UpLevel Consulting Main Page

Does Your Practice File for the R&D Tax Credit?

The IRS offers valuable tax credits for businesses engaged in qualifying research activities including certain advancements in Regenerative Medicine. If your practice meets the requirements, you may be able to claim significant tax savings.

You can still amend returns and claim for past years, but the window is closing.

01

Receive a Tax Credit up to 25% of your Qualified R&D Spend

Some clinics have seen The IRS give them a tax credits that are game changing. See if you qualify, each state is different and depends on your amount of qualified spend. Schedule a call to discover if your spend qualifies for the tax credit.

02

No Risk - No Money Up Front - Collaboration with Your CPA

Partner with the Origins Group to unlock your R&D Tax Credits with no upfront fees. Their success is tied to yours. Origins only gets paid when you receive your credit and they will work directly with your CPA through the entire process.

03

Clawback Protection -
Comprehensive Audit Support

The Origins Group stands behind their work with dedicated audit support. If your tax credit is adjusted or denied due to their work they will return fees in proportion to the adjustments ensuring fairness and integrity
Who Is the Origins Group?

Specialized Tax & Business Consulting for Functional Medicine Doctors

A boutique accounting & consulting firm specializing in working with Functional Medicine doctors and helping them to maximize tax credits and also support them in their financial planning needs.
They are a full service accounting firm, with offices in Miami and San Juan. They offer a broad range of Accounting, Tax and Business Conusulting to help clients world wide.

85+

Functional Medicine Clients

500+

Worldwide Clients

99%

Happy Customers

18+

Years Experience
Doctor at hospital
Tax concept.Calculator with taxes text with money on 1040 tax form.The new year tax concept.
Why Us

Why Am I Promoting this?


*Very clear disclaimer and disclosure....I am using this site to pass on information about the Origins Group and their services. I am not a part of the Origins Group. I found them, love them, figured it would help a lot of my friends, and my clients have raved about their services.
I do receive a small referral fee for any client that I send over to them 😃.

Don't Leave Money
on the Table

Why not go back and see if you qualify for the credits? I have had friends and colleagues receive significant tax credits that have been life changing and help them.

More Resources For
Marketing

I am selfish here, but if you can save up to 25% on your overhead, that frees up a lot of capital for marketing...which I would be excited to help you with.

Part of the Permanent Tax Code

Go back to 2021 and refile, you still have time. This has been a part of the tax code for over 40+ years. File every year going forward!

Speculative & Experimental

What types of Services May qualify for the R&D Tax Credit?*

Regenerative Medicine

Biologics like PRP, other types of procedures

IV Therapy

Most IV Therapy like ozone, some vitamins, peptides, may qualify for the tax credit

Wound Care

Treatment of wounds with biologic patches may qualify

Ozone & Electric Stimulation

Devices like Shockwave & others may qualify

Doctor working in hospital use calculator, Healthcare and medical concept.
Tax Planning

How much Money are You leaving on the table?

The Origins Group can work directly with your CPA to maximize your tax credits and make sure you are getting all of the tax benefits you qualify for. You deserve this!

Charles Hawkins

CPA, MACC
Charles Hawkins is a Certified Public Accountant (CPA) with over two decades of experience in delivering exceptional financial reporting and strategic tax advisory services.

Joshua V Azran

CPA, ABV, CFF, CMA, CGMA, CFE
Joshua Azran is a nationally recognized CPA and financial strategist specializing in advanced tax planning, business structuring, and financial optimization.
R&D Tax Credit

Watch The Webinar

Charles Hawkins and Josh Azran dive deep into the R&D Tax Credit. They go over all of the information you will want to know.
clients

Origins Group Has Been featured on...

testimonials

My Clients Love them!

I have sent over75+ clients to The Origins Group and they ALL have reported back that they have had great experiences. The team is super bright, available, and is willing to dive deep into your business to uncover all of your possible tax savings opportunities.
5/5

I really Love their service!

One of my clients is set to receive over $400,000 back!

Jeff Igoe

UpLevel Consulting
Happy doctor at a hospital
Three happy doctors talk and teamwork in a hospital
Portrait of happy female doctor with stethoscope in office

Don't Leave Your Money on the Table

Claim Your R&D Tax Credit

5/5
5/5
5/5
locations

Origins Group

Origins Group is a next-generation accounting, advisory, and consulting practice that clients need to reach their peak success.

San Juan

954 Ave Ponce de Leon, Suite 205-10121, San Juan, Puerto Rico 00907

aerial photography OFF 50%

Etanon est nisl mi vitae faucibus nulla amet malesuada bibendum massa vivamus