Clients & Industries We Serve
Whether you’re a business pursuing R&D tax credits or an accounting & advisory firm supporting your clients, Navatus provides the expertise and structure needed to identify, document, and claim valuable research credit opportunities.
Businesses
Accounting & Advisory Firms
Navatus provides R&D tax credit services to accounting & advisory firms and businesses in industries where teams are developing, improving, testing, or refining products, processes, systems, and technical methods. We work with companies in manufacturing, software and technology, engineering, architecture and construction, food and beverage, life sciences, agriculture, aerospace, industrial services, distribution, logistics, and other innovation-driven fields.
- Manufacturing & Distribution
- Software & Technology
- Architecture & Construction
- Food & Beverage
- Agriculture
- Engineering & Logistics
- Aerospace
R&D Tax Credit Guidance for Accounting & Advisory Firms
Accounting & advisory firms often know when a client may have an R&D credit opportunity, but they may not have the internal time, specialty knowledge, or data-gathering capacity to complete the study efficiently. We work as an extension of your firm’s team by handling the R&D tax credit workflow with responsive communication, organized requests, and clear documentation. Our goal is to make the process easier for everyone.
R&D Tax Credit Guidance for Businesses
Many companies perform work that may qualify for R&D tax credits without realizing it. Our role is to help businesses understand where those opportunities may exist and what information is needed to support them. We identify potentially qualifying activities, organize data, review technical details, and prepare documentation that connects the work performed to the credit calculation.
We work as an extension of your team by handling the R&D tax credit workflow with responsive communication, organized requests, and clear documentation. Our goal is to make the process easier for your team and your clients.
Industries That May Benefit From R&D Tax Credits
R&D tax credit opportunities often show up in industries where teams are asked to solve practical technical problems. The work may not always be labeled as research, but it may still involve testing, design iteration, and the evaluation of alternative approaches to resolve technical uncertainties.
Manufacturing
Software and Technology
Engineering
Architecture and Construction
Food and Beverage
Life Sciences and Medical Devices
Agriculture and Agribusiness
Aerospace and Defense
Distribution and Logistics
How We Support Clients with R&D
Navatus supports two primary client paths: accounting & advisory firms that need a specialty R&D credit partner for client engagements, and businesses that want to evaluate, document, and pursue their own R&D tax credit opportunities. Both paths benefit from a clear process, organized documentation, and proactive communication, but the support is structured around different needs.
For Accounting & Advisory Firms
Navatus helps accounting & advisory firms bring specialty R&D credit expertise to clients while protecting the advisory relationship. We can provide guidance for opportunity reviews, client conversations, data gathering, documentation, and study preparation. Our team works behind the scenes or alongside your firm, depending on the engagement structure. The goal is to help you provide strong client service without adding unnecessary burden to your internal team.
For Businesses
Businesses often want a clear understanding of whether their organization may have R&D tax credit opportunities and what pursuing those opportunities may involve. Navatus helps evaluate the activities performed, the technical challenges addressed, and the improvements developed by your team. We then guide the process from initial assessment through data gathering, study preparation, and coordination with your existing advisors as appropriate.
Why Accounting & Advisory Firms and
Businesses Work With Navatus
Businesses and accounting & advisory firms work with Navatus because they need a team that communicates clearly, understands the substantiation requirements, and keeps the engagement moving.
R&D tax credit studies often require input from people who do not live in the tax world every day, including engineers, software developers, operations teams, project managers, and business owners. Navatus translates all of the information into a clear, organized process so the right details are captured without overwhelming the client’s team. For accounting & advisory firms, that same approach supports client service while keeping your relationship at the center of the engagement.
Talk with Navatus About R&D Tax Credit Support
You do not need to have every answer before reaching out. Navatus can talk through what may be possible and what steps make sense from here.