For industry and advisory firms
Better together
for shared clients.
We partner with advisory firms whose services sit next to ours. Your clients often qualify for the R&D credit, ours often need what you do, and neither of us competes for the other's work.
How a referral works
One step is yours.
We handle the rest.
- Your firm
Introduce
Send a short email introduction to a client with technical staff.
- InfoLink
Qualify
A free 15-minute call and an estimate from a payroll summary and project list.
- InfoLink
Prepare
Interviews, secure data collection, and the calculation. We prepare Form 6765 and the IRS memorandum.
- InfoLink
Deliver
We work with the client's CPA to file, and keep you posted on progress with the client's permission.
We focus only on the R&D credit. Your services and your client relationships stay with you.
Gmail
Outlook
Who you're introducing them to
- studies completed by our R&D specialists
- 2,000+
- in historical credits secured for their clients
- $1B+
- software that improves efficiency and reduces risk
- Proprietary
- average time to deliver a study
- 4–10 wks
Why partner with us
What a partnership brings your firm
Revenue share
Earn a share of our fee on every referred client who completes a study, paid once it is delivered.
Savings for your client
The credit can lower the business's tax bill for technical work they are already doing.
A stronger relationship
A specialty credit adds value to the advisory conversations you already have with clients.
How referrals flow
Referrals in both directions
You to us
Introduce clients
Clients with engineers, developers, or designers on payroll get a free InfoLink estimate.
Us to you
We refer back
When our clients need a service you provide, we look for opportunities to make the introduction.
Together
Network jointly
Attend events, share association memberships, and create content for mutual audiences.
A natural fit
Services that pair well with the R&D credit
If your firm offers any of these, our clients are likely your clients too.
- Sales and use tax
- Cost segregation
- Hiring and employment credits
- State and local incentives
- International tax and transfer pricing
- Fractional CFO and FP&A
- Exit and succession planning
- Payroll and PEO services
A referral guide
Which companies make great referrals?
Most qualifying companies don't call their work research. They call it engineering, product development, or solving a customer's problem.
- Manufacturing and fabrication
- Software and SaaS
- Architecture and engineering
- Construction and specialty trades
- Food and beverage production
- Plastics, coatings, and chemicals
- Medical devices and labs
- Agriculture and greenhouse growing
Signs to look for
- Building to customer specs rather than a catalog
- Prototypes, first articles, samples, or pilot runs
- New equipment or automation brought in-house
- Design-build or value-engineered project work
- Engineers, developers, or designers on payroll
- Scrap, yield, tolerance, or throughput problems
- Internal software, integrations, or AI tooling
- Reformulating a product or changing a process
Less likely
- Resale, distribution, and hourly consulting
- Funded research paid for by another party
- Cosmetic, style, or marketing-driven changes
- Technical staff working outside the U.S.
Partners like you
Firms we partner with
TaxConnex
Sales and use tax
Together we cover a client's sales and use tax and their R&D credit opportunity in one relationship.
What we look for
- Serves mid-market manufacturers, software, engineering, or other technical firms
- A trusted advisor to owners or finance leaders
- Services that complement the R&D credit rather than compete with it
- Active in associations, events, or industry groups
- Open to referring in both directions
Tell us about yours
Every partnership starts with a conversation about who you serve and what an ideal partner looks like for your firm.
FAQ
Questions from advisory firms
What kinds of firms partner with InfoLink? +
Advisory firms whose services sit next to the R&D credit, such as sales and use tax, cost segregation, hiring and employment credits, state and local incentives, international tax and transfer pricing, fractional CFO and FP&A, exit and succession planning, and payroll and PEO services. Most serve mid-market businesses in manufacturing, software, engineering, or other technical industries.
Do you compete with our services? +
No. We focus only on the R&D credit, so our work complements yours.
How does compensation work? +
Your firm earns a share of our fee on every referred client who completes a study, paid once it is delivered. The terms are set out in your partner agreement.
Can you refer clients to us? +
Yes. When our clients need a service you provide, we look for opportunities to make the introduction.
Who files the credit? +
We prepare Form 6765 and the IRS memorandum, and work with the client's CPA to file.
What does a first conversation look like? +
A short call about who you serve, the events you attend, and what an ideal partner looks like for each of us.
Let's grow together
Tell us about your firm, the clients you serve, and the events you attend. We'll find the overlap.