The IRS owes you for the problems you already solved. Let's claim it.
If your business designs, builds, tests, or improves products and processes, you likely qualify for federal and state R&D tax credits, cash back for work you've already done. The average client recovers $70,000+.
A full credit study, done for you, from documentation to the dollar amount you can claim.
Free qualification review
We look at your activities, payroll, and projects to estimate your credit before you commit to anything.
IRS-compliant study
A defensible, fully documented study mapped to the four-part test, the paperwork that holds up under scrutiny.
Federal + state credits
We capture every layer you qualify for, including credits you can carry forward or apply to payroll tax.
Multi-year look-back
Open tax years can often be amended, turning past innovation into a refund check today.
Audit support included
If questions ever come up, the documentation and our team stand behind the claim.
No upfront cost
You only pay when we find and file a credit. If there's nothing to claim, you owe nothing.
It's broader than “lab coats and patents.” If you're solving technical problems, you're probably leaving money behind.
Likely qualifies
- ✓Developing or improving products, formulas, or software
- ✓Designing custom solutions for clients
- ✓Building prototypes or running tests
- ✓Automating or refining manufacturing processes
- ✓Engineering, architecture, or technical design work
- ✓Trial-and-error to make something work better, faster, or cheaper
Often assumed, but still worth checking
- ?“We're too small”, size doesn't disqualify you
- ?“We didn't invent anything new”, improvement counts
- ?“We're not profitable yet”, payroll tax offset may apply
- ?“Our CPA never mentioned it”, many don't specialize in this
- ?“We outsource some work”, contract research can qualify
From first call to credit claimed, in four steps, we do the heavy lifting.
Free discovery call
A short conversation about what your business does. We flag the activities that likely qualify.
We run the analysis
Our specialists quantify your credit and assemble the supporting documentation, no busywork for your team.
Review the numbers
You see exactly what you can claim before anything is filed. No surprises, no pressure.
Claim and collect
We file or hand your CPA a turnkey package. You keep the credit; we get paid only from results.
Real recovery for real businesses.
R&D credit questions, answered.
What industries typically qualify?
More than most owners expect. Manufacturing, software, engineering, construction, food and beverage, agriculture, and architecture are common, but any business solving technical problems through design, testing, or process improvement may qualify.
Does it matter if our R&D failed or the project didn't work?
No. The credit rewards the process of experimentation, not the outcome. If you faced technical uncertainty and worked through it, even if the result didn't pan out, that work can still qualify.
Can the credit be used if we're not profitable yet?
Often, yes. If your business has under $31M in gross receipts and hasn't generated revenue for more than five years, you may qualify as a small business and apply the credit against payroll tax instead of income tax, so being pre-revenue or not yet profitable doesn't automatically rule you out.
Will this raise a red flag with the IRS?
No. The R&D credit is a legitimate part of the tax code designed to reward innovation. We build a documented, four-part-test study specifically so the claim is defensible, and we stand behind it.
Will this trigger an audit?
No. Claiming the R&D credit does not increase your audit risk on its own. Our documentation is built to the four-part-test standard specifically so it holds up if the IRS ever asks questions.
We already have a CPA. Does this conflict?
Not at all. We complement your CPA. We do the specialized study and hand over a turnkey package they can file, or we coordinate directly with them.
What do you need from us to get started?
Just a short conversation to start. If you move forward, we'll ask for basic payroll and project information, we handle the heavy lifting and keep your time investment minimal.
How long does the whole process take?
Most studies are completed in a few weeks from kickoff to final documentation, depending on how quickly we can gather your project and payroll details.
How far back can we claim?
Generally up to three open tax years can be amended, which often means a refund for past work in addition to the current year.
How is the credit different from a deduction?
A deduction lowers the income you're taxed on. A credit reduces the tax you actually owe, dollar for dollar against your tax liability, making it more valuable than a deduction of the same size.
What does it cost?
Nothing upfront. Our fee is 24% of the credit secured for you. If the IRS pays interest on top of that, it's yours, we don't take a cut. No recovery, no fee. Payment schedule: 50% is due upon signing the contract to proceed, 25% before we send documents to your accountant, and the remaining 25% upon receipt of your tax recovery.
What if you don't find anything?
Then you owe us nothing. The qualification review is free, and we only get paid from credits we help you claim, there's no downside to finding out.
Find out what your business qualifies for.
The average business we work with recovers $70,000 or more in year one. The discovery call is free, the analysis is free, and you only move forward when the numbers make sense.