R&D tax credit studies

Your team does R&D.
Get paid for it.

Your CPA is your family doctor. We're the specialist they call in for the R&D credit.

Book a call Not ready to talk? See if you’re a fit →

Six questions. Two minutes. Your answer shows up before we ask for your email.

  • $500M+ in credits delivered
  • 20+ years on R&D credits
  • Admitted to the U.S. Tax Court
From a finished study

An AV integrator in Phoenix: $105,231 in credits. Two short calls with the owner, about two weeks from signing to finished study.

“Great experience working with the team. The process was simple, efficient, and required very little of my time. They handled everything from start to finish and delivered a great result. I’d definitely recommend them to other business owners looking to take advantage of available tax credits.”

The owner

Does your work count?

Myth and fact
You need a lab.
A shop floor counts. So does a drafting table.
It has to be an invention.
New to your business is enough.
Claiming it invites an audit.
Sloppy paperwork does. Ours is written for the examiner.

The IRS asks four questions

§41's four-part test
  1. Were you making or improving something you sell, or a way you work?
  2. Did it take real know-how to make it work?Engineering, physics, chemistry, biology, or code. Sizing a beam counts. Programming a controller counts.
  3. Were you unsure how to do it at the start?
  4. Did you try options to find out?

Unsure about any of these? That's what the call is for. Most owners guess wrong on at least one. The four-part test in plain English

Sound familiar?

Industry briefs
Architecture

Your drawings are research.

Many new sets start with a problem nobody has solved yet.

Read the brief Audio-Video Integration

Your installs are research.

Wiring a control system into a real building.

Read the brief Boat Manufacturing

Every boat is a prototype.

A new hull design can count, even after that boat sells.

Read the brief Medical Practices

Your protocols are research.

Testing how a new scanner or treatment fits your patients can count.

Read the brief

24 industries so far. Find yours.

How it works

Usually six to eight weeks
  1. A quick callWe pick the projects worth testing.
  2. You upload recordsThings you already keep.
  3. We build the studyEvery dollar tied to a named project.
  4. If the IRS asks, we answerExam support comes with every study.
On your desk at the end
The study
The memo an examiner wants
Numbers your CPA files

The risk is on us

Before you book

Finding out is free.

If there isn’t enough credit to be worth claiming, you don’t pay a thing.

The credit has to beat the fee.

We won’t take the job unless it clearly does.

We’d defend it in an exam.

We only take a case we’d be happy to defend in front of the IRS.

Advise business owners? Refer a client and share every fee we collect. See the partner terms

Common questions

Why has my CPA never mentioned this?

The R&D credit is a specialty with its own evidence rules. Many CPAs bring in a specialist for it, and we work right alongside yours.

Does claiming the credit invite an audit?

Thin documentation does. Every number in our study ties to a named project, and if the IRS asks, we answer.

What does it cost?

One fee, taken from the credit we find. The terms are on the pricing page.

How do we find out if we qualify?

Book a call. We'll tell you straight whether a study is worth it.

Give us thirty minutes.

You can usually claim the past three years too. Wait, and the oldest one expires. Bring whoever knows the technical work, and you'll leave knowing whether you qualify.

Book a call Not ready to talk? See if you’re a fit in two minutes.