// solutions / tax credits
WOTC, FBAR, BOI, R&D — tax credit platforms, built end-to-end
Custom tax platforms for credits and compliance filings. WOTC eligibility, FBAR and BOI reporting, and R&D tax credit substantiation — with client portals, OCR intake, and audit-ready document trails.
PriceFrom $40,000 · 8–12 weeks
Engineering for tax credits
Built for CPA firms, WOTC service providers, R&D credit consultancies, and BOI compliance services. We integrate with your existing tax stack or deliver a turnkey platform.
- WOTC eligibility workflow + e-signature intake
- FBAR (FinCEN 114) preparation & filing helpers
- BOI (Beneficial Ownership) reporting workflow
- R&D Tax Credit substantiation (Form 6765 support)
- Client portal with document upload + status
- Document OCR & structured data extraction
- Accountant workflow & review queues
- Audit-ready document trail
- Integration with tax software & e-file providers
// outcomes
What teams get
Faster intake
OCR + structured forms replace email chains.
Audit-ready
Every artifact, signature, and decision logged.
Higher capture rates
Workflow surfaces eligibility you'd otherwise miss.
// common use cases
Where we plug in
- → CPA firm modernization
- → WOTC service providers
- → R&D credit consultancies
- → BOI compliance services
- → FBAR preparation desks
- → Multi-entity tax operations
// wotc, fbar, boi, r&d — tax credit platforms, built end-to-end faq
Frequently asked questions
- What does NextGen build for wotc, fbar, boi, r&d — tax credit platforms, built end-to-end?
- Built for CPA firms, WOTC service providers, R&D credit consultancies, and BOI compliance services. We integrate with your existing tax stack or deliver a turnkey platform. Typical scope covers wotc eligibility workflow + e-signature intake, fbar (fincen 114) preparation & filing helpers, boi (beneficial ownership) reporting workflow, r&d tax credit substantiation (form 6765 support) — delivered by senior U.S.-based engineers who stay on the engagement through production and handover.
- Which wotc, fbar, boi, r&d — tax credit platforms, built end-to-end projects are the best fit?
- The strongest fits are cpa firm modernization, wotc service providers, r&d credit consultancies. If the work touches regulated data, legacy integrations, or a delivery deadline you can't miss, that's exactly where an embedded senior pod pays for itself.
- How quickly can a team start?
- Most engagements begin within 7-14 days of the scoping call. We pre-vet engineers by domain, so you get someone who has shipped comparable systems instead of a generalist learning on your budget.
- How is the engagement priced?
- Indicative pricing for this scope is From $40,000 · 8–12 weeks. Fixed-scope builds are quoted after a short discovery and architecture sprint; dedicated pods run on transparent monthly rates.
- Is delivery onshore?
- Yes. Delivery is 100% U.S.-based on Eastern-time hours, with senior leadership in the NYC metro available for on-site working sessions, architecture reviews, and stakeholder demos.
// related
Explore related work
// let's build something
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Tell us what you're building — engineering capacity, AI, QA, cloud, or a fixed-scope software engagement. Our NYC team responds within one business day.
// what to expect
- Response within 1 business day
- 30-minute discovery conversation
- Recommended engagement model & pricing
- NYC-focused — in-person available
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