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  • R&D Tax Credit Calculator
  • Innovator Spotlight

    Jeff Coombs Origin Financial

    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