R&D Advantage
Platform Accounting Group
Partnership Proposal

A New Revenue Stream for Your Firms.

R&D Advantage specializes in one thing: R&D tax credits. This proposal outlines two ways to put that expertise to work across your network of CPA firms.

The Opportunity

Platform Accounting Group supports boutique CPA firms across the country. Many of those firms have clients actively engaged in innovation, product development, or process improvement, yet the R&D tax credit remains one of the most underutilized incentives available.

R&D Advantage has spent years building the technical expertise, IRS-compliant documentation processes, and engineering depth to maximize these credits for qualifying businesses. This partnership connects PAG's network with that specialized capability, creating a revenue stream that requires no additional overhead from your firms.

Two Paths Forward

Choose the model that fits. Or start with one and add the other.

Available Now

Direct Referral Partnership

PAG identifies eligible clients through its network. R&D Advantage handles the full engagement. PAG earns a referral fee on every completed study.

  • PAG or its CPA firms refer clients to R&D Advantage
  • RDA conducts the full R&D tax credit study
  • Technical interviews, QRE analysis, IRS-ready documentation
  • CPA firm coordinates on client financials
  • PAG earns a referral fee on RDA's engagement
Referral Fee
10%
Of RDA's engagement fee per completed study
Coming Later This Year

Software-Enabled Partnership

RDA's proprietary software streamlines the R&D tax credit process, making it viable for a wider range of client sizes. Revenue flows directly to the CPA firm.

  • Software handles analysis and documentation
  • Works for any client size (no QRE minimum)
  • Majority of revenue flows to the CPA firm
  • PAG determines split with individual offices
  • Scalable across your entire network
Revenue Split
65 / 35
65% to the CPA firm, 35% to the software platform

Engagement Minimum: $1M in Qualified Research Expenses

For Option 1 (Direct Referral), R&D Advantage requires a minimum of $1,000,000 in Qualified Research Expenses to take on an engagement. This ensures the credit amount justifies a full study and delivers meaningful value to the client. The software option (Option 2) will not carry this minimum.

Getting Started

How the Referral Partnership Works

Three steps from identification to revenue.

1

Identify

PAG or its CPA firms identify clients with potential R&D activity. Look for companies investing in new products, processes, software, or formulas with $1M+ in Qualified Research Expenses.

2

Refer

Connect the client with R&D Advantage. RDA takes it from there. We handle the technical interviews, documentation, QRE calculations, and deliver an IRS-ready study.

3

Earn

When the study is complete and the engagement is paid, PAG receives a 10% referral fee. No overhead. No additional work. Revenue for a warm introduction.

At a Glance

Comparing Both Options

Direct Referral Software Platform
Availability Now Later this year
Client Minimum $1M+ in QRE No minimum
Who Does the Work R&D Advantage (full service) Software-assisted
PAG Revenue 10% referral fee on RDA's fee Up to 65% to CPA firm (split TBD)
Effort from PAG Refer + coordinate Minimal (software-driven)
Best For Larger clients, immediate revenue All client sizes, high volume

Ready to Explore This?

Schedule a call with R&D Advantage to discuss how this partnership could work across your network.

Schedule a Call

We'll walk through your network, identify the best-fit clients, and align on next steps.