Unlock the Power of the R&D Tax Credit
Research & Development (R&D) Tax Credit
Are you leaving money on the table? The Research & Development (R&D) Tax Credit is one of the most powerful corporate tax incentives in the U.S.—and chances are, your business qualifies. At Fortress Wealth, our R&D Tax Credit Services Team helps companies identify eligibility, maximize claims, and secure the dollar-for-dollar savings they deserve.
What is the R&D Tax Credit?
The R&D Tax Credit is among the largest federal and state corporate tax benefits in the Internal Revenue Code. Additional State Tax Credits in more than 30 states, it rewards businesses and Healthcare Practices that design, develop, or improve products, software, or processes. There’s no cap on the amount you can claim, and credits can often be carried back one year or forward to future years, creating powerful flexibility.
Overview
Maximize your innovation investments through strategic tax incentives.
Research and Development (R&D) tax credits provide valuable incentives for companies investing in innovation and technological advancement.
These powerful tax incentives can significantly reduce your tax liability, improving cash flow and enabling further investment in your business's growth and development.
Our specialized team at Battle Born Capital Advisors coordinates with outside experts who have extensive experience identifying qualifying activities and documenting claims to maximize available credits while ensuring compliance with all regulatory requirements.
Our Coordination Process
Discovery
Analysis & Documentation
Analysis & Documentation
Our team works with outside experts to perform a comprehensive review of your business activities to identify potentially qualifying R&D projects and expenditures.
Analysis & Documentation
Analysis & Documentation
Analysis & Documentation
We coordinate with specialists who thoroughly analyze qualifying activities and expenses, developing robust documentation to support your R&D tax credit claim.
Calculation & Filing
Analysis & Documentation
Calculation & Filing
Our coordinated experts calculate your eligible credit amount and prepare all necessary forms and supporting documentation for filing with your tax return.
Defense & Support
Analysis & Documentation
Calculation & Filing
We provide ongoing coordination, including audit defense if necessary, to ensure your R&D tax credit claim is properly substantiated.
Frequently Asked Questions
What activities qualify for R&D tax credits?
Qualifying activities generally include those intended to develop new or improved products, processes, software, techniques, formulas, or inventions that result in new or improved functionality, performance, reliability, or quality.
What industries typically benefit from R&D tax credits?
While healthcare, manufacturing, software, and technology companies often benefit, R&D credits are available to businesses in virtually any industry that develops new or improved products, patient care, processes, or software.
How far back can we claim R&D tax credits?
Generally, claims can be filed for the current tax year and up to three years back for previously filed returns, depending on when the original returns were filed. .
What documentation is required to support an R&D tax credit claim?
Proper documentation includes project records, payroll records for involved employees, supporting calculation of supplies and contractor expenses, and technical documentation demonstrating the research process.
