Ryan and Planitax Partner to Offer an Enhanced R&D Tax Credit Solution

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. Headquartered in Plano, Texas, the Firm combines deep tax expertise with practitioner-built technology and comprehensive consulting, compliance, and advocacy capabilities. Supported by the acclaimed myRyan work environment, more than 7,600 team members are empowered to deliver exceptional results for more than 87,000 clients in over 80 countries, including many of the world’s most prominent Global 5000 companies. Driven by a commitment to client advocacy, Ryan helps businesses pay only what they owe, freeing capital to invest, grow, and thrive. More information about Ryan can be found at ryan.com.

MEDIA CONTACT

Melodie Elliott
Director, Content and Communications Marketing
Ryan
972.934.0022
melodie.elliott@ryan.com