Incentive Partner Information

There is revenue already sitting in your client list. Across your book, clients are doing work that qualifies for the R&D tax credit. Most firms either leave that credit uncaptured or hand the work to an outside specialty firm, and watch the client relationship walk out the door with it. Incentive Partner is a third path. Your firm delivers R&D tax credit studies under its own brand, while the technical work and client support are carried by Incentive Partner specialists. The platform surfaces and sizes the opportunity across your book. Every study is calculated against the current tax code, AI-reviewed against case law and IRS guidance, and human-verified by specialists — so what reaches your client is audit-ready, with no new hire on your payroll. For your firm, that means new revenue from clients you already serve — often substantially more than commodity compliance, recurring every year the client qualifies. It means becoming the firm that brings clients real money, not just files their forms. And it means adding a modern, high-value service line without building a specialist team to support it.