R&D tax credit advisory supported by IP attorneys with engineering backgrounds—delivering first-in-class documentation compliant with IRS Project Approach requirements.
Average credit is about $25,000 per $1,000,000 in total company payroll. Qualifying expenditures include manufacturing, product design, patent development, and software development.
R&D credits are available to companies engaged in qualifying technical activities. These common scenarios often indicate significant credit opportunities.
Companies developing new products or improving existing ones through engineering, design, or technical processes.
Businesses creating or significantly improving software applications, platforms, or systems through technical innovation.
Companies developing or improving manufacturing processes, production methods, or operational workflows.
An increasing number of prior and future expenditure costs can qualify for R&D tax credits when properly documented.
Avg. credit per $1M payroll
IRS compliant documentation
IP attorney support
Engineering backgrounds
Process and production development expenditures qualify.
New product design and development activities qualify.
Patent development and prosecution costs qualify.
Software development and improvement activities qualify.
R&D tax credit claims require documentation that meets IRS Project Approach standards. Our team of IP attorneys with engineering backgrounds delivers first-in-class documentation that withstands scrutiny.
We identify qualifying expenditures across manufacturing, product design, patent development, and software development—maximizing your credit while ensuring compliance.
Engineering backgrounds ensure technical activities are properly characterized.
Documentation meets IRS requirements for contemporaneous project records.
An increasing number of prior and future expenditures can qualify.
A structured approach to identifying, documenting, and filing R&D tax credit claims with IRS-compliant technical support.
We conduct technical interviews and review project records to identify qualifying R&D activities across your organization.
Qualified wages, supplies, and contract research expenses are calculated using IRS-prescribed methodologies.
IP attorneys with engineering backgrounds build the Project Approach documentation that withstands IRS examination.
We file the credit claim and provide ongoing audit support if examined by the IRS or state authorities.
Typical engagement: 4–8 weeks from kickoff to filed claim. Full audit support included.
A comprehensive R&D credit analysis requires documentation of qualifying activities, personnel, and expenditures.
All documentation is protected under professional confidentiality standards and is used solely for the purpose of conducting your R&D credit analysis. We coordinate with your CPA to ensure seamless integration with your overall tax strategy.
Qualifying activities include developing new products or processes, substantially improving existing products or processes, creating new or improved functionality in software, and conducting technical uncertainty resolution. The key requirements are that activities must be technological in nature, involve a process of experimentation (such as modeling, simulation, or prototyping), and aim to achieve technological advancement.
Traditional R&D credits cannot be used against the Alternative Minimum Tax (AMT) for companies with average annual gross receipts over $5 million. However, startups and companies with current year research expenses can apply credits against their payroll tax liability, providing a refundable benefit regardless of income tax liability. We help structure claims to maximize available offsets.
IRS requirements include contemporaneous documentation of qualified research activities, which means records created at the time of the work, not reconstructed later. Our team works with your personnel to identify and organize existing documentation, then builds a complete technical narrative using the IRS Project Approach format that demonstrates the four-part test is satisfied.
Every R&D credit engagement includes full audit support. Our IP attorneys with engineering backgrounds have direct experience responding to IRS examination of research credits. We provide the technical documentation, expert support, and response coordination throughout the audit process. The quality of our initial documentation typically results in straightforward examinations when they occur.
Yes, amended returns can be filed for open tax years—generally the prior three years for federal purposes. We conduct a lookback analysis to identify missed credits from prior years. Many companies have significant unclaimed R&D credits from the past three years that can be recovered through amended filings.
Have questions about your R&D credit eligibility?
Request Qualification AssessmentSchedule a complimentary qualification assessment to determine your R&D credit opportunity. Our IP attorneys with engineering backgrounds deliver documentation that withstands IRS examination.