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Our R&D Tax Credit Process
We begin by learning about your business, industry, projects, and potential qualifying R&D credit activities, and we determine whether a deeper review makes sense.
Navatus works with your team to collect financial data, project information, employee details, and available contemporaneous documentation that may aid the study.
We interview key personnel to understand the technical work performed, identify qualifying activities, and connect those activities to the requirements of the R&D tax credit.
Our team organizes the qualified activities and expenses, prepares the credit calculation, and builds the study documentation.
Navatus coordinates with your CPA firm, tax advisor, or internal tax team so the credit can be reflected in the appropriate filing process.
Rather than waiting until year-end, Navatus can work with your team throughout the year to identify qualifying research activities, improve documentation practices, and address technical questions as they arise. This proactive approach can help streamline the annual study process and strengthen credit support.
OUR PROCESS
How a Navatus R&D Study Works
From first conversation to filed credit — a streamlined process designed to minimize the burden on your firm and your client, while maximizing the defensibility of the result.
We connect with you and your client to understand the business and where specialty tax opportunity may exist. No commitment required.
-30-45 MIN
-NO-COST
-CPA attends or we handle it
We assess qualifying activities against the IRS four-part test and provide an estimated credit range before your client commit
-No fee
-Federal + state assessment
-Written summary provided
Our team interviews technical personnel and reviews existing records. We own this process so the burden on your client remains low.
-We collect data
-Minimal client time
-Engineering + finance tracks
We calculate qualified expenses and produce a comprehensive engineering-based study report and all required IRS forms.
-Full engineering report
-IRS Form 6765
-State forms included
-CPA-ready package
Navatus stays engaged through the year — monitoring activity, advising on credit landscape changes, and conducting annual studies.
-Year-round access
-Annual study cadence
-Audit defense included
Your Clients Are In These Industries. So Are We.
R&D credits reach further than most CPA firms realize. If your clients are building, improving, or engineering anything — there’s a strong case to review.
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.
01
Manufacturing
Manufacturers may qualify when they develop or design new products, improve production systems, test materials, reduce waste, improve efficiency, or solve production challenges.
02
Software and Technology
Software and technology companies may qualify for activities related to platform development, system architecture, feature enhancements, performance improvements, integrations, automation, security improvements, and testing.
03
Engineering
Engineering firms often perform qualifying work through design development, modeling, testing, prototyping, and problem-solving.
04
Architecture and Construction
Architecture and construction companies may have opportunities when they develop designs, improve building systems, test methods, solve site-specific challenges, or support complex project delivery.
05
Food and Beverage
Food and beverage companies may qualify when they develop new formulations, improve shelf life, test ingredients, refine production methods, improve packaging, or solve quality and consistency challenges.
06
Life Sciences and Medical Devices
Life sciences and medical device companies may have qualifying activities tied to product development, testing, formulation, prototype refinement, process validation, and design improvements.
07
Agriculture and Agribusiness
Agriculture and agribusiness companies may qualify when they test growing methods, improve equipment, develop products, refine workflows, or solve challenges related to yield, quality, efficiency, or production.
08
Aerospace and Defense
Aerospace and defense companies often perform technical design and development, testing, engineering, materials evaluation, and operations improvement work.
09
Distribution and Logistics
Distribution and logistics companies may have qualifying activities related to software development, automation, routing systems, workflow improvements, equipment modifications, and workflow optimization.