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FAQ
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Is this something new?

  • No. R&D tax law has been in place since the early 1980's.
  • Tax regulations issued in 2001 and 2004 made it easier for more businesses to participate in these credits and for more activities to qualify.
  • Only ⅓ of companies with R&D activities are claiming the credit.
I'm already taking R&D deductions

  • 'Credits' for qualified activities are available in addition to deductions.
  • The credit is a dollar-for-dollar offset against your taxes.
I don't have any R&D

  • When was the last time you had a technical assessment performed by a qualified R&D expert confirming your belief?
  • What if you are mistaken and your competitors are claiming the credit - does this put you at a competitive disadvantage?
  • If you develop new products, pursue process improvements or develop custom software you have qualified activities and may have overpaid taxes.
What is the benefit?

  • Cash Flow - credits are cash and can be significant.
  • Reduce tax liabilities for current and future years.
  • Recover significant overpayment of taxes in prior three years and reduce taxes in current and future years.
  • Use of credits can be a means to enhance M&A transactions and earnings per share calculations.
I have a tax advisor

  • Our field technicians spend 2000 hours annually consulting on R&D tax matters, while the average tax advisor spends less than 40 hours. Has your advisor performed a detailed R&D study in the past year?
  • 99% of advisors have very limited knowledge of R&D tax credit law.
  • Has your advisor discussed the impact of the 2001 and 2004 regulatory changes on R&D credits for your business?
  • We team operational, engineering, accounting and tax experts to enhance and preserve your rights to these credits.
  • There is a direct correlation between the amount of your defensible credit and the expertise of the advisor performing the tax credit study.
What does the study cost?

  • We perform a no-risk assessment first. There is no charge if a meaningful benefit does not exist for you.
  • Your team's time commitment is typically <12 hours for the assessment and <30 hours for the completed Study.
Seems too good to be true?

  • These credits have been available since the 1980's.
  • Recent changes have made these credits more accessible to middle market companies.
  • The law hasn't changed, knowledge of it and awareness of its application to your business has increased.