20,500 in total. Occams Advisory's licensed tax professionals prepare and sign the study.
The file that backs up your claim. It shows which projects pass the IRS four-part test, whose time and which costs count, and the Section G schedule, with every figure linked to the record it came from. Your CPA uses it to complete Form 6765 with your return.
AI agents gather your records, match them to projects and draft the study. A licensed tax professional at Occams Advisory decides every judgment call and signs it. The software never signs anything.
As a lower federal income tax bill on the return that claims the credit. Companies with under $5 million in gross receipts, and no gross receipts before the last five years, can instead elect to use up to $500,000 a year against payroll taxes, starting with the first quarter after they file that return.
Generally you can amend returns for tax years that are still open, usually the last three years, to claim credits you missed. Refund claims for the research credit must include specific supporting details, so each past year is prepared as its own study.
Placeholder: counsel-approved answer covering Circular 230 section 10.27 and state CPA board rules on contingent fees.
Placeholder: refund or credit policy for the $2,500.
Open to the first 10 firms for three months from launch. Founding partners shape the platform in its first year, lock founding pricing for two years and work with a named partner lead from day one.
Placeholder: a quote from a founding firm, with the partner's name, the firm and their permission
From Occams Advisory, recognized by Inc. 5000, the Financial Times and Fortune.
Prefer to talk? Call +1 443-720-2000.
Thirty minutes on your clients, your volume and the licence that fits.
The calendar invite is on its way to your inbox.
We couldn't open the scheduler, so a member of our partner team will email you to arrange the call.
Tell us a little about your company. A tax professional from Occams Advisory will confirm whether you qualify and walk you through what happens next.
From Occams Advisory, recognized by Inc. 5000, the Financial Times and Fortune.
Prefer to talk? Call +1 443-720-2000.
Takes about a minute. We'll send a one-time code to your email to verify your account. Nothing is billed until you approve the engagement.
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