Accepting clientsJulian Sullivan
CPAR&D tax-credit specialist — software, biotech
About
Most companies leave R&D credits on the table or claim them sloppily. I run defensible studies — qualified activities, documentation, federal + state.
Experience
Founder CPA
Sullivan Financial
2016–Present
Senior Manager
a regional CPA firm
2009–2016
Education
UC Berkeley (Haas)
B.S. Business Administration
Licenses & certifications
Packages & fees
R&D tax-credit study
Qualified activities, documentation, federal + state.
from $3000
Or work hourly at $276/hr. First 30-min consult is free.
How I work
- Practice
- Solo practitioner
- Software
- QuickBooks Online, CCH Axcess
- Client size
- Solo–$1M revenue
- Industries
- Manufacturing, Biotech
- Languages
- English
- Availability
- this week
Reviews
70 verified reviews
Knew my industry cold and fixed in days what my last accountant ignored for a year.
Julian replied: Thanks Sofia — glad we got it sorted. Here whenever you need me.
Actually reviewed my books before our first call — that never happens.
First 30-min consult is free.
Request an introBook a consultSpecialties