Your Innovation Could Be Worth Thousands in Tax Credits

Claim up to 14% of qualified R&D expenses or up to $500,000 in payroll tax credits for your business innovation.

Why R&D Credits Matter

Significant Returns

R&D tax credits return 6%–14% of qualified expenses—both federally and in over 30 states, creating substantial tax savings for innovative businesses.

Startup Benefits

Early-stage companies can offset up to $500,000 in payroll taxes, preserving vital cash flow when you need it most for growth and development.

Unclaimed Opportunity

The majority of eligible businesses never claim what they’re rightfully owed, leaving significant money on the table due to lack of awareness.

What Is the R&D Tax Credit?

The Research & Development Tax Credit (IRS Section 41) was designed to reward businesses that invest in innovation and process improvement within the United States. This powerful tax incentive isn’t just for scientists in lab coats—it applies to businesses across virtually all industries.

The credit allows eligible businesses to claim between 6 and 14% of qualified research expenses against their tax liability. Even more valuable, the program permits a lookback period of three years, meaning you can reclaim credits via amended returns for innovation work you’ve already completed.

The credit was made permanent in 2015, demonstrating the government’s long-term commitment to incentivizing business innovation and keeping technical jobs in America.

4 IRS Tests for R&D Credit

The IRS uses four specific criteria to determine if your activities qualify for the R&D tax credit. Understanding these tests can help you identify eligible projects in your business:

Permitted Purpose

Activities must aim to improve product or process functionality, performance, reliability, or quality. This includes creating new products or making existing ones better.

Technological in Nature

The process must rely on principles of physical science, biological science, engineering, or computer science—not just aesthetic or organizational changes.

Elimination of Uncertainty

You must face and attempt to overcome technical uncertainty about whether you can develop the product/process or how to design or implement it.

Process of Experimentation

Your approach must include systematic evaluation of alternatives through modeling, simulation, trial and error, or other methods of testing and refinement.

What Expenses Qualify?

Employee Wages

Salaries and wages paid to employees who directly perform, supervise, or support qualified research activities. This includes engineers, developers, designers, and technical staff involved in R&D projects.

Supply Costs

Materials consumed or used during the experimentation or prototyping process. These must be tangible property used directly in research activities, not general office supplies.

Contracted Research

Up to 65% of payments to outside contractors or consultants performing qualified research on your behalf. The research must be performed within the US, and you must retain substantial rights to the results.

Cloud Computing

Expenses for cloud services related to software development, data testing, or other technical research activities that support your R&D efforts.

Our 3-Step Process

We’ve streamlined the R&D tax credit process to make it efficient and stress-free for business owners, maximizing your benefit while minimizing your time investment

Discovery & Qualification

Our process begins with a short interview to assess your eligibility. Our technical specialists and tax experts collaborate to identify qualifying activities in your business operations that you might have overlooked.

We’ll evaluate your potential credit value and provide a clear estimate of your expected return before you commit.

Documentation & Filing

Once qualified, our team handles all aspects of documentation, including preparing technical narratives that substantiate your R&D activities and expenses for IRS Form 6765.

We build comprehensive audit protection into every claim, ensuring your credits stand up to scrutiny with detailed technical and financial support.

Credit Delivery & Amendments

We coordinate directly with your CPA to ensure credits are properly applied to your tax returns or file directly if preferred. For businesses discovering R&D credits for the first time, we can prepare amended returns for prior years to capture additional benefits.

Why Act Now

$0
Avg. First-Year Credit

Typical first-year R&D credit for mid-sized companies with ongoing innovation activities.

0 years
Lookback Period

Number of prior tax years you can claim through amended returns, beyond the current year.

0+
State Programs

Number of states offering additional R&D tax incentives on top of federal benefits.