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R&D Tax Credits

Our Approach

Many growing companies believe that they qualify for a research and development (R&D) tax credit. However, documenting R&D activities in a way that meets the stringent requirements of the IRS and state tax authorities isn’t easy. As a result, we find many firms don’t receive the R&D tax credit they deserve—or don’t qualify for an R&D tax credit at all.

Our R&D tax credit experts can work with your internal team to help you identify and effectively document qualified R&D activities. This close collaboration helps reduce your risk of not qualifying for this important tax credit.


Depending on the needs of your organizations, we can provide varying service level options (i.e., full-scope analysis, limited-scope analysis, calculation or documentation only and reviews) for the following:

Sec. 41 Research Credit (R&D) Analysis

  • Identify and determine qualified research activities and related expenditures
  • Calculate available federal and state R&D tax credits
  • Document qualified research activities and expenditures with contemporaneous records for substantiation

Sec. 199 Domestic Production Activity Deduction (DPAD) Analysis

  • Identify and determine Domestic Production Gross Receipts (DPGR) and expenses/losses/deductions allocable to DPGR for Qualified Production Activities Income (QPAI)
  • Calculate DPAD



Election to Apply the Research Credit Against Payroll Taxes

If you are a qualified small business, subject to limits, you can elect to apply all or some of any research tax credits that you earn against your payroll taxes instead of your income tax.

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