Partner With Us on
R&D Tax Credits  

Your client relationship is yours. We are not looking to prepare returns, manage bookkeeping, or advise on anything outside a single technical study. When a client comes to RK Partners through a CPA referral, the engagement is scoped to identifying, documenting, and defending the R&D tax credit, and nothing else.

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a CPA working on an R&D tax credit with an R&D tax consultant partner

This is a referral partnership, not a competitive one.

Your client relationship stays exactly where it is.

We are scoped to the R&D credit study only. You stay the advisor of record, and the client relationship never moves.
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You earn a referral fee for every client you send.

There is no cap on referrals and no obligation beyond the initial introduction. Terms are agreed upfront, before any engagement begins.

Your client gets a specialist-level study, without adding headcount.

Our team includes former Big 4 tax attorneys, CPAs, and engineers who do nothing but R&D tax credit work, so your firm doesn't have to build that expertise in-house.

How our process works: 

Technical interviews

We meet with key staff to identify every qualifying project and disqualify any that don’t meet IRS criteria.

Financial analysis

Our team reviews your client's payroll, general ledger, and tax returns to calculate the full credit.

Compliance review

A dedicated team with an impeccable IRS defense record reviews everything through our QA process.

Deliver
& file

You receive a complete, audit ready report that you CPA file alongside your client's taxes or amends for prior years.

Download the whitepaper.

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More Credits.
Less Disruption.

Our engineers, CPAs, and attorneys uncover and document all of your clients' eligible tax credits with precision.

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