Tax Credits

How to Help Clients Find R&D Tax Credits

The U.S. government offers $92 billion in R&D Tax Credits each year and only about a third are ever claimed. Why? Well, these credits can be confusing. Businesses don’t know they’re eligible, and their trusted advisors (like you!) may not have the bandwidth to offer guidance or may want additional info. 

On Tuesday, August 8, 2023 at 11 am PT | 2 pm ET, join Joshua of Gusto and Kenji of Acuity to get the facts: Learn who’s eligible, how companies can apply, and how to start the conversation.

Tuesday, August 8, 2023 | 11 am PT | 2 pm ET

Well how about that! You’re all signed up.

What you’ll learn

Learn all you need to know about R&D tax credits

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Including how they work, what’s involved, and when to apply them. (Did you know they’re retroactive?)

Understand who’s eligible

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It applies to companies across all industries, from agronomy to architecture, facilities management to finance — and not just software startups!

Learn how Gusto helps your firm and clients

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Including the crucial role payroll data plays, and the revenue share potential for your firm.

Meet Joshua & Kenji

Our upcoming live session will feature insights from guest speakers Joshua Lee & Kenji Kuramoto.

Joshua Lee, Head of R&D Tax Credits at Gusto

Joshua founded an R&D company that Gusto acquired in 2021.  Previously, he spent nearly 14 years at EY, including as its West Coast R&D Credit Team Lead. He has deep experience helping companies grow — both as a founder and a tech company investor.

Kenji Kuramoto, Founder and CEO at Acuity

Kenji is the Founder and CEO of Acuity, which builds and maintains financial operations for innovative entrepreneurs. Acuity has been named one of Accounting Today’s Top Firms For Technology and Top Firms To Work For.