R&D tax credits with the evidence attached.

We identify your qualified research, build the substantiation from your actual payroll and project records, and deliver a credit study a tax professional signs. Defensible by design.

Book a 20 minute eligibility call → Request a free credit estimate →

Now accepting a limited number of 2026 tax year engagements.

Study RC-2026-014 · Federal · Form 6765 · Section 41 Illustrative example
  1. Payroll registerpayroll_2026_q1-q4.csv · 14 employees
  2. Contract research invoicesinv_vendor_0412.pdf +2 · 65% rule
  3. Prototype suppliesap_ledger_rd_materials.xlsx
  4. Cloud dev environmentscloud_cost_dev_2026.csv
  5. Technical evidence212 tickets · 38 design specs · test logs

Federal credit · ASC

$132,202

Qualified wages$1,212,400
Contract research$120,900
Supplies$48,700
Cloud computing$62,300
Four-part test4 / 4 met
Total QREs$1,444,300

14% × ($1,444,300 − 50% of 3-yr avg QRE $1,000,000)

Reviewed and signed · credentialed tax professional

Every figure traced back to a source document. Hover a source to follow it.
For teams in SoftwareManufacturingEngineeringLife sciencesFood and beverageAgricultureAerospace

The problem

Plenty of companies qualify for the Section 41 research credit and either never claim it, underclaim it, or claim it on the strength of a narrative nobody could defend in an exam.

The IRS has made it clear that claims without contemporaneous records are a target. The work of tying payroll, projects, and technical evidence together is tedious, which is why it gets skipped.

What we do

We build the documentation. You keep the credit.

Credit studies

Federal and state R&D credit studies with every figure traced back to a source document.

Substantiation

Substantiation packages that map projects to the four part test, with the technical narratives and the records to back them.

Annual refresh

Annual refresh so next year's claim is a maintenance job, not a rebuild.

Audit support

Audit support if the claim is ever questioned.

How it works

Three steps from records to Form 6765.

A short eligibility call to understand what your team builds and how you track time and spend.

We ingest payroll, project, and technical records and draft the evidence map.

A credentialed tax professional reviews, signs, and hands you a study ready for Form 6765.

Why Research Claim

R&D credits that hold up.

Substantiation first.

We start from your records, not from a questionnaire.

Every number is traceable to its source.

Nothing is estimated that can be documented.

Expert sign off on every study.

Fixed fee options,

so the incentive is accuracy, not inflating the credit.

Payroll tax offset

Qualified small businesses may be able to apply up to $500,000 of the credit per year against payroll taxes.

Eligibility rules apply; consult your tax advisor.

If your R&D credit cannot survive an audit, it is not a credit yet.

For CPA firms

CPAs: a substantiation partner for your clients' R&D claims.

CPA firms and tax advisory practices that want a substantiation partner for their clients' R&D credit claims.

Get started

The credit is yours. The documentation is ours.

Now accepting a limited number of 2026 tax year engagements.

We will reply within one business day.