Let’s Find Your
Clients’
R&D Credits

Schedule a free 30-minute consultation. No commitment, no pressure — 

just a candid conversation about where R&D credit opportunity exists in your client roster.

Tell Us About Your Firm

Fill out the form and Mike’s team will reach out within one business day to schedule your call.

Contact Information
What to Expect on the Call

Common Questions
About Partnering With Us

Everything CPA firms typically want to know before scheduling a call.

Yes, completely. We conduct a free feasibility review before any commitment is required. If the numbers don’t work for your client, we’ll tell you that upfront — no fee, no obligation.

We sign an NDA before any engagement begins. All work is delivered under your firm’s brand. Your client never knows Navatus is involved unless you choose to introduce us.

We work across manufacturing, software and technology, life sciences, engineering, agriculture, food science, and construction. If a business is developing or improving a product or process, there’s likely a credit conversation worth having.

A typical engagement runs 6–12 weeks from intro call to filed credit. We’ll give you a clear timeline at the outset so you can plan around your client’s filing schedule.

Audit defense support is included in every engagement at no additional cost. We maintain a 98% audit success rate because we build every study to survive scrutiny from day one.