Help your clients claim R&D tax credits. Recover refunds. Earn revenue.
Refer your clients to Strike's R&D tax credit and OBBBA recovery program. You earn a referral fee on every successful engagement. No cost, no liability, no extra work for your team.
1,
100
+
Clients
served since 2020
$
300
m+
Credits
delivered to date
$
250
k
Avg Credit
per client engagement
100
%
Audit Support
on every engagement
Trusted by leading firms across the country
The Opportunity
Why your clients need an R&D tax credit partner now
In 2022, the Tax Cuts and Jobs Act forced businesses to capitalize and amortize domestic R&D expenses over five years under Section 174. Many companies stopped claiming R&D credits entirely or significantly reduced their claims for 2022, 2023, and 2024.
The One Big Beautiful Bill Act (OBBBA) retroactively removed this amortization requirement. Your clients can now amend their returns and recover credits they skipped. The window to file is closing, with the earliest deadlines arriving in early 2026.
"If your clients skipped R&D credits during 2022-2024, they likely overpaid taxes by tens or hundreds of thousands of dollars. The OBBBA fixed this, and the fix is retroactive. Help them recover what they are owed."
Why Partners Choose Strike
Why Partner With Strike?
With the industry's strongest substantiation record, our process is proven to maximize a client's R&D tax credit with accuracy and confidence.
Referral Revenue
Competitive referral fees paid on every client engagement you refer to Strike.
Strike Shield™ Audit Protection
Every engagement includes free unlimited audit defense and a 100% fee-back guarantee.
Partner Portal
Track every referral in real time. See exactly where each client engagement stands.
Dedicated Partner Manager
Direct line to your own Partner Manager. No call centers, no ticket queues.
Zero Cost, Zero Risk
Strike works on 100% contingency. No retainers, no monthly fees, no upfront costs.
100% Substantiated Credits
Every credit we calculate is fully substantiated and defensible.
How the Partner Program Works
Connect Your Client
Quick introduction
Introduce your client to Strike. A warm email or a quick call to your Partner Manager is all it takes.
We Manage the R&D Credit Study
4-8 weeks
Strike handles document gathering, technical interviews, credit calculations using IRS Form 6765, and delivery.
Track Progress in Real Time
Full visibility
Monitor every referral through your Partner Portal. Know exactly where each client stands.
Credits Delivered
You earn your fee
Your client receives their R&D tax credits. You earn your referral fee. Lower taxes make clients happy, all thanks to you.
Full Transparency
Partner Portal for Complete Referral Visibility
Experience enhanced collaboration and streamlined success with our software tailored for partners, designed to bring absolute clarity and efficiency to every aspect of our partnership.
Real-time visibility
into every referral's progress
Instant notifications
when milestones are reached
Transparent tracking
fee and reporting dashboard
Direct access
to your dedicated Partner Manager
Partner Voices
Real Partnerships, Real Voices
Discover how our partnership has empowered professionals like you, directly from those who have experienced the Strike difference.
Working with Strike has been amazing. They have done a great job of taking care of our clients and helping them find more tax savings. Makes us look even better! We really appreciate their responsiveness and how they are able to help our clients!
The R&D tax credit is practically handmade for SaaS companies spending money on R&D. As an in-house CFO, I claimed this credit, but I hired experts to do it right so it is well documented and we are claiming the right amounts each year. Working with Strike to maximize your R&D tax credit is something your tax and accounting practice should definitely be looking into.
Strike is professional, timely, and thorough in their evaluation. We have complete confidence they are maximizing the tax benefits for our clients.
Partner Network
Who makes a good Strike Partner?
Accounting Firms
Add R&D credit expertise without adding headcount.
CPAs
Offer comprehensive tax credit services to your clients.
Fractional CFOs
Deliver immediate tax savings to your portfolio companies.
Tax Attorneys
Complement your practice with substantiated R&D credit claims.
Financial Planners
A powerful addition to comprehensive financial plans.
Business Consultants
Help growth-stage clients unlock credits they never knew existed.
Who Qualifies
Do you have clients that qualify for the R&D tax credit?
Qualified Industries
Software, manufacturing, aerospace, engineering, food & beverage, pharma, robotics, petrochemicals, MSPs, and construction.
Qualified Titles
C-Suite, project managers, engineers, designers, chemists, and contractors performing R&D activities.
Common Qualified Expenses
US employee wages, subcontractor payments, supplies for qualifying activities, and cloud computing costs.
No obligation
Free 15-Minute Assessment
We can usually tell you within 15 to 30 minutes whether your client has a meaningful opportunity and give you a rough estimate of the potential recovery.
No cost. No obligation. No pressure.
Quick estimate
Estimate Your Client's R&D Tax Credit
Use our free calculator to get a quick estimate of how much your clients could save.
Frequently Asked Questions
You refer your clients to Strike, and we manage the entire R&D tax credit study from intake to credit delivery. You earn a referral fee on every successful engagement. Partners get real-time visibility through our Partner Portal and a dedicated Partner Manager for updates and questions.
No. Strike works on a 100% contingency basis. There are no retainers, no upfront fees, and no cost to you or your clients. You earn referral fees only when credits are successfully delivered. Every engagement includes Strike Shield audit protection and free unlimited audit defense.
Our partner network includes CPAs, accounting firms, fractional CFOs, tax attorneys, financial planners, business consultants, payroll companies, and merchant processors. If your clients may qualify for R&D tax credits under IRC Section 41, you can partner with Strike.
Qualified industries include software and SaaS, manufacturing, aerospace and defense, architecture and engineering, food and beverage, medical and pharmaceutical, robotics and automation, petrochemicals, MSPs, construction, and agriculture technology. Any company that develops or improves products, processes, or software may qualify.
The Partner Portal gives you real-time visibility into every client engagement you refer. Track progress from initial intake through document gathering, technical interviews, credit calculation, and final delivery. You also have direct access to your dedicated Partner Manager through the portal.
Strike Tax Advisory has delivered over $300 million in R&D tax credits for more than 1,100 clients since 2020. The firm maintains a 100% audit support guarantee, provides 100% substantiation on all credits, and works with 250+ active referral partners nationwide. Strike was founded by Jonathan Cardella and is headquartered in Scottsdale, Arizona.
Ready to become Strike's newest Partner?
- Zero cost, zero risk partnership
- Dedicated Partner Manager assigned to you
- Real-time Partner Portal access
- Competitive referral fees on every engagement
- Free unlimited audit defense for your clients
Do not leave referral revenue on the table.
The OBBBA created a once-in-a-generation opportunity for your clients to recover R&D tax credits from 2022-2024. Partner with Strike. Earn referral fees. Pay nothing unless we find credits.