R&D Tax Credit Services
Navatus provides R&D tax credit services for businesses and accounting & advisory firms that need a clearer, more organized way to evaluate, document, and pursue research credit opportunities.
R&D Tax Credit Experience
Technical & Financial Expertise
Audit-Ready Documentation
Qualification Through Filing
Navatus provides R&D tax credit services for businesses and accounting & advisory firms that need a clearer, more organized way to evaluate, document, and pursue research credit opportunities. Our team identifies potentially qualifying activities, gathers the right technical and financial information, prepares R&D credit studies, and conducts annual credit planning.
We work with companies directly and partner with accounting & advisory firms that want focused R&D tax credit solutions for their clients. In both paths, we bring structure, accuracy, and practical guidance to a process that can otherwise become difficult to manage.
- Discovery & Qualification
- Data Gathering
- Technical Review
- Credit Calculation & Study Preparation
- Filing Coordination
- Ongoing R&D Tax Credit Advisory
Bringing Clarity to the R&D Tax Credit Process
The R&D tax credit rewards businesses that invest in developing new or improved products, software, processes, technologies, and operational capabilities. To qualify, activities generally must involve technical uncertainty, a systematic process of experimentation or evaluation, and efforts to improve functionality, performance, reliability, or quality.
For many businesses, the challenge is not only determining whether the work may qualify. It is also gathering the information needed to reinforce the position. R&D credit claims often involve project details, employee time, supply costs, contract research costs, technical interviews, and contemporaneous documentation that connects the qualifying activities performed to the credit calculation.
Navatus helps clients and their advisors approach this work confidently and effectively. We ask practical questions, organize the process, and build support around the qualifying research activities and expenses included in the study.
What Our R&D Tax Credit Services Include
R&D Tax Credit Eligibility Review
Data Gathering and Client Interviews
Federal and State R&D Tax Credit Studies
Documentation and Support Packages
Year-Round Monitoring and Optimization
Audit Defense Support
OUR PROCESS
Our R&D Tax Credit Process
We begin the process 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.
We 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 streamlines the annual study process and strengthens credit support.
R&D Credit Support for Accounting & Advisory Firms
Accounting & advisory firms often identify clients that may benefit from the R&D tax credit, but they may not have the internal time, specialty focus, or technical resources to complete the study in-house. Navatus helps firms bring R&D tax credit services to clients without disrupting the advisory relationship.
We can support your team through opportunity reviews, client conversations, data gathering, technical interviews, credit studies, documentation, and audit support. Our team can work behind the scenes or alongside your firm, depending on how you prefer to manage the client relationship.
Navatus gives accounting & advisory firms a practical way to expand client service, address specialty tax opportunities, and provide clients with a process that is well-structured from the start.
R&D Credit Services for Businesses
Businesses come to Navatus when they need a clearer way to determine whether their activities may qualify for R&D tax credits. Some clients are exploring the credit for the first time. Others have claimed the credit before but want a more efficient system, stronger documentation, or year-round guidance.
Navatus helps your team understand what work may be relevant, what information is needed, and how the study fits with your current operations. We coordinate with your internal finance team, technical team, CPA firm, or tax advisor so the process feels manageable and well-supported.
Why Work with Navatus for R&D Tax Credits?
R&D tax credits can provide significant value, but identifying and supporting qualifying research activities requires a thoughtful and well-documented approach. Navatus helps businesses and advisors navigate the process through a structured methodology that emphasizes accuracy, clarity, and practical execution.
Our team works closely with technical, financial, and operational stakeholders to gather the information needed to support the credit. We organize that information into a clear and manageable framework that helps simplify the study process and strengthen the overall credit position.
Start with a Clear R&D Credit Review
You do not need to know whether every activity qualifies before reaching out. A thoughtful review can help your team understand where opportunities may exist, what information may be needed, and what next step makes sense.