R&D Tax Credits

You’re already building.
You should be getting credit for that work.

If you’re solving problems, improving products, or building tech that helps your business run
better, there’s a good chance you’re already doing R&D, even if you haven’t called it that.
Since 2018, we’ve helped businesses claim more than $130 million in R&D tax credits. It’s
not just about getting money back. It’s about freeing up cash you can actually use to grow,
hire, or reinvest in your next move. Stay focused on what matters. Our R&D tax credit specialists
keep things simple and stay out of your way so you can keep moving.

How It Works (Without Slowing You Down)

You’ve got enough going on. Our process is lightweight, tech-smart, and fits into your workflow without taking it over.

Stay focused on what matters

We keep things simple and stay out of your way so you can keep moving.

Not sure what qualifies? That’s where we come in.

From new software to better processes, we’ll help you identify what counts and back it up with what the IRS wants to see.

No surprises

R&D rules change fast. We keep tabs on them so nothing catches you off guard.

What Counts as R&D? Probably More Than You'd Expect.

If this sounds familiar, you’re probably leaving money on the table:

WRITING OR IMPROVING CODE

TESTING NEW PRODUCTS

STREAMLINING YOUR PRODUCTION LINE

RESEARCHING NEW MATERIALS OR METHODS

BUILDING INTERNAL TOOLS OR DESIGNING CUSTOM EQUIPMENT

Wages, contractor costs, supplies, and prototype hosting expenses can all count.

What’s It Worth?

Federal credits typically return 7 to 14 percent of your qualifying spend. Many states add another 1.5 to 10 percent.

You’ve got options to make the most of it:
• Use credits now
• Go back and amend the last 3 years
• Carry credits forward for up to 20 more years

If you’re a startup, you may also be able to offset up to $500,000 a year in payroll taxes, up to $2.5 million total.

Curious What You’re
Eligible For?
Let’s take a look.

A lot of companies are already doing work that qualifies, they just don’t realize it YET. Let’s have a quick conversation. If there’s value there, we’ll walk you through the next steps.

Let's Talk

Our R&D Tax Experts

Shawn Marchant

JD - Principal | Tax

Matt Neuenswander

CPA - Senior Manager | R&D Tax