top of page

Turn Innovation Into Potential Tax Savings

Federal and State R&D Tax Credit Opportunities for Innovative Businesses

Your business may qualify for R&D tax credits for activities you already perform, including product development, engineering design, software development, and manufacturing process improvements.

Could Your Business Qualify?

R&D tax credits are not limited to laboratories. Many businesses perform qualifying activities during everyday operations.

New Product Development
Product Design Improvements
Manufacturing Process Improvements
Software Development
Prototype Development and Testing
Engineering Problem-Solving

Eligibility depends on specific activities, expenses, and tax requirements.

Industries We Serve

Manufacturing & Industrial
Engineering & Development
Software & Technology
Other Innovative Businesses

Product development, process improvements, prototyping, and technical testing.

Mechanical, electrical, and other engineering design activities.

Development of new or improved software functionality and technical solutions.

Businesses addressing technical uncertainties through qualifying research activities.

What Expenses May Qualify?

Qualified research expenses often include:

Employee wages for qualified research activities

Supplies used in qualified research

Certain contracted research expenses

Certain computer rental or cloud-hosting expenses

Not all research-related expenses qualify. A review is necessary.

How We Help

Step 1

Step 2

Step 3

Initial Consultation

Specialized Study Coordination

Documentation & CPA Collaboration

We discuss your activities and identify potential opportunities.

We work with CSSI* to coordinate appropriate R&D tax credit evaluations.

We help coordinate study findings and supporting information with your existing CPA or tax adviser.

* Supported by CSSI's Specialized Experience

Our collaboration with CSSI connects clients with an established specialty tax services provider serving businesses nationwide since 2003, with more than 65,000 studies completed.

Why Work With Us?

Our team combines tax experience with PhD-level engineering expertise. We understand the technical challenges involved in innovation.

Engineering & Technical Expertise
Tax & Accounting Experience
Collaboration Support

R&D eligibility depends on tax law and qualifying documentation. No benefit is guaranteed.

Discover Your Potential Credits

Your business may be performing activities worth evaluating. Contact us today.

bottom of page