R&D Tax Credits
A CPA’s Guide to R&D Credits.
Real clarity for founders and devs.
The R&D Credit rewards the real technical work behind software, tools, systems, experiments, and product iterations.
We’ve been deep in this field for years preparing and reviewing studies across software, SaaS, bioscience, AI/ML, hardware tech, and early-stage product companies. Through experience, we’ve learned the subtle landmines to watch out for that aren’t caught by pop-up shops and credit mills.
Real review. Real protection. No shortcuts.
We handle your numbers and documentation with care so everything is clear, accurate, and backed by solid reasoning. We know what areas the IRS pays attention to, we keep our guidance up to date, and we make sure your tax positions are supported from the start.
What is the R&D Credit? Quick answers for early stage teams.
How the Credit is Claimed:
It gets filed with your tax return. After we prepare the documentation and tax forms, we either file it as your tax preparers, or hand it off to the people responsible.
If you’re still unprofitable:
You can still use it. Early-stage startups can apply the credit against payroll taxes for up to five years or $5M in sales, even with no income.
If you’re VC-funded:
It’s designed for teams like yours.
Funded companies take this credit all the time because it supports engineering work before revenue exists.We walk you through every step.
You’ll know exactly what to expect, how the reimbursement works, and how to coordinate with your payroll provider so nothing gets missed.
The R&D credit rewards companies for doing hands-on technical work here in the United States.
If your team builds features, tests new ideas, improves internal tools, or solves engineering problems that don’t have an immediate answer, you may already qualify. The credit recognizes the efforts of your U.S. team, and can reduce your tax burden or payroll costs when claimed correctly.
Who Can Benefit? Founders, CFOs, and more.
The R&D credit is especially valuable for teams doing meaningful technical work, and it often applies long before a company is profitable. If any of this sounds like you, you’re in the right place:
Engineering teams building software or shipping features
Founders guiding AI/ML or data-driven products
Startups working on hardware or technical systems
Companies improving internal tools or workflows
CFOs and VC partners looking for a trusted referral option
If you see yourself in the groups above, the fastest way to get clarity is to reach out. If you want to discuss referral opportunities, feel free to drop a note. If you think the R&D Credit applies to your team, use the form below to get started.
Submit the form and we’ll reach out with a quick, plain-English read on whether your work qualifies for the R&D Credit.
You may qualify for the R&D Credit.
Waiting is how founders lose it.
Building software or AI?
Most founders wait because they assume it’s “too early”.
That’s usually when the credit provides the most meaningful impact.
Answer a few questions and see whether waiting is the real mistake.
Takes ~3 minutes. No sales call. Clear next steps.