Source Advisors - US and UK R&D Tax Credits for Fintech: US Federal and State R&D Tax Credits - Similar companies

𝗪𝗛𝗔𝗧 𝗪𝗘 𝗗𝗢 We help US and UK financial services companies and their owners reduce their income taxes by claiming government t ... ax credits for their companies’ proprietary software and hardware design and development and their integration of third-party tools and systems. 𝗪𝗛𝗢 𝗪𝗘 𝗔𝗗𝗩𝗜𝗦𝗘 We advise companies’ owners, CFOs, and Heads of Tax at asset managers, banks, B/Ds, CPOs, data vendors, exchanges, hedge funds, HFTs, insurance, insurtech, market makers, mortgage, private equity, private money lenders, prop traders, real estate, regtech, venture capital, and vendors of fintech to these companies. Our clients range in size from some of the largest financial institutions in the world to startups. 𝗪𝗛𝗔𝗧 𝗧𝗢 𝗘𝗫𝗣𝗘𝗖𝗧 • Cash tax savings of 7-9% of R&D expenses for the US federal credit, 9-33% on the UK's • No engagement letter or fee required for initial scoping and estimate • Estimate of the company's credits and our fee to estimate your company's ROI • Ability to perform services onsite or remotely • Focused interviews of personnel • Minimal disruption of operations • Minimal internal time requirements • All work done under an NDA • Delivery of the final return-ready R&D tax credit calculation within weeks after engagement kick-off • Collaboration with your tax preparer if requested • Bespoke final deliverable • Optimal ROI on your company’s R&D tax credit study engagement • Unlimited audit support While all of our largest clients are covered by the Big Four for general tax and audit services, they choose to engage Source Advisors for their annual R&D tax credit studies. 𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗨𝗦 Please contact Louis Riley, International Director, Financial Services through LinkedIn at www.linkedin.com/in/louisriley or at louis.riley@sourceadvisors.com to schedule a call. Louis can typically help you determine if your company has fintech that qualifies for R&D tax credits on the first call. read more