Your undiscovered tax credit.
Under IRC §41, businesses that invest in developing or improving products, processes, or software may reduce their federal tax liability through the R&D tax credit. Our platform determines whether you qualify and produces the documentation to claim it.
Takes 2–3 minutes · No account required · Federal estimate only
Plain English, no jargon.
The R&D tax credit under IRC §41 directly reduces your federal tax liability, dollar for dollar. It is not a deduction against taxable income. Qualifying startups may also apply it against payroll taxes.
If your team spent time developing, testing, or improving a product, process, formula, or piece of software, those activities may meet the IRS four-part test for qualified research.
Most eligible businesses never claim the credit because the substantiation requirements are complex. Our platform guides you through expense entry, calculates your credit under IRS rules, and produces the forms and narrative your accountant needs.
This includes products, processes, software, formulas, techniques, or inventions — whether for your own use or to sell/license to others.
Preliminary estimate only · Federal tax purposes only · Not tax advice
Three documents, ready for your accountant.
A pre-filled Credit for Increasing Research Activities form with your qualified research expenses calculated under both the Regular and Alternative Simplified Credit methods.
A detailed analysis of each R&D project describing how it meets the IRS four-part test: business component, technological uncertainty, process of experimentation, and technological in nature.
A summary of your claim with credit calculations, QRE breakdown, methodology used, and next steps for filing with your tax return.
Calculator to documents in four steps. No calls, no meetings.
Use the free calculator above to see if you qualify and estimate your credit range.
Create an account and enter your R&D projects, employees, costs, and supporting details.
The platform computes your qualified research expenses and calculates your credit.
Download your Form 6765, Technical Narrative, and Finalization Letter. Hand them to your accountant.
In-depth guides to help you understand your eligibility and maximize your credit.
The IRS four-part test explained, with examples of qualifying and non-qualifying activities.
Which wages, supplies, and contractor costs count as QREs under IRC Section 41.
How software companies qualify for the R&D credit, including SaaS, internal tools, and AI.
How startups can apply up to $500,000 of the R&D credit against payroll taxes.
Line-by-line overview of the IRS form used to claim the R&D tax credit.
How Section 174 R&E expense rules interact with the Section 41 R&D tax credit.
What records the IRS expects you to maintain to substantiate your R&D credit claim.
Comparing the two IRS-approved methods for calculating the R&D tax credit.
How to claim the R&D credit for prior tax years you may have missed.
Simple, aligned with your outcome.
A success fee, not a flat rate. You pay after your credit is calculated and before your documents are released. The calculator above is free, no account required.
Common questions about the R&D tax credit and our platform.
Activities that meet the IRS four-part test: they must relate to a business component, involve technological uncertainty, require a process of experimentation, and be technological in nature (relying on engineering, computer science, biological science, or physical science). This includes software development, manufacturing process improvements, product design, and more.
Many businesses qualify without realizing it. If your team spent time developing, testing, or improving products, processes, formulas, or software, you may be eligible. Use the calculator above to find out in three minutes.
Qualified research expenses (QREs) include W-2 wages for employees performing or supervising qualified research, supplies consumed in R&D, and 65% of contractor payments for qualified research performed on your behalf.
Payroll records, project descriptions, timesheets or time estimates for R&D activities, contractor invoices, and supply receipts related to R&D. The platform tells you exactly what to upload.
Yes. You can file amended returns to claim the R&D credit for prior tax years within the statute of limitations. The platform supports claims for multiple tax years.
Traditional R&D tax credit studies involve weeks of back-and-forth with consultants, interviews, and high fixed fees. Our platform guides you through entering your R&D projects, employees, and costs, then calculates your credit and generates the required documents. Our calculations follow IRS guidelines for the Section 41 R&D tax credit.
The IRS requires that qualifying research activities satisfy four criteria: (1) the work must relate to a new or improved business component, (2) there must be technological uncertainty about the capability, method, or design, (3) the taxpayer must engage in a process of experimentation, and (4) the research must be technological in nature, relying on principles of physical or biological science, engineering, or computer science.