Sunbase, led by Chief Technology Officer (CTO) Andrew Egan, is a thriving software enterprise resource planning (ERP) solution provider. The company specializes in a comprehensive platform that manages everything from prospecting to payroll for solar sales and installation companies. With a dedicated team of around 100 employees, mostly engineers, Sunbase is designed to help companies streamline their operations by replacing multiple software systems with one all-inclusive solution.
ADP really made it easy for us. They do all the heavy lifting. It goes to show you that the right partner can really make all the difference with something that can be rather cryptic like tax credits.
Andrew Egan,
CTO
SunbaseData LLC
Challenges
- Understanding and utilizing available research and development (R&D) tax credits was a challenge, risking missed financial benefits for the company.
How ADP helped
- ADP SmartCompliance® for Tax Credits helped SunbaseData LLC streamline and automate its process for claiming research and development (R&D) tax credits.
ADP Solutions
- ADP SmartCompliance
Getting started
Navigating the complexities of tax credits can be challenging. As Andrew explains, “I was always aware of R&D tax credits, but if you’re not thoroughly reading the complex IRS papers about them, you just don’t know the details and often don’t know where to even begin.” This lack of clarity could have caused Sunbase to miss out on significant financial benefits, particularly as the company constantly seeks to innovate and expand its offerings.
The turning point came when Andrew’s CPA stepped in. “My CPA made me aware of ADP’s R&D tax credit capabilities. He got me in contact with ADP, and that’s when the R&D tax credits came into focus for us,” says Andrew. After a painless fact-finding call, Andrew was ready to take the next step. “ADP really made it easy for us. They do all the heavy lifting. It goes to show you that the right partner can really make all the difference with something that can be rather cryptic like tax credits.” This partnership opened doors to invaluable insights and expertise, allowing Sunbase to better understand how to leverage these credits for growth.
Why ADP?
Choosing ADP was a strategic decision that transformed how Sunbase approached its R&D tax credits. With ADP’s experienced team guiding them through the intricate landscape of tax credit incentives, Andrew felt a newfound confidence in navigating this complex terrain. “It’s the biggest no-brainer ever. It’s essentially free money,” Andrew says, highlighting just how significant the benefits can be for a growing business. With ADP’s support, Sunbase tapped into substantial tax savings that directly contribute to its bottom line. The collaboration helped make sure that they don’t just benefit from the R&D tax credits but also build a strong foundation for future growth and innovation, making ADP an invaluable partner in their journey.
