Question 1

Does software development qualify?

Accepted Answer

Often yes when work meets the four-part test for qualified research. We interview teams and document activities carefully.

Question 2

Is the R&D credit only for labs and manufacturers?

Accepted Answer

No. Software, engineering, and product teams frequently qualify when the work is technological and experimental.

Question 3

How do you document the credit?

Accepted Answer

We run activity interviews, map projects to qualified research, and build a cost base with payroll and expense support.

Question 4

Do states offer R&D credits too?

Accepted Answer

Many do, with different rules. We review state credit options where your footprint supports a claim.

Question 5

Can startups with little tax due still benefit?

Accepted Answer

Sometimes. Federal payroll-tax offset options may apply for eligible early-stage companies. We check fit before promising savings.

Question 6

Will this slow down our tax return?

Accepted Answer

We time the study so credit delivery coordinates with return prep instead of blocking filing.

Question 7

What if the IRS asks questions later?

Accepted Answer

Strong contemporaneous documentation is the defense. Our study package is built to support the numbers on the return.

Question 8

How far back can we look?

Accepted Answer

Amended returns may be possible within open years. We review prior periods before scoping a multi-year study.

R&D Tax Credit & Incentive Studies

What's Included