REAL R&D
DOCUMENTED CREDITS
STRATEGIC REINVESTMENT
When the R&D tax credit is done right, it’s not just a line on a tax return—it’s capital that can be put back into the business.
Our clients have used these credits to fund new equipment, expand teams, speed up development timelines, and strengthen technical capabilities. These aren’t one-time windfalls. They’re part of a disciplined approach to reclaiming resources that fuel innovation year after year.
STEM Educational Product
– Accelerating Product Iteration
Industry + Company Scale: A global STEM educational product innovator with approximately $60M+ in revenues and $14M+ annual R&D investment.
Challenge: A few years after the company’s operations had begun, it had not yet claimed any R&D tax credits.
Result: Recovered over $2.5M (≈18% of qualified spend), freeing capital for new product development and increasing employee growth.
IT/Software Solutions Provider
– Technology Without Limits
Industry + Company Scale: A highly-technical software development company with approximately $30M+ in revenues and $2.5M+ annual R&D investment.
Challenge: Multiple entities with mergers and acquisitions creating a complicated base period.
Result: Recovered over $300K (≈12% of qualified spend), freeing capital for increased headcount and further software development activities.
Pavement Maintenance Solutions
– Expanding Pavement Development
Industry + Company Scale: A leading manufacturer of pavement maintenance products with approximately $35M+ in revenues and $1M+ annual R&D investment.
Challenge: Client’s CPA claimed very limited federal credits for the company, and no state credits.
Result: Recovered over $200K (≈20% of qualified spend), freeing capital for new product development and manufacturing process improvements.
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