Claim the Tax Credits Your Business Has Already Earned

Unlock thousands in federal and state tax savings for the innovation you’re already doing. We make the process simple, fast, and stress-free.

Are You Leaving Money on the Table?

You’re constantly solving problems, improving systems, or creating something better — but chances are, you’re leaving valuable tax credits on the table.

The Research & Development Tax Credit (26 U.S. Code §41) is a federal incentive that provides dollar-for-dollar savings to businesses investing in innovation. If your company is designing, developing, or improving products, processes, software, or formulas, you may be eligible for significant tax relief, often resulting in the cash you need to hire, grow, or reinvest in your business. Originally enacted in 1981 to stimulate U.S.-based innovation, this benefit has expanded nationwide, with many states offering their own version of the credit as well.

We work with companies of all sizes from startups to manufacturers to identify qualifying activities, calculate the available credit, and manage the filing process from start to finish. Whether you’re building software, refining operations, or bringing new ideas to market, we’ll help you turn that innovation into real, measurable savings.

R and D tax credit clients

Who Qualifies for the R & D Tax Credit?

If your business does any of the following, you might qualify:

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Develops or improves products, processes, or software

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Designs prototypes or custom solutions

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Tests new formulas or techniques

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Builds automation or technical systems

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Operates in fields like software, architecture, engineering, manufacturing, or biotech

Not sure if that includes you? Schedule a consultation today to find out if you qualify.

What Are the Benefits?

  • Cash Savings: Reduce your federal and (in many states) state tax liability, or get a refund if you’re a startup.
  • Payroll Tax Offsets: Newer companies with little or no income tax can apply the credit to payroll taxes.
  • Yearly Eligibility: You can claim it every year — and retroactively for the past three years (in many cases).
  • Increased Cap: The latest legislation doubled the payroll tax offset limit to $500,000 annually, effective this year.

How Does It Work?

  1. Permitted Purpose: Aimed at improving a product, process, formula, software, or invention.
  2. Technological in Nature: Based on hard sciences (engineering, computer science, biology, etc.).
  3. Elimination of Uncertainty: You’re working to resolve technical uncertainty.
  4. Process of Experimentation: You’re testing, modeling, simulating, or trying multiple approaches.

How It Works

01

Free Discovery Call

We assess your eligibility and estimate your potential credit.

02

Document Review

We gather technical and financial records to support your claim.

03

Credit Calculation

Our experts quantify qualifying activities and expenses.

04

Filing & Support

We prepare the necessary forms and support you during any IRS review.

Now is the Time to Act

Legislation Has Changed. The Benefits Are Bigger.

The updated legislation makes this credit more generous and accessible than ever before. With higher offsets, broader definitions, and more flexibility for startups and SMBs, there’s never been a better time to claim what you’ve earned through innovation.