R&D Tax Credits
Maximize your credits with studies supervised by former IRS R&D agents. Compliant, defensible, and thorough.
Credit Eligibility
Does Your Business Qualify?
The R&D tax credit (IRC Section 41) rewards businesses that invest in innovation and improvement. If your company develops new products, improves existing ones, or creates more efficient processes, you likely have qualifying activities — even if you don't think of them as “R&D.”
The IRS Four-Part Test
Permitted Purpose
New or improved function, performance, reliability, or quality
Technological Uncertainty
Uncertainty at outset about capability, method, or design
Process of Experimentation
Systematic evaluation of alternatives through modeling, testing, or simulation
Technological in Nature
Relies on hard sciences: engineering, computer science, biological/physical science
Industries That Qualify
R&D tax credits span far beyond traditional research labs.
Software Development
New features, algorithms, and architecture
Manufacturing
Process improvements and new product development
Engineering
Design, testing, and prototyping activities
Biotech & Pharma
Drug development and clinical research
Architecture
Innovative design and environmental solutions
Food Science
Formulation, testing, and process optimization
Agriculture
Crop science and precision agriculture tech
Aerospace
Advanced materials and systems engineering
Our Proven Process
A rigorous, step-by-step approach that maximizes your credit while ensuring full IRS compliance.
Initial Assessment
We evaluate your activities against the IRS four-part test to determine eligibility and estimate potential credits.
Documentation Review
Our team collects and organizes all necessary documentation — project records, payroll data, expenses, and technical narratives.
Credit Calculation
We apply the most advantageous calculation method and identify all qualifying expenditures to maximize your credit.
Filing & Compliance
Credits are filed with your tax return using Form 6765, with all supporting documentation organized for IRS standards.
Audit Defense
If the IRS examines your credit, our former IRS agents lead the defense with documentation that meets agent expectations.
Studies Supervised by Former IRS R&D Agents
Our R&D tax credit practice is led by CPAs who spent years as IRS Revenue Agents specializing in research credit examinations. This insider knowledge means your credits are calculated aggressively, documented thoroughly, and prepared to withstand any level of IRS scrutiny.
Audit-Proof Documentation
Documentation prepared to meet the exact standards IRS agents expect to see.
Maximum Credit Capture
We know every qualifying activity and expenditure because we've seen what the IRS accepts.
Full Audit Defense
If examined, our former agents lead the response — speaking the IRS's language.
Real Results
See how we've helped businesses across industries capture significant R&D tax credits.
$340,000
in R&D Tax Credits Claimed
A mid-market SaaS company developing AI-powered analytics tools. Credits claimed for software development activities including algorithm design, feature development, and cloud infrastructure optimization.
$520,000
in R&D Tax Credits Claimed
A precision manufacturing company improving production processes and developing custom tooling. Credits claimed for process improvements, new product prototyping, and quality testing activities.
$180,000
in R&D Tax Credits Claimed
An early-stage biotech company developing novel diagnostic tools. Credits claimed for laboratory research, clinical validation, and software development for diagnostic platforms.
$275,000
in R&D Tax Credits Claimed
A civil engineering firm developing innovative structural solutions and sustainable building techniques. Credits for design modeling, material testing, and environmental analysis.
Frequently Asked Questions
Find Out How Much You Could Claim
Schedule a free R&D credit assessment and discover the credits your business is leaving on the table.