Frequently Asked Questions

It’s a federal and state incentive that rewards businesses for certain types of innovation—reducing income (and in some cases payroll) tax liability when eligible activities and expenses are properly documented.

Eligibility is determined using the IRS 4-Part Test. In short: the work must be based on the hard sciences, intended to create or improve a product, process, or software, involve technical uncertainty, and include a process of experimentation that’s iterative in nature in order to eliminate the uncertainties.

Common activities may include developing new products, improving manufacturing processes, developing or enhancing software, or designing custom solutions. The most common qualified expenses are wages, supplies, and U.S.-based contract research.

Up to three prior tax years can be claimed retroactively.

It generally amounts to 8–12% of qualified expenses.

Typically: federal and state tax returns, wage records, general ledger details, and documentation of R&D activities. We guide your team through organizing what’s needed.

Minimal involvement is required beyond providing requested information and meeting for key discussions. The process is structured to minimize disruption.

We stand behind our work and provide full audit support at no additional cost.

Fees are typically 10–15% of the credit we help you claim, with larger credits often at a lower percentage.

We integrate into your client relationship—never around it. You remain the primary tax preparer or advisor, and we handle the specialized R&D credit work. Our end product is a complete, audit-ready deliverable your team can file with confidence.

No. We request only the documents we can’t get directly from the client and deliver the completed forms and substantiation you need to file the credit.

Our deliverables contain the calculations, narratives, and supporting workpapers an auditor would request. We follow the same process for every engagement, and provide audit support at no extra charge.

Common industries include manufacturing, engineering, and software development—but others do qualify. Reviewing the 4-Part Test with us is the best way to know.

All client information is kept strictly confidential. We’re happy to sign NDAs if requested.