The federal Research and Development (R&D) tax credit under IRC Section 41 provides a dollar-for-dollar reduction in actual federal tax liability, and returns part of what you spend developing or improving products, processes, techniques, or software. It reduces tax owed dollar for dollar.
Your time investment = 2 hours maximum
Your return on investment could range from ~$10,000 to over $100,000 for each tax year (with a lookback of up to 3 years).
1. Discovery
2. Tax return & W2 data
3. Scope interview
4. Delivery
1. Discovery 2. Tax return & W2 data 3. Scope interview 4. Delivery
Structured Precision, Every Step
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1. Discovery
A free, 20-minute consult to learn whether you qualify for current and previous tax years.
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2. Tax return & W2 data
We collect data from you or your CPA and perform our analysis.
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3. Scope interview
A 45-minute scope interview with you to discuss your practices.
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4. Delivery
A 20-minute call to finalize your R&D tax credits, and your CPA receiving Form 6765 to insert into your return for each tax year.
If you answer YES to these three questions, you most likely qualify for R&D tax credits:
1) In the last 3 years, did you adopt new technology, materials, or equipment?
2) Did your team refine a procedure, protocol, or workflow to get better results?
3) Were employees or contractors on payroll for part of that work?
Our team applies a systematic series of phases, ensuring each engagement advances logically from initial insight to final evaluation while maintaining full transparency.
Flexibility