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Case Study: Software Company Recovers $92,000 Through Retroactive Credit Filing

Case Study: Software Company Recovers $92,000 Through Retroactive Credit Filing

A growing SaaS company with a 14-person engineering team had never been advised to claim the R&D credit. A three-year retroactive study recovered $92,000 in federal and state credits.

Strategy
Mar 10, 2026
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Case Study: How a Precision Manufacturer Recovered $47,000 in R&D Credits

Case Study: How a Precision Manufacturer Recovered $47,000 in R&D Credits

A mid-size precision manufacturer had been developing custom tooling and improving production processes for years without ever claiming the R&D credit. A retroactive study uncovered $47,000 in federal credits across three tax years.

Strategy
Mar 10, 2026
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