Contact Us
Get in Touch with Our Team
We help startups, SMBs, and finance teams simplify financial management with powerful, secure, and easy-to-use tools.
Contact Information
Email, call, or complete the form learn how Kion management and governance challenges.
- Phone +123 456 7890
- Email datasource@gmail.com
- Address 4517 Washington Ave. Manchester, Kentucky 39495
FAQ
Your questions, answered
Short answers to what most SaaS founders ask before engaging.
Do we actually qualify?
If you employ US engineers building software under technical uncertainty — almost certainly yes. We run a free pre-screen to confirm.
How is this different from TurboTax or Gusto R&D?
Those are estimators. We are CPAs who sign returns and defend them in audits. Different product, different risk profile.
What if we already have a CPA?
Great — we work alongside them. We deliver the Form 6765, substantiation, and workbook; they file the return.
What happens if we get audited?
We handle it — for the life of the return, at no additional cost. Our audit rate is under 2% and our loss rate is zero.
How long does it take?
Most claims go from kickoff to CPA signature in under 14 days once you connect data. Lookback claims take a bit longer.
Is our data safe?
Read-only access, SOC 2 Type II-aligned controls, data retained only as long as needed for audit defense.
What's the §174 lookback?
The One Big Beautiful Bill Act (July 2025) reopened 2022–2024 for amended returns. SaaS companies can recover six to seven figures in cash. Deadline is July 6, 2026.
Do you charge anything upfront?
No. 20% contingency — you pay when the IRS sends your refund. If we don't find savings, you don't pay.