Focus: Financial services
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 Arvo?
Our CEO asked me to use Arvo.
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 Arvo 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 Arvo's advice. Much of our development team is international and was unavailable for inclusion in the credit. But Arvo was still able to guide us to a substantial credit.
