For CPA firms
You support your clients.
We prepare the credit.
InfoLink runs the R&D credit study from start to finish. We handle the technical interviews, the calculation, Form 6765, and the IRS memorandum. You review the package and file the return.
Why partners refer
The value we bring to your firm
Revenue share
Your firm earns 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 tax strategy
Specialty credits deepen the planning conversation you are already having with the client.
We never prepare returns, so the compliance relationship stays with you.
How a referral works
Four steps.
Two are yours.
- Your firm
Introduce
Flag a client with technical payroll and send us an email introduction.
- InfoLink
Qualify
A 15-minute call and a free 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.
- Your firm
File
Review the audit-ready package, including a draft pro forma, and file the return.
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
A referral guide
Which clients should you look at?
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.
Results
Real clients. Real credits.
$1.82M
Custom machine shop
150 employees, New York, 4 tax years
Prototyping, tooling, and CNC programming
Read the case study →$358K
Payroll software company
About 120 employees, New York
Platform rebuild and compliance automation
Read the case study →$162.5K
Structural engineering firm
27 employees, Virginia
Seismic design and materials testing
Read the case study →Built for the new Form 6765
Section G now asks for project-level detail on every claim. Our specialists document each business component so your clients' claims are ready for it.
Two ways to start
Direct referral
Make an email introduction. We run a short qualification call and handle the process from there.
Refer a client
Gmail
Outlook
Collaborative review
We sit down with you, virtually or in person, and go through your client list together to spot opportunities.
Schedule a review →FAQ
Questions from CPA firms
Will InfoLink compete for my clients' tax work? +
No. We focus only on the R&D credit and never prepare returns. The compliance relationship stays with your firm.
Which clients qualify for the R&D tax credit? +
Most qualifying companies don't call their work research. They call it engineering, product development, or solving a customer's problem. Look for clients in manufacturing, software, engineering, construction, food and beverage, chemicals, medical devices, or agriculture with engineers, developers, or designers on payroll. The referral guide above lists the signs to look for.
How does the revenue share 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.
Do I need to disclose the revenue share to my client? +
Professional standards may require you to disclose referral compensation, and some engagements, such as attest clients, may restrict it. Check the rules that apply to your firm.
What do you need to estimate a client's credit? +
A payroll summary and a project list. The estimate is free.
What happens if a claim is examined? +
We provide full audit support, including IRS correspondence.
How long does a study take? +
4 to 10 weeks on average, depending on how quickly the client shares documents.
Start a partnership
Tell us about your firm and we'll set up a short introductory call.