R&D Tax Credits

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A CPA’s Guide to R&D Credits.
Real clarity for founders and devs.

The R&D Credit rewards real technical work behind software and product iteration. We’ve supported 100+ software teams through the process.

We know where credit mills cut corners—and what the IRS actually expects. We handle the numbers and documentation carefully so your claim is clear, accurate, and defensible.

You may qualify for the R&D Credit.

Most founders assume it’s “too soon.” Sometimes that’s exactly when it matters.

What is the R&D Credit? Quick answers for early stage teams.

  • How It Works

    Claimed with your tax return, backed by a short technical write-up.

  • If you’re early / not profitable

    It can still matter — many startups use it against payroll taxes.

  • Want to go deeper?

    We’ll tell you what we’d need to confirm eligibility (no calls unless you ask).

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Who Can Benefit? Founders, CFOs, and more.

The R&D credit can be valuable for teams doing real technical work—even before you’re profitable. You’re likely in scope if you’re:

  • Building software or shipping features

  • Working on AI/ML or data-driven products

  • Developing hardware or technical systems

  • Improving internal tools or workflows

  • A CFO/VC looking for a trusted referral option

If that’s you, use the R&D Quick Evaluation to get started.