Case Study: Navigating the R&D Tax Credit

Mar 4, 2020

March 2020 

In part 3 of our Tax Innovation Series, Richey May and SourceHOV have collaborated to bring you a case study based on a mutual client’s experience with the R&D Tax Credit.

The case study covers the client’s journey, starting with being referred to SourceHOV by Richey May based on their needs regarding a proprietary piece of software they developed. Our team was able to work with their leadership and SourceHOV to achieve results that still benefit the client to this day!

Read the case study and contact us about how you might be able to benefit from the R&D credit.

R&D Case Study: Mortgage Banking Industry

In case you missed it:

Part 1: Learn more in An Overview of the R&D Tax Credit

Part 2: Don’t miss the Webinar Replay of Navigating the R&D Tax Credit: Internal Use Software

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Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.

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