Step _01
Eligibility and tax-capacity review
We first evaluate whether the company performs potentially qualifying work and whether available tax attributes can make the credit useful.
We Incentivize
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We Incentivize
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Helping U.S. businesses unlock more tax savings.
Turn qualified experimentation, engineering, software, and process improvement into a defensible tax-credit opportunity.
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Specialty expertise · organized documentation · clear next steps
We IncentivizeThe federal R&D Tax Credit rewards businesses that invest in developing or improving products, processes, software, techniques, formulas, and technical capabilities. Qualifying work can happen in engineering, manufacturing, construction, architecture, technology, food science, and many other industries.
A successful claim requires more than a list of projects. It connects qualified activities to eligible wages, supplies, and contract research, applies the required tests, selects an appropriate calculation method, and preserves project-level support. We organize the technical and financial story so the credit is practical for your tax team to review.
4-Part
Qualification framework
3
Common prior open years reviewed
20 yrs
Potential federal carryforward period
Every engagement follows the same disciplined framework while the technical work is tailored to the service, facts, and decision timeline.
Step _01
We first evaluate whether the company performs potentially qualifying work and whether available tax attributes can make the credit useful.
Step _02
Structured interviews identify business components, technical uncertainty, experimentation, and qualified personnel.
Step _03
We connect activities to qualified research expenses and compare available calculation approaches.
Step _04
The final package organizes calculations, project narratives, supporting schedules, and information needed for Form 6765.
The strongest R&D credit work starts by understanding what teams attempted, what uncertainty they faced, and how they evaluated alternatives. We build the claim from those facts rather than forcing generic narratives onto the business.
The result is a focused package that helps management and tax professionals understand the qualifying activities, expenses, methodology, and limitations.
Activities may qualify when they seek to develop or improve a product, process, software, technique, formula, or invention through a process of experimentation that addresses technical uncertainty.
Businesses may be able to review open tax years, commonly the prior three years, subject to filing deadlines and current amended-return requirements.
Certain qualified small businesses may elect to apply the credit against payroll taxes if they meet gross-receipt and age requirements. Eligibility should be confirmed with a tax advisor.
Qualified wages, certain supplies, and a portion of eligible contract-research costs are commonly evaluated. Not every cost connected to innovation qualifies.
We structure interviews and document requests to minimize disruption. The time required depends on project volume, record quality, and the number of employees involved.
Start with a focused review