Case Study 1: Dental Office

Company Overview:

A progressive dental practice offering advanced treatments like cosmetic dentistry, orthodontics, and digital dental technology.

Challenge:

The dental office sought to improve patient care and optimize treatment planning by integrating new technologies, such as 3D imaging and AI-assisted diagnostics, into its processes. The practice wanted to accelerate the development of customized dental solutions, including digital impressions, more precise aligners, and advanced materials for fillings and crowns.

R&D Activities

  • Development of Customized Dental Solutions:
    The dental office worked on creating tailored dental aligners, researching different types of materials to improve durability and comfort.
  • 3D Imaging & Digital Diagnostics:
    They developed a digital workflow for more accurate diagnoses and treatment planning.
  • Software Development for Patient Management:
    A team collaborated on improving their patient management software, implementing AI algorithms to predict treatment outcomes and optimize appointment schedules.

Eligibility for R&D Tax Credit:

  • The dental office could claim R&D credits for the time spent by dentists, software engineers, and laboratory staff on these development activities. The activities involved experimental development and the use of innovative technologies to improve patient outcomes, qualifying them under the IRS guidelines for R&D activities.
  • Costs related to labor, supplies, and software development were eligible for the credit.

Result:

By applying for the R&D Tax Credit, the dental office received a significant reduction in their tax liability, allowing them to reinvest the savings into further technology development and patient care improvements.

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