Research & Development Tax Credit
Turn Your Innovation into Dollar-for-Dollar Tax Savings
22+ Years
Industry Experience
55,000+
Studies Completed
$10B+
Client Tax Savings
How Does the R&D Tax Credit Claim Process Work?
1
Free Preliminary Qualification Review
We evaluate your business activities, technical development processes, and expenditures to determine qualification potential and estimate available tax credits through a no-cost initial assessment.
2
Technical Activity Review
Our team interviews key personnel and analyzes project documentation to identify qualifying research activities. We calculate eligible wages, supply costs, and contractor expenses that support your R&D efforts.
3
File & Receive Tax Savings
We provide a comprehensive report documenting all qualifying activities and expenditures, with detailed calculations and supporting documentation ready for IRS submission. This enables you to claim your credit with confidence.
What is the Research & Development (R&D) Tax Credit?
The Research and Development (R&D) Tax Credit rewards businesses that develop new products, processes, or technologies. Our technical analysis identifies qualifying research activities across your organization, potentially providing hundreds of thousands in dollar-for-dollar tax reductions that can be claimed retroactively and carried forward for up to 20 years.
Cash Flow Boost
Unlike deductions that only reduce taxable income, R&D credits directly reduce your tax bill dollar-for-dollar, potentially freeing up significant cash flow for reinvestment.
Competitive Edge Funding
Lower tax burdens lead to higher net profits, allowing businesses to allocate funds for growth and expansion.
Risk Mitigation
Recover a significant portion of your research investment costs regardless of whether your innovation efforts succeed commercially.
Who Qualifies for Research & Development (R&D) Credits?
You may qualify for R&D tax credits if your company invests time, resources, and money into developing new or improved products, processes, software, techniques, or formulas. The key is not the success of your efforts, but the systematic approach to innovation and overcoming technical challenges.
Companies that qualify typically have employees who:
Technical Problem Solvers
Engineers, scientists, software developers, and technical specialists who design, test, and develop solutions to overcome technological uncertainties.
Process Innovators
Ops managers and production specialists who implement technological improvements to processes, production methods, or quality control systems.
Product Developers
R&D teams, product managers, and technical staff involved in creating prototypes, testing new formulations, or developing new or improved products.
Technical Leadership
CTOs, technical directors, and managers who supervise R&D activities, evaluate technical uncertainties, and guide innovation initiatives.
Industries That Benefit from Research & Development (R&D) Tax Credits
The R&D Tax Credit extends far beyond traditional research labs. While many businesses assume they don't qualify, the IRS definition encompasses a wide range of technical activities across numerous industries.
Architecture
Engineering
Manufacturing
Software Development
Food/Breweries/Wineries
BioSciences
Pharmaceuticals & Medical
Tool/Die & Machining
