Do my clients need to talk to anyone at TaxCredit4U?

No. The entire process is handled through the platform. Your clients upload their documents, answer qualification questions, and receive their deliverables without calls or meetings.

Can I review the claim before my client pays?

Yes. Your client grants you reviewer access, and you can examine the Form 6765, Technical Narrative, and supporting calculations before the client finalizes payment and receives their documents.

What if my client's claim needs adjustments?

You can flag issues through the review portal. The platform recalculates based on any changes to qualified expenses or activities.

For CPAs and Tax Professionals

Last reviewed October 12, 2026

TaxCredit4U handles the labor-intensive parts of R&D tax credit studies so your clients get their credits and you keep your billable hours focused on advisory work.

How it works for your clients

Your client signs up, enters their R&D projects, employees, and costs, and TaxCredit4U's software handles credit calculation and documentation. The output is a complete deliverable package:

Pre-filled IRS Form 6765 with all line items calculated under both the Regular Credit and ASC methods
Technical Narrative Report documenting how each qualifying project satisfies the IRS four-part test
Finalization Letter summarizing credit amounts and filing instructions

The CPA review portal

Your client can grant you reviewer access directly from their dashboard. As a reviewing CPA, you can:

View your client's claim and its current status
Review the generated Form 6765 before filing
Examine the Technical Narrative Report and supporting documentation
Verify credit calculations and the methodology used
Access all uploaded source documents

What TaxCredit4U handles

Task	Who does it
Initial qualification screening	TaxCredit4U (automated)
Data collection from the client	TaxCredit4U platform
Credit calculation	TaxCredit4U (automated)
Document generation	TaxCredit4U (automated)
Form 6765 generation	TaxCredit4U (automated)
Technical Narrative Report	TaxCredit4U (automated)
Review and sign-off	You (the CPA)
Filing with the tax return	You (the CPA)

Pricing

TaxCredit4U charges your client a 15% success fee on the calculated credit amount. There is no cost to you as the reviewing CPA. There is no referral fee structure at this time.

Get in touch

If you have clients who may qualify for the R&D tax credit, or if you'd like to learn more about integrating TaxCredit4U into your practice, reach out to us.

Frequently asked questions

Do my clients need to talk to anyone at TaxCredit4U?: No. The entire process is handled through the platform. Your clients upload their documents, answer qualification questions, and receive their deliverables without calls or meetings.
Can I review the claim before my client pays?: Yes. Your client grants you reviewer access, and you can examine the Form 6765, Technical Narrative, and supporting calculations before the client finalizes payment and receives their documents.
What if my client's claim needs adjustments?: You can flag issues through the review portal. The platform recalculates based on any changes to qualified expenses or activities.