Here's what we actually do, start to finish
No confusing jargon, no surprise line items. We'll walk you through it up front, so you know exactly what's included and what it costs before we ever get started.
R&D Credit Study
A full technical and financial study mapping your activities — product development, process improvement, software builds, formulation and testing — against the IRS four-part test. Delivered as a defensible, audit-ready document.
Current-Year Filing
Credit calculation prepared and delivered in the format your CPA needs to include it directly on this year's return — no restructuring of your existing tax prep relationship.
Amended Return Recovery
Most businesses can look back up to three prior tax years. We identify what was missed, quantify it, and prepare the amended filings to claim it.
Documentation & Audit Defense
Contemporaneous documentation packages built to withstand IRS scrutiny, plus direct representation and response support if a filed credit is ever questioned.
Broader than most business owners assume
You don't need a lab coat. If any of this sounds like your last three years, it's worth a conversation.
Manufacturing
New tooling, process changes, yield or efficiency improvements, prototype iterations.
Software & Tech
Internal tools, new features, platform migrations, architecture rebuilds.
Food, Beverage & Agriculture
Formulation changes, shelf-life testing, new product development, growing techniques.
Construction & Engineering
Custom design-build work, new construction methods, energy-efficiency solutions.
Consumer Products
Material substitutions, packaging redesign, durability and performance testing.
Professional Services
Custom software, proprietary tools, or process automation built for internal use.
Start with the free estimate
Twenty minutes, no obligation — you'll leave knowing whether this is worth pursuing.