When You'd Rather the Engagement Come to You: Three Situations Where Enterprise Fits

TL;DR

• Enterprise is Full-Service, elevated: everything we do, delivered in person and shaped around you.
• It is built for teams with $1M+ in annual R&D spend or multiple entities who would rather the engagement come to them.
• Pricing is custom, with a gentler schedule spread over nine months. The three situations below are illustrative, not client stories.

Same destination, a different route

Every Strata tier ends in the same place: a filing-ready study your CPA files with the return. What changes is how much of the journey we carry for you.

Enterprise carries the most. It is Full-Service, elevated, with everything we do delivered in person and shaped around your organization. If your business has a lot going on, this is the tier designed so that the engagement fits around you, not the other way around.

First, a quick word on the credit

The federal research credit under IRC Section 41 rewards businesses that invest in developing or improving products, processes, software, or techniques. Activities are evaluated under Treasury Regulation 1.41-4, and the credit is claimed on Form 6765. Whether a company can claim it depends on the specific activities, documentation, and facts. That is exactly why having the right people alongside you matters.

What Enterprise brings to the table

• White-glove collection and advising, in person
• Your dedicated success rep and specialist CPA
• The complete 25+ page methodology memo
• Strategic guidance to maximize every dollar
• Audit support

Pricing is custom, scoped to your engagement, with a gentler payment schedule spread over nine months. You pass the finished package to your CPA, who files the return.

Situation one: several entities, one story to tell

An illustration. Picture a company that operates through three related entities. Each has its own payroll and its own projects, and the R&D work moves back and forth between them. Pulling that into one clear picture is a lot to ask of a self-serve process.

With Enterprise, one team sits down with you, in person, and learns how the pieces fit together. That can make the claim easier to build, and easier to explain, because the people doing the work understand your structure firsthand.

Situation two: a big R&D footprint

An illustration. Picture a manufacturer investing well over $1M a year in engineering and product development, across many projects and many people. At that scale, the challenge is the sheer volume of information.

A dedicated rep and a specialist CPA working alongside your team, in person, can keep things moving while your leaders stay focused on running the business. You bring the expertise about your work. We bring the structure.

Situation three: you would simply prefer a conversation at the table

An illustration. Picture a CFO with a full calendar and a leadership team that would rather talk things through in a room than chase portals and email threads.

Enterprise is built for that preference. It is scoped, priced, and delivered around you, so the engagement feels like a partnership instead of another project on the list.

If another path suits you better

Enterprise is not for everyone, and that is perfectly fine. If your business is a single entity with a more contained level of R&D spend, Full-Service often covers what you need. If you know your numbers cold and want the most streamlined route, Self-Serve is built for exactly that. Not sure which fits? That is what the review below is for.

Let's find your fit

Fifteen minutes is all it takes. We will size your credit, answer your questions, and point you down the right path, starting with a $0 initial assessment. Request your 15-minute review at stratataxgroup.com/contact.

This post is for informational purposes only and does not constitute tax or legal advice. Consult a qualified tax professional regarding your specific circumstances.