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R&D Tax credits can be complicated.

We make the complicated program easy.

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Capture The Tax Savings You Already Earned.

The R&D Tax Credit Program is a valuable incentive that encourages innovation and investment in research and development activities by reducing federal income tax liabilities for eligible businesses. It plays a vital role in fostering technological advancement and economic growth in the United States.

We maximize the "Good to Grief" ratio, giving you significant ROI!
We’re trusted by hundreds of companies and have amazing relationships with our partners across the country. We work to not only maximize the value of the credits but also minimize the time it takes so that you can operate your business knowing where there is to handle what’s needed.

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Benefits of the R&D Credit

A hidden and immediate source of cash for many Companies.

Increase the market value, earnings power, and cash flow.

Create a significant reduction to current and future years tax liabilities.

Lower your company’s effective tax rate.

Tax Reduction

The primary benefit is a reduction in federal income tax liability. Businesses can use the credit to offset a portion of their tax obligations, reducing the amount they owe to the IRS.

Cash Flow Improvement

For eligible small businesses, the R&D tax credit can be applied against payroll taxes, which can provide a valuable source of cash flow. This is especially beneficial for startups and companies with limited taxable income.

Innovative Incentive

The credit serves as a powerful incentive for businesses to invest in research and development activities, fostering innovation, and technological advancement.

Competitive Advantage

The primary benefit is a reduction in federal income tax liability. Businesses can use the credit to offset a portion of their tax obligations, reducing the amount they owe to the IRS.

Job Creation

By encouraging R&D investment, the credit can contribute to job creation and economic growth, as businesses often hire more employees to support their research efforts.

Long-Term Benefits

The R&D tax credit promotes long-term success by helping companies develop and maintain a culture of innovation, adapt to changing markets, and stay competitive.

The Numbers Speak for Themselves

$110,000,000+

IN DIRECT R&D TAX REFUNDS

Qualify Using the "Four-Part Test"

Technological in Nature

The research must be technological in nature, involving the application of physical or biological sciences, engineering, or computer science. It should rely on the principles of these sciences and use systematic experimentation, testing, or other methods to achieve technological advancement.

R&D Frequently Asked Questions

Why does the government do this?

The government wants to keep innovation growing in the United States by incentivizing companies to develop projects by reducing the financial risk on projects where cost might prevent them from pursuing them.

How much do you charge?

Our service charge is based on a percentage of the credit recovered. We calculate and provide our fee with our free analysis. Since we are typically able to recover 10-20% more than someone less familiar with the program, our fee is very affordable. Just like a good CPA, using the right team for this process pays for itself.

Why haven't I heard about this?

You’re not alone, even though the credit has been around since 1981, it was typically reserved only for large corporations. It wasn’t until 2016 that the credit benefits were expanded, and reporting requirements burden reduced, opening the door for millions of additional companies that didn’t have access before.

Can my CPA do this?

Yes, they can, but most CPAs don’t have the resources or expertise needed to locate and capture the full value of your credits, which is why so many partners with specialists like us must handle that part of your return.

Is it worth the time?

Absolutely! Considering the positive impact on your cash flows or bottom line and that your assessment can typically be completed in 90 minutes (about 1 and a half hours), this is the reason why this credit scores very well on something we call the “Good to Grief Ratio” which measures the value you receive vs. the time you must put in to get that value.

I'm a CPA/payroll company, can I refer my clients to DUB Financial?

Yes. We also offer a referral/affiliate program. To learn more contact us.

How does it benefit me?

This dollar-for-dollar credit can be claimed up to three years back, bringing in cash for those years, immediately helping any cash needs, and can be carried forward 20 years, reducing future taxes and therefore increasing your profitability and valuation. There is no limit on income tax credits, and we can go up to 1.25 million in payroll taxes for startups.

How do I know if I qualify?

Contact us, and our experts will prescreen the business to help determine if you qualify before you spend any time going through our process.

If I claim the credit, can I still expense it?

Yes, you get to double dip! Meaning you can expense the items like you normally would while also claiming the credit to get additional benefits.

Isn't the R&D credit just for tech or scientific companies?

No. It’s for all types of companies, many that don’t even realize are eligible.

Is the payroll benefit only for startups or small businesses?

No. It just needs to have:

  • Gross receipts are less than $5 million in the taxable credit year.

  • No gross receipts for any taxable year preceding the 5-taxable year period ending with the taxable credit year.

  • R&D payroll tax credit can be used in that year.

  • So even companies that have been around for more than five years and have spent billions of dollars to develop or improve any component could be eligible.

What is the 4-part test, and what activities qualify?

The 4-part test consists of the 4 primary attributes used to determine if an activity qualifies for credit. Each activity needs to have:

  • Qualified purpose

  • Technological uncertainty

  • Process of experimentation

  • Technological in nature

In other words, these activities must attempt to create or improve the process, have uncertainty on whether it will be a success or failure, be technical in nature, and have a process of experimentation.

Still Have Questions?

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Susan Holt

sholt@appreciationfinancial.com

314-974-7929

Scott Holt

scottholt@appreciationfinancial.com

513-504-4006

Sydney Holt

sydholt@appreciationfinancial.com

314-420-9161

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