Referral Partner Program
Many of your clients may be sitting on unclaimed R&D credits. Help them find out.
You are already in the room with innovators. Partner with Strata and earn a commission every time one of your clients qualifies and secures their R&D tax credit, at zero cost to them to find out.
Become a Referral Partner
Tell us about your network.
How do you typically interact with your customers?
This helps us understand how you could introduce us.
Why Partner
Add real value for your clients. Get paid when they win.
You do not need to know anything about tax credits to be a great referral partner. We handle everything. You just make the introduction.
Earn a commission on every conversion
When a client you refer uses our service and secures credits, you earn a commission. The bigger their credits, the more meaningful your reward.
Strengthen your client relationships
Introducing clients to hundreds of thousands in tax savings positions you as a trusted advisor, not just a vendor. That kind of value is remembered.
Zero effort after the introduction
Our CPA-credentialed team handles the entire process: discovery, documentation, filing, and defense. You make the introduction; we do the rest.
The Process
How the referral works.
We have made it as simple as possible. You do not need to understand the tax code. Just make the connection.
You make the introduction
Share your client's name and contact info. We reach out promptly and professionally, always with your relationship in mind.
We do all the work
Our team conducts a free analysis, builds the credit study, coordinates with the client's CPA, and delivers a fully defensible claim.
You earn when they win
When your client successfully secures their R&D tax credit, you receive your commission. No credits secured, no awkward conversations.
Industries We Serve
If you build, integrate, or innovate, you likely qualify.
The R&D tax credit is broader than most people think. These are where we see the most qualifying activity.
Audio & Visual / System Integrators
Security & Access Control
Water & Wastewater
Marine & Boat Manufacturing
Automation & Robotics
SaaS & Software
Featured Work
Real credits. Real companies.
Innovators across the country have recovered credits they didn't know they had earned.
Supply chain software company. Credits identified across multiple qualifying research activities.
Read the case study (PDF) →
3-year lookback. 15 employees surveyed. $3,720 per qualifying employee per year.
Read the case study (PDF) →
Premium center-console boat manufacturer. Credits recovered for custom hull and electronics R&D.
Read the case study (PDF) →Common Questions
What partners typically ask.
Have a question we have not covered? Reach out to our team and we will walk you through it.
Not at all. You simply make the introduction. Our CPA-credentialed team handles every aspect of the analysis, documentation, and filing process. No tax knowledge required on your end.
You earn a commission when a client you referred successfully uses our service and secures their R&D tax credits. We will keep you in the loop throughout the process.
Very little. Once you make the introduction, our team takes it from there. We handle the outreach, analysis, study, and filing. You are welcome to stay informed, but it is not required.
None. We offer a free, no-commitment analysis to every referred client. There is no risk for them to find out, and the potential upside can be significant.
With the same level of professionalism and care you would expect to reflect on your own business. Our team is CPA-credentialed and treats every client relationship as a long-term partnership.
Yes. Depending on the situation, credits may be used to offset payroll taxes or carried forward to future tax years. Profitability is not a requirement for eligibility.
Ready to find out
Find out what your R&D work is worth.
Takes 15 minutes. No cost to find out. No obligation.