Clarus R+D

Clarus R+D provides a technology-driven solution focused on simplifying the process for businesses to claim research and development (R&D) tax credits. The firm was founded in 2016 by Jeff Haskett, a 'tech geek' with a background in management consulting and software development, and Brent Johnson, a 'tax geek' and CPA with extensive experience in corporate tax reduction strategies. Their collaboration was spurred by the 2015 PATH Act, which expanded R&D tax credit eligibility to smaller companies, identifying a market need for a more accessible solution.

The company's primary offering is a cloud-based software platform that guides businesses through the complexities of identifying, documenting, and claiming federal and state R&D tax credits. This platform automates much of the qualification and application process, including data gathering and credit calculations, to maximize benefits and ensure compliance. Key features include automated dual calculation using both regular and simplified methods to optimize the final credit amount, a central repository for documentation, and integrations with accounting software. The service is designed to serve a broad range of clients, from startups and growth-stage businesses to large enterprise companies and CPA firms looking to manage their own R&D tax practices.

The business operates as a fintech solutions company, generating revenue through its software and expert services. It offers various partnership models for CPA firms, including referral, outsource, and direct software licensing arrangements. A significant milestone occurred in September 2022 when Clarus R+D was acquired by TriNet, a provider of HR solutions for small and medium-sized businesses, to enhance TriNet's service offerings. Following the acquisition, Chris Winslow, who was appointed CEO in June 2022, continued to lead the unit within TriNet. Subsequently, in March 2025, TriNet divested Clarus R+D to Arvo Tech, a company specializing in tax strategy solutions for small businesses, to allow the business to thrive within a more focused tax-centric organization.

Keywords: R&D tax credit, tax software, fintech, compliance, tax incentive, SMB tax solutions, tax automation, financial technology, CPA partners, research and development credit, tax credit management, IRS compliance, payroll tax credit, enterprise tax software, startup funding, non-dilutive funding, tax preparation, cloud software, Arvo Tech, TriNet