Case Study: Startup
Origin Financial
Jeff Coombs | Controller
Tell us about your company and your role.
My name is Jeff Coombs. I am the Controller at Origin Financial. Origin is a holistic financial benefits platform that makes it easy and affordable for companies to offer employees a suite of financial tools (e.g. student loan repayment, 401k optimization, savings, and debt management) to keep them on the road to financial success. Origin creates a personalized financial plan through an easy-to-use app that eliminates financial stress while improving employee engagement and retention. Origin is the first holistic financial platform that offers a cost-effective resource for employers while maximizing the financial benefit for employees.
Why did you choose Clarus R+D?
Our CEO asked me to use Clarus.
Clarus R+D was outstanding every step of the way.
How have you used your R&D tax credit?
The credit almost covered the cost of my salary for an entire year!
What was your experience with the Clarus R+D team?
Outstanding every step of the way. We had interactions with both tax experts and the software.
What advice would you give others looking to benefit from the R&D tax credit?
Listen to Clarus R+D's advice. Much of our development team is international and was unavailable for inclusion in the credit. But Clarus was still able to guide us to a substantial credit.
Year Founded: 2019
Headquarters: San Francisco, CA
Focus: Financial services