Strategic R&D Tax Credit
Expertise for
Businesses and Accounting & Advisory Firms
Navatus helps businesses and accounting & advisory teams identify, document, and claim R&D tax credits. Our team brings specialized R&D tax knowledge, clear guidance, and a defensible process built around accuracy from start to finish.
Specialized R&D Tax Support Where It Matters Most
R&D tax credits can create meaningful opportunities, but the process requires more than a quick calculation. Navatus helps businesses and accounting & advisory firms evaluate eligibility, organize support, and develop credit claims that are clear, complete, and prepared for review.
01 — Study
End-to-end studies that evaluate qualifying activities, calculate eligible expenses, and support a complete R&D claim.
- Field interviews and project workpapers
- Qualified expense analysis
- Final credit calculation memo
02 — Analysis
We apply the three-part test to real projects and technical work before time is invested in a full credit study.
- Activity scoping and eligibility review
- Project-level technical interviews
- Written eligibility summary
03 — Strategy
We help determine where the R&D credit may fit into a broader tax strategy, including current and prior-year opportunities.
- Credit opportunity assessment
- Prior-year claim review
- Risk and exposure considerations
04 — Compliance
We help organize the records, narratives, and technical details needed to support the credit if questions arise.
- Project narratives and writeups
- Time-tracking framework setup
- Audit-ready file organization
05 — Partnership
We work alongside businesses and accounting & advisory firms needing R&D tax credit support for their clients.
- White-label or co-branded support
- Client relationship preserved
- Dedicated specialist collaboration
06 — Advisory
When deeper R&D credit knowledge is needed, we join the conversation to help business leaders.
- Discovery calls with stakeholders
- Findings presentations
- IRS examination support
Built for the Teams That Need R&D Tax Credit Clarity
Navatus works with businesses, accounting firms, and advisory teams looking for specialized R&D tax credit support without unnecessary complexity.
For firms that need a specialized R&D tax credit partner to support clients without disrupting the relationship, timeline, or advisory process.
For companies developing products, improving processes, building software, or solving technical challenges that may qualify for the R&D tax credit.
Precision, Integrity,
and Real Results
Too often, R&D credit studies are completed by generalist accountants who miss significant opportunities. Navatus specializes exclusively in R&D tax credits, which means deeper expertise, better documentation, and credits that hold up under scrutiny.
We work on R&D credits every day, not as a side practice, but as our complete focus.
Every study we deliver is built to withstand IRS scrutiny at the highest standard.
A Clear, Collaborative Process
Intro Call
We learn about your business, firm, needs, and potential R&D credit opportunities.
Opportunity Review
We identify where R&D tax credit support may apply and whether a deeper analysis makes sense.
Documentation and Strategy
We guide the technical review, documentation process, and credit calculation with clarity.
Delivery and Support
You receive a polished work product with the support needed to move forward confidently.
Insights for Forward-Thinking Teams
Form 6765 Changes and What the New R&D Disclosures Require
The most significant change to Form 6765 is a new Section G that asks businesses claiming the R&D tax credit to report qualified research expenses
Using the R&D Tax Credit to Offset Payroll Taxes
If your company is pre-revenue or not yet profitable, you can still benefit from the R&D tax credit by applying it against your payroll taxes
R&D Tax Credits for Software and Technology Companies
Many software and technology companies qualify for R&D tax credits but never claim them, assuming their work isn’t novel enough to count. The federal R&D
Does Your Work Qualify?
To claim the R&D tax credit, qualifying activities must generally meet four criteria:
- Permitted Purpose — The work must aim to develop or improve a product, process, software, technique, formula, or invention.
- Technological in Nature — The activity must rely on principles of physical science, biological science, computer science, or engineering.
- Elimination of Uncertainty — The work must seek to resolve technical uncertainty about capability, method, or design.
- Process of Experimentation — The activity must involve evaluating alternatives through modeling, simulation, testing, prototyping, or other technical analysis.
Ready to Recover the Credits
Your Innovation Has Earned?
Schedule a no-obligation conversation with a Navatus specialist. We’ll assess your activities, estimate your potential credit, and tell you exactly what to expect.