Tax incentives, accounting, and strategic financeSpeak with Cheng →

Independent tax & financial advisory

Focused advice.
Measurable value.

Lean & efficientRelationship-drivenResults-focused

What we offer.

01

R&D tax credits

Accurate, compliant federal and state credit studies designed to help innovative companies claim the maximum supportable benefit.

02

Bookkeeping & fractional CFO

Reliable financial reporting and strategic guidance without the cost or commitment of hiring a full-time finance team.

03

Tax planning & consulting

Forward-looking advice to reduce tax liability, improve cash flow, and help owners make decisions with greater confidence.

Who may qualify.

Potential qualifying activities

✓

Designing or improving a product, process, formula, or software platform

✓

Building prototypes, models, pilots, or proof-of-concept systems

✓

Testing alternative materials, configurations, methods, or architectures

✓

Improving performance, reliability, scalability, or manufacturability

✓

Resolving technical uncertainty through engineering or computer science

✓

Capturing test results, design iterations, and experimental findings

Software & SaaSManufacturingEngineeringConstructionLife sciencesFood & beverage

Q&A

Who does NuTech serve?+

Small and mid-sized companies that build things: manufacturers, software and technology, engineering and construction firms, food and beverage producers, and life sciences. The common thread is technical work happening in-house and an owner who wants senior-level attention rather than being handed to a junior associate.

Can a company qualify for an R&D credit without an R&D department?+

Yes — a company can qualify for the R&D tax credit even if it doesn't have a dedicated R&D department. The credit is based on the nature of activities and expenses, not on organizational labels or whether a separate R&D team exists.

When does fractional CFO support make sense?+

It can help when a growing company needs stronger forecasts, cash-flow visibility, performance reporting, or decision support but is not ready to hire a full-time finance leader.

Can NuTech work with our current CPA firm?+

Yes, R&D credit studies are a specialty most traditional CPA firms don't staff internally. NuTech does the study, delivers the documentation and calculations your CPA needs, and your existing firm keeps filing the return. Your primary relationship doesn't change.

What does proactive tax planning include?+

The scope depends on the owner and business, but the goal is to look ahead, identify choices before deadlines, reduce avoidable tax liability, and improve cash-flow planning.

What is NuTech’s approach?+

Lean, efficient, relationship-driven, and focused on delivering value that business owners can actually feel. The practice grows through results and referrals rather than paid marketing.