Valuation
Strategic Consulting

Strategic advisors leverage valuations for a variety of reasons throughout their clients’ life cycles. Cabrillo's breadth of valuation techniques and depth of sector knowledge enables us to contribute to your clients’ strategy, not merely to react to it.

Strategic Consulting
R&D Tax Study and Compliance
R&D Tax Study and Compliance
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R&D Tax Analysis

We conduct the R&D tax study in order to identify the amount of qualifying R&D expenses the company can claim on its federal tax return.

Tax Filing

The necessary tax paperwork is prepared and filed with the IRS and the appropriate documentation is provided to you for your tax preparer to file.

Startup Tax Credit Eligibility
Qualified Startup Research Expenses for the Tax Credit:
Acquisition Advisory

Paid to employees for qualified services. This includes amounts considered to be wages for federal income tax withholding purposes.

Strategic Advisory

Used and consumed in the R&D process. Supplies are defined as any tangible property other than land or improvements to land, and property subject to depreciation.

Board Advisory

Expenses paid to a third party for performing QRAs on behalf of the taxpayer. Regardless of the success of the research, 65% of the actual cost incurred.

Dispute Advisory

Those that are used in qualified activities such as payments to cloud service providers for renting server space to develop.

Tax Restructuring

Intellectual Property

Acquisition Advisory

Paid to employees for qualified services. This includes amounts considered to be wages for federal income tax withholding purposes.

Strategic Advisory

Used and consumed in the R&D process. Supplies are defined as any tangible property other than land or improvements to land, and property subject to depreciation.

Board Advisory

Expenses paid to a third party for performing QRAs on behalf of the taxpayer. Regardless of the success of the research, 65% of the actual cost incurred.

Dispute Advisory

Those that are used in qualified activities such as payments to cloud service providers for renting server space to develop.

Tax Restructuring

Intellectual Property

Strategic Consulting

What we do

Your company may be able to claim a sizable tax credit of up to $250,000. Once it has been approved by the IRS, the R&D credit is applied towards the business’s future payroll tax liabilities.

We’re Here to Help

Companies are faced with numerous financial decisions, many of which are one-time events. At Cabrillo Advisors, we know that combining our expertise with your knowledge of your company and industry can lead to us to the right solutions.