About
TaxCreditPartner is the accounting-firm partnership program of TaxCreditVisor. This page is who runs it, who's behind it, and where the boundary sits.
TaxCreditPartner lets CPA and accounting practices offer R&D tax credit studies to their clients, either as a referral partner or fully white-labeled under the firm's own name, without building the specialism in-house.
TaxCreditVisor's R&D team runs the eligibility analysis, the study, the documentation and the filing support. The partner firm keeps the client relationship in full: TaxCreditVisor delivers R&D tax credit services and does not pursue accounting, bookkeeping, tax preparation or advisory engagements from clients introduced this way.
Clayton Vaughn leads TaxCreditVisor's R&D tax credit practice and is the main point of contact for every firm in the TaxCreditPartner program. His background is in R&D tax consulting, running credit studies across a range that runs from pre-revenue software startups to established manufacturers.
He personally evaluates every client a partner introduces: a short eligibility conversation, a conservative projection of the credit, and a fixed fee agreed before any work starts. If a claim isn't worth making, that conversation is where you'll hear it. A study nobody should have filed helps neither of us.
Clayton VaughnR&D Tax Lead, TaxCreditVisor
2014
Practice founded
$70M
in R&D credits issued
200+
founders and finance teams supported
36
state credits reviewed alongside the federal claim
TaxCreditVisor is the R&D tax credit practice behind TaxCreditPartner. We run the eligibility analysis, the study, the documentation and the filing support.
R&D tax credits are the only thing we do. That's why firms can bring us in without worrying about the rest of their client relationship.
R&D credits become a service you offer without hiring a specialist, buying software, or carrying the risk of a claim you can't defend. Referral partners earn a fee; white-label partners set their own price on partner rates.
Handling the credit through a partner keeps the client inside your firm. The alternative, referring them to a credit shop that also sells bookkeeping and advisory, is how firms lose clients they'd had for a decade.
The partnership agreement contains a binding commitment that TaxCreditVisor provides R&D tax credit services only to clients introduced through it. The boundary is contractual, not a promise on a website.
One conversation. We talk through your client base, work out whether referral or white-label fits the way your firm operates, and put the agreement in front of you, including the non-compete.
Most firms make their first introduction within a few weeks of that call. There's no minimum volume, no exclusivity requirement, and nothing goes to any client of yours in the meantime.