Your Business May Already Be Performing Qualifying R&D
R&D tax credits reward businesses for investing in product development, process improvements, engineering, testing, software, and technical innovation.
A dedicated research department is not required.
SIMPLE 3-STEP VERIFICATION
How the R&D Assessment Works
We have engineered our qualification framework to be non-intrusive, legally substantiated, and zero-risk. You provide the high-level project scope. Our technical tax specialists handle the IRC Section 41 analysis.
- Zero upfront fees or binding commitments
- No disruption to core engineering roadmaps
- Strict non-disclosure protection for proprietary IP
Complete Assessment
Answer a few targeted questions about your company's development, engineering, testing, and improvement activities. No tax returns are required at this stage.
Review With an R&D Expert
Our R&D tax expert reviews your responses with you, learns more about the work your team performs, and identifies activities that may qualify.
Discuss Next Steps
If there appears to be an opportunity, you'll receive guidance on potential eligibility, documentation requirements, and what would be involved in moving forward.
CROSS-INDUSTRY ELIGIBILITY
Businesses Across Many Industries May Perform Qualifying R&D
The federal R&D tax credit is not restricted to laboratories or tech conglomerates. Eligibility is dictated entirely by the nature of your technical problem-solving, not your NAICS code or industry label.
Software & SaaS
Custom algorithm design, database scalability, architecture refactoring, and AI model pipeline engineering.
Precision Manufacturing
Tooling redesigns, automated CNC machining workflows, tolerance testing, and yield waste reduction.
Architecture & Structural
Parametric facade engineering, seismic load modeling, novel structural framing, and acoustic dissipation.
Life Sciences & Biotech
Assay stabilization, reagent formulation, bioprocess batch scale-up, and clinical analytical protocol testing.
Food, Beverage & AgTech
Shelf-life stability trials, fermentation scaling, sustainable barrier packaging, and automated hydroponics.
Aerospace & Defense
Composite material stress testing, telemetry encryption, vibration damping, and aerodynamic payload modeling.
Energy & CleanTech
Inverter efficiency improvements, high-density battery thermal management, and carbon capture trials.
Medical Technology
Biocompatibility testing, low-power sensor miniaturization, wearable telemetry, and sterile packaging seals.
Materials & Chemicals
Polymer synthesis, anti-corrosive coating formulation, tensile strength trials, and VOC reduction testing.
Hardware & IoT
Multi-layer PCB layout optimization, firmware power profiles, antenna beamforming, and thermal dissipation.
Environmental Engineering
Closed-loop filtration, non-destructive soil remediation techniques, and stormwater containment dynamics.
Robotics & Automation
Kinematic inverse modeling, computer vision sorting integration, PLC logic design, and end-effector fabrication.
PRELIMINARY R&D ASSESSMENT
See Whether Your Business Qualifies
Complete the short assessment below to give our R&D tax specialists a high-level view of your business, technical activities, and potential qualifying expenditures.
TECHNICAL & COMPLIANCE CLARITY
Your Questions, Answered
Do we need to develop a patented, groundbreaking invention to qualify?
No. The statutory standard does not require commercial novelty, patents, or revolutionary breakthroughs. The tax code explicitly rewards incremental improvements, software enhancements, engineering adaptations, and custom manufacturing solutions, provided they satisfy the four-part statutory test under IRC Section 41.
Does our company need a dedicated R&D lab or formal scientific department?
Not at all. Eligible research activities routinely occur across standard engineering, software architecture, quality assurance, and manufacturing operations. What matters is the nature of the technical uncertainty and the process of experimentation undertaken by your technical personnel.
What documentation is required to substantiatively support our claim?
Our specialists assist in compiling contemporaneous technical artifacts such as design specifications, commit logs, revision histories, testing reports, and payroll records (Form W-2 / 1099 data). We synthesize these existing operational records into an audit-ready study without disrupting your core development workflow.
Can we claim expenses on experimental initiatives that ultimately failed or were abandoned?
Yes. In fact, project setbacks, dead ends, and scrapped prototypes are strong evidentiary indicators of technical uncertainty and systematic experimentation under IRS guidelines. Qualified expenses on unreleased or canceled technical initiatives remain 100% claimable.
How does claiming this credit interact with our primary CPA and tax filings?
We work collaboratively alongside your existing CPA rather than replacing them. We provide fully completed federal Form 6765, applicable state schedules, and an exhaustive technical defense study ready for your CPA to integrate directly into your standard corporate return.
Is there a minimum annual revenue or headcount required to apply?
There is no minimum revenue threshold. Early-stage and pre-revenue startups with under five years of gross receipts and less than $5M in current revenue can monetize up to $500,000 annually against federal payroll taxes (FICA), generating immediate cash value even with zero income tax liability.
PRELIMINARY ELIGIBILITY CHECK
Not Sure Whether Your Work Counts as R&D?
Many routine day-to-day technical challenges, custom software builds, and process iterations fully qualify under IRS Section 41 rules. Our preliminary assessment takes less than 3 minutes, requires zero documentation upfront, and carries absolutely no obligation.
100% Confidential