LEAF Specialty Tax Consultants

LEAF Specialty Tax Consultants is a tax and accounting practice built around research and development tax credits. It prepares R&D credit studies for companies and works with other CPA firms that want a specialist to handle the study. The founder came to the field through long experience in the tax industry.

Services

• R&D tax credit studies: work for companies and for CPAs to identify qualifying research spending.
• Tax preparation and strategy: filings, deductions and planning to reduce liabilities.
• Bookkeeping: tracking income and expenses so clients can see where money goes.
• Estimating tools: online calculators for tax credit and payroll credit estimates.

Who it works with

The firm supports businesses that invest in innovation, small business owners and accountancy practices needing specialist help. Engagements start with a consultation, a light review of the client's financial documents and a tailored plan.

Key facts

• Specialism: Research and development tax credits
• Process: Consultation, document review, then a custom plan
• Works with: Companies and CPA firms