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R&D Tax Credits

If you paid engineers to build something whose outcome was uncertain, some of that spend probably qualifies. We work out how much, document it to survive scrutiny, and claim it.

From
Quoted on qualifying spend
Turnaround
Study and claim alongside your annual return

Who this is for

You are in the right place if any of these describe you.

  • Software and product companies with in-house engineering
  • Early-stage companies with payroll but no tax liability yet
  • Manufacturers improving processes or materials

What you get

  • Qualification assessment against the four-part test
  • Identification of qualified research expenses
  • Contemporaneous documentation package
  • Form 6765 preparation
  • Payroll tax offset election for qualifying startups

How it runs

What actually happens, in order.

  1. 01

    Qualify

    An honest first pass. If the work does not meet the four-part test we say so before you spend anything on a study.

  2. 02

    Quantify and document

    Wages, supplies and contract research identified and evidenced, project by project.

  3. 03

    Claim

    Filed with the return, with the documentation retained in a form that answers an examiner's questions.

Pricing

Plans under Taxes.

R&D credit work is quoted on qualifying spend rather than taken from the plans below. It appears as advisory in the Enterprise accounting plan for clients already on a monthly service.

All five categories

Basic

LLC tax filing

$599

per year

  • Free extension filing
  • Federal Tax Return
  • State tax Return
  • Annual LLC Report

Pro

C corp tax filings

$1200

per year

  • Free extension filing
  • Federal Tax Return
  • State tax Return
  • Annual Franchise Tax Report

Enterprise

Additional filings

Tailored Pricing

as per requirements

  • Additional State: $300/state
  • Form 1099: $60/form
  • Form 5471: $500-1500/subsidiary
  • Form 5472 & Pro Forma 1120: $300/foreign party
  • FBAR & FATCA Report: $200/report
  • Foreign-Owned Single Member LLC: $300
  • IRS Notice & Audit Representation: starts at $550

Questions

What people ask about R&D Tax Credits.

No. A qualified small business can elect to apply the credit against the employer portion of payroll taxes, which turns it into cash even with no income tax liability.

Not all of it. The test is technological uncertainty resolved through a process of experimentation. Building a new feature to a known recipe usually fails it; solving a problem where you did not know the approach would work usually passes.

Also relevant

Services people usually pair with this one.

  • Taxation & IRS Filings

    Federal and state returns for LLCs and C-Corps, filed on time with extensions handled.

    $599 / year
  • Accounting & Bookkeeping

    Monthly books, reconciliations and accrual financial statements you can act on.

    $219 / month
  • CFO Advisory

    Forecasting, KPI reporting, profitability analysis and cash runway management.

    $899 / month

Ready when you are.

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