Unclaimed Tax Credits?

Yes. The R&D Tax Credit is a federal program that rewards qualifying innovation and describing improvement work. The key is doing it right: clear scoping, clean documentation, and a defensible filing.

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

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.

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.

Risk comes from weak documentation and sloppy claims. Our approach is documentation-first. If it can’t be supported, we don’t file it.

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.

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.

A quick screen to identify eligibility signals, what we’d need to confirm, and the next best step, without wasting your time.

We keep it streamlined. You provide a few key inputs and documents once, and we quarterback the heavy lift - scoping, documentation, and coordination.

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.