R&D Tax Credit Services

Turning ingenuity into impact.

What if your next breakthrough could fuel your business and bottom line? Innovation isn’t just about what you create. It’s also about the value you unlock. Every day, organizations push boundaries in technology, engineering, and science. Many are unaware that their pursuit of progress can unlock powerful research and development (R&D) tax incentives. The R&D tax credit is a catalyst for growth, enabling companies to reinvest in their people, ideas, and future. Today, innovation increasingly includes artificial intelligence (AI), machine learning (ML), and data-driven development, areas that often involve the same experimentation and technical problem-solving that may qualify for R&D tax credits.

Our R&D tax credit team can help visionary leaders identify and substantiate the work that drives business transformation.

Understanding the R&D Tax Credit

Are you designing new or improved products, refining processes, or developing software? Have your teams solved complex challenges or created intellectual property? If so, you may be eligible to claim federal and state R&D tax credits. These credits can help you recoup up to 10% of eligible spend in the form of federal credits, and with 36 states offering credits, you may be eligible for additional incentives.

Organizations investing in AI may also qualify, particularly when these initiatives involve technical uncertainty, iteration, and testing.

Our national team includes CPAs, engineers, legal professionals, and data scientists—bringing together diverse perspectives and deep technical knowledge. We leverage our proprietary, AI-powered technology platform, R&D Tax Credit Explorer, and well-documented processes to help deliver clarity, confidence, and measurable results for your business.

Eligibility Criteria for R&D Tax Credits

Determining eligibility is the first step toward claiming these valuable incentives. While the rules can be complex, many common business activities qualify. We can help you assess your operations against the key criteria.

Qualifying Activities: What Counts as R&D?

• 
  Product & Process Development: Creating new products or improving existing ones. This includes enhancements to performance, reliability, quality, or cost
• 
  Engineering: All disciplines, including software, hardware, and manufacturing process engineering
• 
  Prototyping & Pilot Models: Designing, building, and testing prototypes to evaluate new concepts and technologies
• 
  Software Development: Creating new software or significantly improving existing software for internal use or for sale, including AI-enabled applications, ML models, and data-driven systems
• 
  Intellectual Property Creation: Developing patents, trade secrets, and other forms of intellectual property
• 
  Scientific Research: Work in biological and physical sciences aimed at advancing scientific knowledge
• 
  Direct Supervision & Support: The wages for employees who directly supervise or support qualified research activities
• 
  AI & Data Innovation: Developing or enhancing AI models, predictive systems, automation tools, or data pipelines that require experimentation, testing, and refinement

Qualified Research Expenses (QREs)

Once qualifying activities are identified, the next step is to calculate the associated expenses. These typically fall into four main categories:

• Wages
• Supplies
• Contractor Costs
• Computer Leasing & Rental (Cloud Hosting)

How to Claim & Report R&D Tax Credits

Claiming the R&D tax credit involves a detailed process of identification, documentation, and calculation. Our streamlined, technology-driven approach can help reduce disruption to your team while enhancing your benefit.

1. Feasibility & Scoping: We start with a preliminary assessment to determine your eligibility and estimate the potential credit benefit.
2. Data Collection: We use proprietary, AI-powered technology to automate information gathering, including technical interviews, project surveys, and contemporaneous documentation.
3. Calculation & Documentation: Our professionals calculate the credit and prepare the in-depth documentation required to help substantiate your claim and make it defensible upon audit.
4. Claim & Defense: We assist with filing the necessary forms and provide IRS and state audit defense to help support your claim.

Our Technology-Driven R&D Tax Credit Approach

We believe a meaningful solution-oriented approach stems from collaboration and curiosity. Our process is designed to help reduce disruption and enhance your impact. Our web-based platform, R&D Tax Credit Explorer, is secure and delivers true end-to-end automation with no installation required.

From data collection to final deliverables, our software helps streamline every step. Clients can benefit from secure document uploads, custom surveys, and real-time dashboards for tracking progress. Built-in AI assists with technical documentation, while automated QRE computations and federal/state credit calculations drive consistency. With role-based access and direct feedback tools, R&D Tax Credit Explorer can help reduce manual overhead and accelerate timelines while providing clear visibility and actionable insights.

Our engagement teams are partner-led, and we deliver weekly project status dashboards to foster transparency and build trust. With a global reach spanning more than 100 countries, we’re equipped to support your goals wherever they lead.

Our R&D Tax Credit Services

We offer a full suite of R&D tax credit consulting services tailored to your business goals:

• Preliminary Feasibility, Scoping, & Planning
• Full Implementation, Computation, & Documentation (Including ASC 730 Directive)
• IRS & State Audit Defense & Administrative Appeals
• Estimated Tax Payment Assistance
• Technical Position Development
• ASC 740 Tax Provision & Uncertain Tax Position Analysis

Ready to turn your innovation into a powerful financial asset? Contact Us.