R&D Tax Credit Insights

Many software and technology companies qualify for R&D tax credits but never claim them, assuming their work isn’t novel enough

R&D tax credit studies should be done every year because qualifying activities, expenses, and documentation requirements shift annually, and the

CPA firms should expect an R&D tax credit partner to own the heavy lifting on data gathering, deliver audit-ready documentation,

Activities that may qualify for the R&D tax credit involve technical problem-solving aimed at improving a product, process, software application,

Tracking qualifying R&D activity comes down to five steps. Identify projects that meet the IRS four-part test, log the technical