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 Originally enacted in 1981 to stimulate U.S.-based innovation, this benefit has expanded nationwide, with many states offering their own version of the credit as well.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.
Who Qualifies for the R & D Tax Credit?
If your business does any of the following, you might qualify:
Develops or improves products, processes, or software
Designs prototypes or custom solutions
Tests new formulas or techniques
Builds automation or technical systems
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?
- Permitted Purpose: Aimed at improving a product, process, formula, software, or invention.
- Technological in Nature: Based on hard sciences (engineering, computer science, biology, etc.).
- Elimination of Uncertainty: You’re working to resolve technical uncertainty.
- 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.
Meet the Team
Tyler Hudson
R&D Team Lead
Tyler Hudson leads the enhanced R&D Tax Credit services at Lifetime Navigators, helping businesses across the country unlock valuable federal and state tax incentives for innovation and problem-solving. With years of hands-on experience and more than 500 successful client recoveries, Tyler knows how to turn your technical work into major tax savings — all while ensuring bulletproof documentation and compliance.
What Tyler Does for You:
- Identifies qualified research activities (QRAs) you might not know qualify
- Calculates your eligible credit under new IRS rules
- Prepares full documentation, reports, and audit-ready forms
- Coordinates with your CPA or filing team
- Helps secure retroactive refunds going back to 2022 if you qualify under the new law
Why Work With Tyler?
- Industry expert under the new One Big Beautiful Bill Act (OBBA)
- Proven record recovering millions in R&D credits for small and mid-size businesses
- Specializes in internal software development, process improvement, engineering projects, and automation initiatives
- High-touch service with clarity, professionalism, and speed
The Result:
You gain clarity on what qualifies, confidence that you’re compliant, and cash back through current and retroactive credits.
Start with a Free Assessment. A 30-minute discovery call with Tyler could lead to tens or hundreds of thousands in recovered tax dollars. There’s no cost to explore — only upside.
Jeff Mohlman
Lead Product Matter Specialist
Jeffrey Mohlman is a Certified Tax Specialist, business strategist, consultant, and content creator known for helping professionals and business owners uncover overlooked opportunities that drive sustainable growth.
With a practical, relationship-first approach, Jeffrey specializes in simplifying complex business challenges into clear, actionable strategies that increase cash flow, strengthen retention, and elevate long-term value. Grounded in real-world experience and driven by purpose, he is passionate about empowering others to build businesses, and lives, that are both profitable and meaningful.
Mike Hallock
Tax Attorney
Mike, an attorney admitted to practice law in Ohio in 2009, brings a wealth of experience to Solutions Made Simple (“SMS”), gained from both private and public industry. He is engaged with SMS to assist its
consultants in advising business owners on the proper utilization of tax credits in the Research & Development space.
Mike routinely engages in difficult conversations with CPAs, other attorneys, and interested stakeholders to establish a working relationship and ensures businesses receive the credits to which they are entitled. He has significant engagements in the areas of tax compliance and controversy.
In his private practice, Mike focuses on tax mitigation and corporate compliance. He takes pride in leveraging his breadth and depth of knowledge to benefit his clients by helping them recognize
flexibilities in the Tax Code, and by providing a compliant path to achieve their goals.
Publicly, he was responsible for the management and execution of the $32B acquisition portfolio, while providing compliance and regulatory guidance to customers.
Reagan Allen
Product Matter Specialist, Attorney
From global law firms to serving his hometown community, Attorney Regan Allen brings a broad and diverse skillset to the individuals and business owners he serves. Based in Columbus, Ohio, Reagan is an
attorney and financial advisor. He serves as a Product Matter Specialist with SMS, helping to identify qualified research activities (QRAs) during discovery calls with clients. Reagan guides clients through every aspect of Research and Development, from questions to process to realized benefits.
Reagan believes that the biggest obstacles to long-term financial security are debt and taxes. For that reason, he specializes in comprehensive, forward-looking tax planning – not just year-to-year preparation, but lifetime strategies that help clients and business owners create durable efficiencies.
Ben Randall
Chief Technical Officer
Ben is an accomplished operations professional and entrepreneur with over a decade of experience in business ownership, operations management, and technology services. Over the past five years, he has focused on building AI-driven systems and automation that help businesses operate more efficiently and scale with confidence. Ben holds a key technical and operational leadership role with Solutions Made Simple, a role that continues to expand in 2026 as the company advances its automation, CRM, and process-driven business solutions.
Ben specializes in building and scaling operational infrastructure, streamlining workflows, and implementing data-driven systems across multiple industries. He has also supported businesses navigating complex incentive and compliance programs, including assisting clients with the filing and completion of Research and Development Tax Credits.
Ben holds an Associate’s degree in Small Business Administration and a certification in Entrepreneurship from Sinclair Community College, and is passionate about empowering organizations through smart systems, compliant processes, and practical innovation.
Julie Cottington
Payroll Administrator, Attorney
Julie has a broad background in accounting, systems, and bookkeeping across corporate and community organizations. As a former division controller at a global manufacturing company, she developed strong
financial management skills. She also manages family businesses, including a specialty hardware distribution firm co-owned with her husband.
Her expertise includes decades of bookkeeping and accounting services, providing individual and small business tax law expertise for Intuit’s TurboTax Community and contributing to successful financial systems implementations. Julie enjoys assisting small and mid-sized businesses through accounting and financial reporting complexities. Previously, she supported clients in complex tax incentive programs, Employee Retention Credit processing and helped ensure regulatory compliance.
Julie holds a bachelor’s in accounting, an MBA, and a Juris Doctor (JD), providing a well-rounded perspective in finance, business, and law, along with a beneficial blend of skills and passion.
Lisa Williams
Business Operations Administrator
Cameron Bronner
Business Operations Administrator