Annual binder tiers

Pick by engineering FTE headcount. The deliverable format is identical across tiers; what scales is the depth of business-component analysis and QRE allocation work.

Indie

$2,995

Up to 5 engineering FTE. Up to roughly $50k credit value.

1 binder per year
Up to 2 business components
Section 41(h) payroll-tax-offset analysis
Section G QSB-exempt path documented
CPA-friendly workpaper format
1 round of revisions included
2 to 3 week turnaround

Order Indie

SaaS Standard

$4,995

6 to 25 engineering FTE. Up to roughly $250k credit value.

1 binder per year
Up to 5 business components
Multi-product business-component clustering
Form 6765 Section G generated (mandatory for non-exempt filers from tax year 2026)
Audit-defense flag review across all 4 disqualifiers
2 rounds of revisions included
2 to 3 week turnaround

Order SaaS Standard

Scale

$9,495

26 to 60 engineering FTE. Up to roughly $750k credit value.

Section G is mandatory for most filers at this tier starting tax year 2026. 2026 is the documentation year.

1 binder per year
Up to 12 business components
Cross-org clustering plus contractor allocation
Form 6765 Section G generated (mandatory for non-exempt filers from tax year 2026)
Audit-defense-ready evidence appendices per component
3 rounds of revisions included
Priority async CPA support during filing week
3 to 4 week turnaround

Order Scale

Above 60 engineering FTE or unusual structures (multi-entity, consolidated groups, controlled-group aggregation, multi-state filings) is a custom-scope conversation. Talk to us with a one-line description.

Add-ons

Optional scope extensions, priced separately so the base tier stays simple. All add-ons require an active annual binder engagement; none of them stand alone.

State R&D credit workpaper

$995

Per state, in addition to your annual binder. Available for all states with an R&D tax credit.

State QRE definition mapping (most states track federal closely)
State-specific qualifying-activity rules
Form layout matching the state agency template
Per-state filing instructions for your CPA

See state-specific guides: State R&D credits (Arizona, California, Connecticut, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Pennsylvania, Texas).

Quarterly contemporaneous tracking

$1,799 / year

Or $499 per quarter, in addition to your annual binder. Adds quarterly snapshots throughout the year.

Quarterly snapshot of qualifying activity
Mid-year QRE projection updates
Compounds the contemporaneous-documentation expectation under IRS Notice 2023-63
Reduces year-end binder drafting time

Section 174A foreign R&E workpaper

$1,995 / year

In addition to your annual binder. For customers with foreign R&E spend that capitalizes over 15 years under post-OBBBA Section 174A(c).

Foreign R&E identification and allocation
15-year amortization schedule
Coordination with the federal Section 41 binder (foreign R&E does not qualify for the credit)
Domestic versus foreign segregation worksheet

Audit-defense engagement

Hourly

Scoped separately. Available if the IRS opens an Information Document Request (IDR) on a return that included our binder; in addition to your annual binder engagement.

Binder-specific factual question support
Source-citation verification with examiner
Coordination with your CPA or tax counsel through our partner CPA firm
The IDR response itself is owned by your CPA or counsel, not us

Payment and refunds

Order through delivery in six steps. Click-wrap acceptance covers the full agreement set; no PDFs to print or sign.

Pick a tier and submit the order form. Six inputs: company legal name, work email, engineering FTE count (with a tier-fit check), tax year for the binder, a CPA-of-record yes/no confirmation, and click-wrap acceptance of our Terms of Service, Privacy Policy, Master Services Agreement, and Data Processing Agreement. Roughly two minutes. No payment yet.
Pay in full via Stripe Checkout. An order confirmation email arrives with a Stripe Checkout link. Single charge, no subscription.
Complete the post-payment intake. A payment-confirmation email arrives with the heavier intake form: entity type, state of incorporation, fiscal year end, primary technical contact, CPA contact, secure upload widgets for your payroll register and contractor invoices, and a read-only GitHub App install link for your engineering organization. Roughly 10 to 15 minutes if your payroll and contractor files are at hand; closer to 30 if you have to chase them down.
No subscription. The binder is an annual fixed-scope product. No recurring charge.
25 percent annual renewal discount. Renew the next tax year for the same tier and pay 25 percent less. Add-ons price separately.
Refunds. Limited to one scenario: if, after payment, we determine the customer's submitted inputs cannot produce a binder that meets our quality standards, we refund the engagement fee in full. We do not refund based on the credit your CPA chooses to claim, the return position your CPA takes, post-delivery dissatisfaction with binder content, or change of mind.

What is not included

Five things deliberately out of scope, with handoff guidance.

Form 6765 filing. Your CPA files the return; we never sign Form 6765. See the about page for the doc-only thesis.
Tax advice. No legal opinions, no method-of-accounting elections, no return-position calls. Talk to your CPA or tax counsel.
Payroll-tax-offset filing. If you elect the Section 41(h) Qualified Small Business payroll-tax offset, your payroll provider or CPA files Form 8974 after Form 6765 is accepted. The binder gives you what you need; we do not file the offset.
Bookkeeping cleanup. If your payroll register or contractor-invoice records are incomplete, fix that with your bookkeeper first. The binder uses your books; we do not produce them.
State credit filings. State workpapers (per-state add-on at $995) are documentation; the state filing itself is your CPA's job, same as federal.

Next steps

Three short paths.

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