At Sagemont Advisors, we specialize in helping companies maximize their R&D Tax Credit claims. By partnering with us, you can offer your clients a valuable service that strengthens your relationships, drives better outcomes, and creates new revenue opportunities for your firm.
We work closely with professionals and organizations who want to deliver more value to their clients, including:
Earn referral revenue when you introduce clients to Sagemont Advisors.
Help clients unlock tax savings they may be missing.
R&D credits are complex—our team ensures accuracy, compliance, & maximum benefit.
We handle the technical work while you remain your client’s trusted advisor.
Introduce us when you identify a company eligible for R&D credits.
Our team manages the onboarding, analysis, documentation, and filing.
Your client reduces taxes, you strengthen trust, and you share in the fees.
Partnering with Sagemont Advisors means providing clients with access to specialized R&D tax expertise— without adding complexity to your firm.
