Claim Your R&D Credit

Developing something new, improved, or enhanced? Get credit for your work! From start-ups to midsize businesses and beyond, the government (federal and many states) provides hundreds of billions of dollars in benefits each year to promote innovation in the US.

See if you qualify! Contact us for a free assessment.

What is the
R&D Tax Credit?

What is the R&D Tax Credit?

The R&D Tax Credit (Research and Experimentation (R&E) tax credit), is a federal benefit that provides companies dollar-for-dollar cash savings for performing activities related to the development, design, or improvement of products, processes, formulas, or software.

Use it to hire additional employees, increase R&D, expand facilities, and more. Depending on your company’s location, claim state R&D benefits too!

Industries that typically qualify include, but are not limited to:

Automobile

Architecture & Engineering

Aerospace

Brewery

Chemical & Formula

Fabrication

Food & Beverage

Foundry

Life Science

Machining

Manufacturing

Software Development / Technology

Tool & Die Casting

Winery & Vineyard

What are the Potential Benefits of the R&D Tax Credit

There are several benefits to realizing the R&D tax credit. These benefits can include the following:

Receive up to $0.12 - 0.16 of federal and state R&D tax credits for every qualified dollar

Improve cash flow

Create a dollar-for-dollar reduction in your federal and state income tax liability

Increase earnings-per-share

Perform look back studies to recognize unclaimed credits for open tax years (generally 3 or 4 years)

Carry forward the credit up to 20 years

Utilize the federal R&D tax credit against payroll tax (applicable to certain startup companies)

Reduce your effective tax rate

How to Know if You Qualify

Qualified research activities are defined by the four-part test outlined below:

Technological in Nature

Activities must fundamentally rely on the principles of physical or biological science, engineering, or computer science.

Permitted Purpose

Activities must be performed in an attempt to improve the functionality, performance, reliability, or quality of a new or existing business component.

Eliminate Uncertainty

Activities intended to discover information that could eliminate technical uncertainty concerning the development or improvement of a product.

Experimentation

All of the activities must include a process of experimentation including testing, modeling, simulating and systematic trial and error.

Why Choose KBKG

Former IRS Engineers
on Staff

Former Big 4
Principals

Sec. 174 Expenditures
Compliance

Flexible Pricing
Options

Payroll Credit

Up to $500k for Startups with the Payroll Credit

Startups with gross receipts less than $5 million can take advantage of up to $500k in payroll tax credits!

Claim your R&D Tax Credit!

The only part of your
strategy that’s a no brainer.

The only part of your strategy that’s a no brainer.

Contact us for an assessment and see what you may be entitled to for developing something new or improved. You can significantly improve your cash position with this valuable tax benefit!

About KBKG

Established in 1999 with offices across the US, KBKG has helped businesses, and their CPAs unlock over $11 billion of tax credits and incentives. Comprised of engineers, attorneys, and tax experts, KBKG is not owned by or affiliated with any CPA firm. Focusing exclusively on value-added services that complement traditional tax and accounting capabilities—such as R&D Credits, Energy Tax Incentives, and Cost Segregation—KBKG delivers quantifiable benefits. The ability to work seamlessly with various teams is why thousands of tax professionals and businesses across the nation trust KBKG.