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See How R&D Credits Can Benefit You
Step 1: Request Complimentary Analysis
Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time.
Step 2: Receive Proposed Scope of Work
After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.
Step 3: Claim Your Credits
Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.
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How Strategic Tax Planning Can Help Your Business
Our process is focused on transparency, client service, and deep technical expertise to maximize your R&D credit benefit. Here's how it works:
Step 1 - Free Consultation. We start with a 30-minute conversation to discuss your business and learn more about your development activities and costs. After the call, we will request some limited additional information to help us refine your estimated credit benefit. This step usually takes 1-2 hours of your time.
Get started by using our online Estimator tool [link], calling us at (202) 455-6010, or filling out this contact form.
Step 2 - Estimate and Proposed Scope of Work. After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.
Step 3 - Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 and for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.
Get in Touch with Our Financial Professionals
If you would like to schedule a consultation, call us today.
Learn About Partnering With Our Team
The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.
FAQs
Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.
There are no restrictions on what industries or kinds of businesses may qualify for the Research and Development Tax Credit. Instead, eligibility is based on whether your business engages in qualified research activities. However, some industries such as construction, engineering, manufacturing, and software and technology may be more likely to engage in such activities.
Depending on your state, you may retroactively claim the R&D tax credit as far back as 3 to 4 years. Additionally, any unused tax credit that you qualify for may be carried forward for as many as 20 years.
You can file the Research and Development Tax Credit with IRS Form 6765.
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