Get credit for the innovation you already do
The federal Research and Development (R&D) tax credit rewards U.S.-based businesses of all sizes for developing and improving products, processes and software — not just labs and scientists.
Activities that may qualify
- Developing new products
- Improving existing products
- Developing software for internal or external use
- Improving manufacturing processes
A simple two-step process
1. Onboarding
Schedule a consultation with our specialists. If you’re eligible, we set up a member portal just for you to track your R&D activities.
Schedule a call →2. Credit study
Update your details on our platform. Our CPA works with you to claim the credit, and our tax team prepares your return.
Member portal login →More businesses qualify than you might think
The credit is far broader than lab coats and breakthrough inventions. Companies of many sizes and industries meet the federal test for qualified research — but many don’t realize it.
Experimentation
A process of experimentation to resolve technical uncertainty by systematically evaluating alternatives.
Permitted purpose
The work aims to improve the function, performance, reliability or quality of a product, process, software or technique.
Technological in nature
The activity relies on principles of the hard sciences — physics, biology, engineering, chemistry or computer science.
Technical uncertainty
At the outset, the team faces uncertainty about the right design, method or capability to meet the project’s goals.
The 4-part test
Every qualifying activity must meet all four parts. It’s the most demanding part of an R&D credit claim, so experienced help matters in documenting it properly.
What expenses count
- U.S. employee wages for qualified work
- Supplies used in research
- U.S. subcontractor costs
- Offsite server rental and cloud computing
These help build a list of expenses tied to developing inventions, processes, new or improved products, software, formulations and techniques.
What you’ll need to provide
We’ll help you gather the documentation for a complete report:
Your everyday tools help document the credit
Version control
Version control saves every version of your codebase and records each change — like Track Changes in a document. It shows how features were developed and when problems were solved.
Project management software
Tickets and tasks in your project tools often include specifications and descriptions of the engineering work — useful records of the activities behind the credit.
We’re here to help
Share a few basic details and our team will guide you on claiming R&D tax credits.
Schedule a call about the R&D tax credit
Find out whether your projects may qualify and what the process looks like. Also see Section 174.
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