Press Room

Ryan and Planitax Partner to Offer an Enhanced R&D Tax Credit Solution that Combines Proven Tax Advisory Services with Leading-Edge R&D Tax Credit Technology

Press Release Jun 03, 2008

Dallas, Texas - Ryan, the leading tax services firm in North America, with the largest transaction tax practice in the United States and Canada, and Planitax, a leading provider of tax information management solutions, today announced a strategic partnership that offers an innovative solution for managing the research and development (R&D) tax credit. Leveraging Ryan’s tax advisory expertise in conjunction with Planitax’s R&D tax credit software solution, clients will realize streamlined processes for survey distribution, data collection, response tracking, credit calculations, and an enhanced ability to obtain substantiating documentation for an effective R&D tax credit claim. This alliance provides a complete solution that will help clients reduce compliance-related cost and inefficiency, develop stronger and more sustainable tax positions, and improve internal controls.

“Ryan has built its reputation as a trusted tax advisor to the nation’s top corporations. We are proud to have this opportunity to assist Ryan in providing a complete R&D tax credit solution to their customers,” said Dan Filby, Chief Operating Officer for Planitax. “The synergy between Ryan and Planitax will allow both companies to broaden their service offerings and ultimately benefit our customers.”

“Many corporations struggle with the delicate balance of resources, sustainable tax positions, accuracy of documentation, and internal controls. Through this partnership, Ryan and Planitax will help alleviate many of those challenges by implementing the industry’s leading R&D tax credit solution,” said Cheryl Anderson, Ryan’s Federal Income Tax Practice Leader. “Our clients can be assured that they will have a comprehensive and sustainable R&D tax credit claim.”

About Ryan

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is an 11-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 4,800 professionals and associates serves over 30,000 clients in more than 80 countries, including many of the world’s most prominent Global 5000 companies. More information about Ryan can be found at


Melodie Elliott
Director, Content & Communications Marketing