[Free] How To Launch A Profitable R&Amp;D Tax Credit Business
Learn how to start, market, price, and deliver high-value R&D tax credit services using automation tools. – Free Course
What you’ll learn
- How to identify your niche and build your first offer
- How to price R&D services
- How to deliver the service using TaxRobot
- How to automate onboarding, follow-up, and client delivery
- How to market and sell without being “salesy”
- How to grow recurring revenue and retain clients annually
Requirements
- Whether you’re just starting out or looking to expand your existing practice, this course shows you how to turn the R&D tax credit into a scalable, profitable niche with real client value.
Description
Are you a CPA, bookkeeper, tax attorney, or consultant looking to expand your service offerings?The R&D tax credit is one of the most overlooked opportunities in the tax space—with over $10 billion in credits going unclaimed every year. Most businesses that qualify don’t even know they’re eligible. And most CPAs avoid it because it seems too technical.
That’s where you come in.
This course gives you everything you need to start, launch, and scale an R&D tax credit consulting business—even if you have zero prior experience with this credit.
We won’t get deep into tax code or legal theory (that’s what our technical course is for). Instead, this course focuses on the business side of offering R&D credit services.You’ll learn how to:
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Package your services and price with confidence
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Find and close clients—even if you’re starting from scratch
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Deliver audit-ready studies using modern automation tools like TaxRobot
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Systematize your process so you can grow without burning out
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Retain clients year after year with a recurring revenue model
Throughout the course, you’ll get:
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Bite-sized video lessons (3 mins each)
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Downloadable templates, checklists, and scripts
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Client onboarding systems, outreach guides, and SOPs
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Tools to automate 90% of the delivery process using TaxRobot
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A 30-day launch plan so you can start signing clients immediately
Whether you’re just starting out or looking to expand your existing practice, this course shows you how to turn the R&D tax credit into a scalable, profitable niche with real client value.
Author(s): Uche Okoroha
