Subject: R&D Tax Credit Introduction <> [Company Name]

Hi [First Name],

We are working hard to find ways to help our clients find additional capital by accessing the right alternative financing solution at the right time. To kick off this effort, we recently partnered with Neo.Tax. They created a solution that helps software, hardware, biotech, and small businesses unlock government credits, which is effectively free money. In under 30 minutes, businesses can get back 10% on their payroll — possibly over $10M.

As a [Partner] customer, you can save up to 25% off the cost of filing your R&D tax credit with Neo.Tax — you only pay 15% of the tax credit received.

I’ve copied Taylor on this email who can assist you in obtaining your R&D credit. Feel free to schedule some time here.

Best,

[Your Name]

Option 2:

Hi [First Name],

[Company] appears to qualify for the US Federal R&D tax credit. The credit is available for companies that have conducted some economic activity in the United States. On average, clients are getting back $50,000.

We’ve partnered with NeoTax to assist you in obtaining this tax credit. NeoTax has already helped companies claim millions. Examples include Stedi ($147k), Pipe ($115k), Ramp ($62k), and countless others. I’d like to introduce you to the NeoTax team. As a token of appreciation to our customers, we offer a 25% discount on Neo.Tax's processing fees.

I’ve copied Taylor on this email who can assist you in obtaining your R&D credit. Feel free to schedule some time here. Best,

[Your Name]

Option 3:

Hi [First Name],

After doing some initial research, it appears that you qualify for the US Research & Development tax credit. I was introduced to the team at NeoTax, which has built a solution that helps companies similar to your size claim the tax credit. In under 30 minutes, you could be able to obtain 10% back on your payroll. Additionally, as a [Partner] customer, you save up to 25% off the cost of filing your R&D tax credit with Neo.Tax — you only pay 15% of the tax credit received.

Is it okay if I introduce you to Taylor, who is one of their R&D tax credit specialists? Also, feel free to schedule some time with him directly here.

Please reach out if you have any questions.

Best,