Helping Businesses Identify and Claim

R&D TAX CREDITS

Specialized support for companies developing, improving, or testing products, processes, software, formulas, or technical solutions.

What is the
R & D Tax Credit?

The R&D tax credit is a federal and state tax incentive available to businesses that invest time and money into developing or improving products, processes, software, techniques, formulas, or inventions. Many businesses qualify even if they do not have a traditional laboratory or research department.

Services

INDUSTRIES That May Qualify

Food & Beverage

Agriculture

Plumbing, HVAC, Electrical

Real Estate Development

Product Design & Prototyping

Software & Technology

Construction & Contractors

Engineering & Architecture

Manufacturing

Breweries & Wineries

ACTIVITIES That May Qualify

Developing new products or processes

Improving existing products or processes

Testing materials, formulas, designs, or prototypes

Developing internal-use software or customer-facing software

Improving efficiency, performance, durability, safety, or scalability

Trial-and-error testing or technical problem-solving

Engineering, design, or fabrication improvements

COULD YOUR
BUSINESS QUALIFY?

The IRS generally uses a four-part test to determine whether research activities may qualify for the R&D Tax Credit. If you answer "Yes" to one or more of the questions below, your business may be eligible.

PERMITTED PURPOSE | The work was intended to improve function, performance, reliability, quality, or design.

YES

TECHNOLOGICAL IN NATURE | The work relied on engineering, computer science, biology, chemistry, physics, or similar sciences.

YES

ELIMINATION OF UNCERTAINTY | The business faced technical uncertainty about capability, method, or design.

YES

PROCESS OF EXPERIMENTATION | The business evaluated alternatives through testing, modeling, prototyping, trial and error, or analysis.

YES