top of page

Tax Credit Resources

Open Advisor is here to help business owners make better decisions on their tax credit providers. From learning more about how these tax credits work, to finding the right partner to getting the best rate for your situation, Open Advisor experts create these guides and tips for business owners like you.

What is an ERC Advance Loan?

Learn more about what an ERC advance loan is, how to weigh your options, and decide whether it's right for you.

How to Get the California R&D Tax Credit

That's right, on top of the federal research and development credit, the state of California also offers an R&D tax credit. Read the Open Advisor guide on your eligibility, how to file, and the differences between federal and California credits.

How to Claim the R&D Tax Credit

You might know about the R&D credit, and you might know that your company is eligible, but what do you do to claim the credit? Open Advisor has a simple, easy to understand guide to claiming the credit and filing form 6765 for business owners.

R&D Tax Credit Carryforward

Wondering how long those R&D credits last? We have easy to understand answers on how far back you can claim, how long they last, and how to decide what you should do

What is the R&D Payroll Tax Credit and How Can You Claim It?

Even if you’re a new startup with little to no income tax liability, you still may be able to claim the R&D credit. Find out how you can get credit and offset your payroll taxes.

The R&D Tax Credit 4 Part Test

Interested in claiming the R&D tax credit but not sure if you're qualified? The Open Advisor guide to passing the 4 part test will give you the details on each part and answer the important questions you need to know the answer to

bottom of page