About

Intrepid Advisors

Company Overview

Intrepid Advisors is a specialized business consulting firm offering expertise and advisory services regarding the federal and state research and development tax credits to manufacturing and technology companies.

Over the past 25 years, Intrepid Advisors has been highly successful in obtaining the maximum allowable R&D Tax Credits for our clients who are located in both the United States and Canada. Our outstanding success rate, which speaks for itself, stems from our extensive knowledge and experience relating to the tax regulations associated with the R&D tax credits, and our expert staff comprised of senior engineers, scientists, tax accountants and other technical advisors who have worked in a variety of industries.

Office building

A Message from Our President

Steve Powers

President

I’m introduced to the owners and managers of manufacturing and technology-based companies virtually every day, and I find it especially interesting that such a large number of business leaders are unaware or unfamiliar with the research tax credit and the benefits it can provide their companies.
~Steve Powers

Steve Powers joined Intrepid Advisors in 2001, following 14-years as the Vice President of Engineering at O.S. Walker Co. of Worcester, MA. Steve served as the Managing Director of Intrepid Advisors while the company operated as CCR Cost Recovery Services, a subsidiary of Carlin Charron & Rosen LP, and he later became President of the firm after acquiring the business in early 2009. In addition to his managerial and business development skills, Steve has more than 20 years of manufacturing and product development experience as well as significant knowledge relating to mechanical engineering, electrical engineering and software development.

Steve holds a BS in Mechanical Engineering from the University of Massachusetts at Amherst and an MBA from Anna Maria College. Steve is also a member of the Tau Beta Pi Engineering Society, the Society of Manufacturing Engineering and the the Society of Plastics Engineers.

Unlike other R&D Tax Credit Practitioners…

  • Intrepid Advisors is a team of technological specialists comprised of highly educated and qualified engineers, scientists, and accountants with broad industrial experience.
  • We have expert knowledge of the IRS regulations relating to the research tax credit, IRC Section 41, as well as the regulations pertaining to the research credits offered by most states.
  • We have extensive experience in recognizing qualified research activities and expenditures.
  • Our time-proven methodology has been proven to deliver maximum benefit to our clients.
  • We have conducted thousands of research tax credit studies and documented thousands of qualified research projects.
  • We have extensive IRS and state audit experience, and provide our clients audit support at no cost.
  • We have maintained an exceptional success rate, never having had a claim denied.
  • We work directly with our clients and their accounting firm.
  • Our process saves valuable time and resources within the engineering and finance departments.
  • Our “fixed fee” rates are very competitive, and based on an estimate of time and resources necessary for each specific project.
  • Our fees are NOT based on a percentage of the tax credit.
  • Our clients always realize a generous return on investment.
  • In addition to R&D tax credit studies for U.S. firms, we can provide SR&ED tax credit studies for Canadian companies.
  • We do not require clients to sign long-term contracts.
  • Our performance, success rate and quality of service result in high client loyalty.