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Why R&D Tax Credit Studies Should Be Done Every Year
R&D tax credit studies should be done every year because qualifying activities, expenses, and documentation requirements shift annually, and the
June 7, 2026
— INSIGHTS & RESOUCES
Practical perspectives on Section 41 strategy, IRS compliance, and specialty tax advisory — written for accounting professionals, not accountants.
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
Monthly R&D credit updates, IRS alerts, and strategy notes — written for accounting professionals.
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