R&D Tax Services

We offer four specialized services to help your business maximize federal and state R&D tax benefits — from immediate expensing under Section 174A to retroactive credit recovery.

Schedule Assessment

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174A Expensing

The One Big Beautiful Bill Act permanently restored full immediate expensing for domestic R&D under new Section 174A. Deduct every dollar in the year you spend it.

R&D Tax Credits

The Section 41 R&D tax credit provides permanent, real savings. Unlike the deduction, unclaimed credits are lost forever. We calculate and claim credits retroactively for up to 3 prior years.

State R&D Credits

Many states offer their own R&D credit programs that stack on top of federal savings. California, for example, uses a modified ASC method. Each state has different rules and rates.

Retroactive Recovery

We review your past tax returns to identify R&D credits that were never claimed. Small businesses under $31M can also retroactively apply Section 174A to 2022-2024 returns by July 6, 2026.