Origin Financial

Jeff Coombs Controller

Case Study: Startup

Substantial credit.

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


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