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Innovation Tax Incentives
R&D Tax
Credits
Maximize your innovation investments with R&D tax credits for qualifying research and development activities. Available across multiple industries.
Average Credit Value
250,000+
Per claim on average
ROI
15x
Average return on investment
Time to Complete
3-4 weeks
For most companies
Key Benefits
Why Choose R&D Tax Credits?
Transform your innovation investments into substantial tax savings with our expert R&D tax credit services
Average Credit
$125,000
Per claim across industries
Success Rate
95%
Claims approved
Time Saved
40+
Hours per claim
Qualification Process
The Four-Part Test
Understanding the IRS criteria for qualifying research and development activities
New or Improved
Development of new or improved business components including products, processes, software, techniques, formulas, or inventions.
Technological in Nature
Activities must rely on hard sciences such as engineering, physics, biology, computer science, or chemistry.
Uncertainty Elimination
Research conducted to eliminate uncertainty regarding capability, methodology, or appropriate design.
Experimentation Process
Systematic evaluation of alternatives through modeling, simulation, trial and error, or other methods.
Industry Coverage
Qualifying Industries
R&D tax credits are available across a wide range of industries where innovation and technical development occur
Manufacturing
Innovative production processes and product development
- New product development
- Process improvements
- Automation integration
- Quality control systems
- Typical Savings: 25-35%
Software Development
Cutting-edge software solutions and technologies
- Custom software creation
- Integration testing
- Cloud architecture
- Mobile app development
- Typical Savings: 25-35%
Life Sciences
Groundbreaking research and medical innovations
- Clinical trials
- Drug development
- Medical device design
- Biotech research
- Typical Savings: 25-35%
Engineering & Architecture
Technical design and construction innovations
- Structural design optimization
- Building system improvements
- Energy efficiency solutions
- Construction method development
- Typical Savings: 20-30%
Agriculture & Food
Groundbreaking research and medical innovations
- Crop yield improvements
- Food processing innovation
- Packaging development
- Agricultural equipment design
- Typical Savings: 15-25%
Energy & Environment
Sustainable energy and environmental solutions
- Renewable energy systems
- Emission reduction technology
- Waste management solutions
- Energy storage development
- Typical Savings: 25-40%
Don't see your industry? Many other industries may qualify. Contact us to learn more ➝
State & Federal Credits
Maximize Both Federal and State R&D Credits
In addition to federal R&D tax credits, over 35 states offer their own R&D incentives, allowing you to significantly increase your total tax savings.
Federal R&D Credit
- Up to 14% of qualified research expenses
- Can offset AMT and payroll taxes
- Carry forward for up to 20 years
- Available for open tax years
State R&D Credits
- Additional 3-15% credit in most states
- Some states offer refundable credits
- Stackable with federal credits
- State-specific qualification criteria
States Offering R&D Tax Credits
High Value:
• California (15%)
• Massachusetts (10%)
• New York (9%)
Refundable:
• Connecticut
• Illinois
• New Jersey
Growing Programs:
• Texas
• Pennsylvania
• Georgia
Also Available:
• Arizona
• Maryland
• 25+ more states
Documentation Required
What You'll Need for Your R&D Tax Credit Claim
Proper documentation is crucial for a successful R&D tax credit claim. Our experts will guide you through gathering the necessary records.
Financial Records
- Payroll records and W-2s
- Time tracking reports
- Contractor/consultant invoices
- Supply and material costs
Technical Documentation
- Project documentation
- Design documents & specs
- Testing protocols & results
- Patents or patent applications
Business Records
- Organizational charts
- Meeting notes & emails
- Progress reports
- Product development timelines
Don't worry if you don't have everything! Our team will help you identify and organize the documentation you need.
Our Process
Your R&D Tax Credit Journey
From initial consultation to credit realization, we handle every step of the process
Week 1
Initial Consultation
Free assessment of your R&D activities and potential credit value
Week 1-2
Documentation Gathering
Collect financial records, technical documentation, and project details
Week 2-3
Technical Analysis
Our engineers review and qualify your R&D activities
Week 3-4
Credit Calculation
Detailed computation of federal and state R&D tax credits
Week 4
Report Delivery
Comprehensive documentation package ready for filing
- Average Timeline: 3-4 Weeks
Retroactive Claims
Claim Credits for Previous Years
Did you know you can claim R&D tax credits retroactively? Recover missed opportunities from past years.
Retroactive Claim Benefits
Years Back
Amend returns up to 3 years from filing date
Immediate Refunds
Receive cash refunds for overpaid taxes
No Audit Risk Increase
Properly documented claims don't increase audit likelihood
Act Now - Time is Limited
2021 Tax Year
2021 Tax Year
2022 Tax Year
1 Year Left
2023 Tax Year
2 Years Left
Quick Estimate
R&D Tax Credit Calculator
Get an instant estimate of your potential R&D tax credit savings
Professional Calculator Coming Soon
We're developing a comprehensive R&D tax credit calculator that will provide you with accurate estimates based on your specific business activities and expenses.
What the Calculator Will Include:
- Federal & state credit estimates
- Multi-year projections
- Industry-specific calculations
- Retroactive claim potential
In the meantime, our experts are ready to provide you with a free, personalized R&D tax credit assessment.
Common Questions
Frequently Asked Questions
Get answers to the most common questions about R&D tax credits
What is the R&D Tax Credit?
The R&D tax credit offers a dollar-for-dollar reduction in a company's tax liability, or payroll taxes, aiming to encourage innovation and technological advancements in the U.S. It is calculated based on a company's eligible wages, technical consultants, and consumables for experimentation. The federal tax credit averages 14% of eligible costs.
Do I Qualify?
R&D incentives are available for a variety of activities and expenses. These include software development, payroll expenses related to R&D activities, the creation of new manufacturing processes, and product innovation. Activities that would otherwise be considered 'day-to-day operations,' such as designing new products or analyzing market trends, may be eligible under this credit!
What is the Four-Part Test?
To qualify, the IRS has a four-part test: 1) New or Improved Business Component, 2) Activities Technological in Nature, 3) Elimination of Uncertainty, and 4) Process of Experimentation. Most companies don't realize their current development and research activities might already qualify.
Do Start-Ups Qualify?
Yes! R&D incentives can be ideal for startups—particularly those of a technical nature, such as in the fields of computer science or pharmaceuticals. The credits can deliver a financial windfall to qualifying taxpayers.
Still have questions? Our tax experts are here to help.
Client Success Stories
What Our Clients Say
Hear from industry leaders who have maximized their R&D tax benefits with our expertise
"We work with Kimberly Lochridge and her expertise and work-product is top notch. They are our #1 resource for Tax Credit Studies for all of our clients."
Andrew Krowne
Krowne Certified Public Accountants
⭐⭐⭐⭐⭐
"I wanted to thank you for the tax credit work you have done for several of the firm's clients. The results have been very favorable and have resulted in significant tax benefits."
Lewis B. Kevelson
Rachlin LLP
⭐⭐⭐⭐⭐
"I have worked with Engineered Tax Services for approximately two years and feel that they are the best in the business in terms of providing tax credit services."
Lou J. Fuoco
Fuoco Group, LLP
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Client Success Stories
Real Results, Real Impact
Discover how our engineering-based approach has helped innovative companies maximize their R&D tax credits
Real Estate
Cost Segregation Analysis for a Mixed-Use Commercial/Residential Property in Selma, Texas
Selma, Texas
First Year Savings
$3.639.910,89
Property Value
$36.399.108,9
View Case Study →
Healthcare
Cost Segregation Analysis for a Medical-Dental Office in Cheyenne, Wyoming
Cheyenne, Wyoming
First Year Savings
$127.217,78
Property Value
$1.272.177,8
View Case Study →
Hotel & Resort
Cost Segregation Analysis for a Hotel & Resort in Miami, Florida
Miami, Florida
First Year Savings
$1.678.500,45
Property Value
$16.785.004,5
View Case Study →
Nationwide Service
We Serve Clients Nationwide
Connect with your nearest ETS expert today to maximize your R&D tax credits.
Find Your Nearest Office
Our team of R&D tax credit specialists are strategically located throughout the United States, ensuring we can provide expert service no matter where your business is located.
Get Started Today
Ready to Maximize Your
R&D Tax Credits?
Join industry leaders who have discovered substantial tax savings through our expert R&D tax credit services. Our team is ready to help you navigate the process.
95%
Success Rate
$250K+
Avg. Savings
20+
Years Experience
1000+
Clients Served