2022 - 2024 Claim Windows are closing. Only available until July 3, 2026!
Unclaimed Tax Credits?
2+ Employees. $1M+ Revenue.
You Might Already Qualify for the R&D Tax Credit.
You could miss out on hundreds or even thousands, possibly tens of thousands this year because tax credits tied directly to the work you’re already doing are confusing, hidden, or overlooked. We make claiming them simple and stress-free.
Why the R&D Tax Credit is Overlooked?
The R&D Tax Credit isn’t overlooked because someone made a mistake, rather because it doesn’t always look like “research and development.”
Most tax filings are built for compliance ensuring expenses are categorized correctly, risk is minimized, and returns are filed accurately.
But uncovering R&D eligibility requires a deeper operational review of how your business innovates, solves technical challenges, refines processes, and experiments to grow.
Money we have saved
$5,120,959M
for our clients to date.
Does the Work You’re Doing Already Qualify for R&D Tax Credit?
You don’t need scientists in lab coats to qualify for the R&D Tax Credit.
You may qualify if your team has:
• Tested and refined a product, service, or deliverable
• Improved a process to reduce time, waste, errors, or rework
• Built or enhanced software, automation, or internal tools
• Solved problems where the outcome wasn’t guaranteed at the start
•Iterated through prototypes, methods, materials, or workflows
•Refined engineering, manufacturing, or production methods
Still not sure? You don’t call it “R&D.” You call it improving systems, solving problems, and getting results. 3 minutes on the phone and let’s discover whether you do or do not qualify.
Frequently Asked Questions
Common questions about the R&D tax credit. Yes it is a federal tax incentive, available for businesses of all sizes that incur qualifying research expenses in the United States.
Is this legit?
Is this only for tech companies?
No. Many non-tech businesses qualify when they improve products, processes, tooling, workflows, or internal software. If you’ve been iterating and solving technical problems, it’s worth checking.
Industries that commonly qualify:
Manufacturing & fabrication
Construction trades
Dental labs
Agriculture & ethanol
Software & automation
Engineering
Food production & restaurants
I already have a CPA. Do I need this?
Keep your CPA. Most CPAs focus on compliance and filing. R&D credits are specialist, documentation-heavy work. We complement your team and coordinate the process.
What kinds of “improvements” typically qualify?
Work like testing iterations, refining methods, building prototypes, improving processes, or developing/enhancing software and internal tools can qualify. The eligibility check helps us see whether your work matches the signals.
Does claiming the R&D credit increase audit risk?
Risk comes from weak documentation and sloppy claims. Our approach is documentation-first. If it can’t be supported, we don’t file it.
What tax years can I still claim?
It depends on your filing history and when your returns were filed. That’s why we start with a quick eligibility check—so we can confirm what’s still possible and what timeline you’re working with.
Will I need to amend prior returns?
Often, yes, especially for prior years. If pursuing this makes sense, we’ll outline exactly what needs to be amended and what documentation is required before anything is filed.
What does the free eligibility check include?
A quick screen to identify eligibility signals, what we’d need to confirm, and the next best step, without wasting your time.
How much time will this take from me or my team?
We keep it streamlined. You provide a few key inputs and documents once, and we quarterback the heavy lift – scoping, documentation, and coordination.
How much money could this be worth?
It varies by business, payroll, and the nature of the work. Some companies recover meaningful refunds and may be able to turn it into an annual benefit. We’ll give you a clear estimate range only after we confirm the facts.
What expenses qualify?
Qualified Research Expenses (QREs) typically include:
- Employee wages (owners, engineers, supervisors, technicians, operators)
- Project managers & foremen time spent problem solving
- Supplies & materials used during testing
- Prototype and scrap costs
- Software development labor
- Contractor/1099 technical work (partial)
How much money are we talking about with R&D Tax Credit?
Typical results:
- Roughly 5%–15% of qualifying wages
- Often $30,000 – $300,000+ depending on payroll size and technical activity
There is NO CAP from the IRS. The R&D Tax Credit is one of the longest-standing tax incentives in the U.S. tax code (since 1981).
Will This Trigger An IRS Audit?
No. Claiming a legal credit does not trigger an audit.
What matters is documentation quality. A defensible R&D study includes:
- Legal tax opinion methodology
- Project narratives
- Nexus between wages and projects
- Qualified research identification
- Substantiation package
Poorly prepared “cookie-cutter” studies are the real audit risk — not the credit itself.
Experience you can trust. Insight that uncovers what others miss.
Stacey Doege, CEO
+605.380.5165
stacey@profitmax.co
CEO & Founder ProfitMax
In the past decade, Stacey Doege has helped businesses recover over $2.2B+ they didn’t realize they qualified for. Her strategic, consultative approach turns complex R&D programs into clear financial wins for owners and CFOs.
Stacey and her husband have five children and are proud grandparents to two. As empty nesters, she remains focused on helping companies keep more of what they earn.
Profit Max, LLC is an independent state of Minnesota company, owned and operated by Stacey Doege.
