In a world increasingly driven by automation, it’s tempting to turn to Artificial Intelligence (AI) powered solutions for complex tasks, even something as nuanced as claiming R&D tax credits. While AI can be a powerful tool, when it comes to maximizing your R&D tax credit claim, human expertise of a trusted advisor is not just beneficial – it is essential.

The R&D tax credit is inherently complex, requiring a deep understanding of IRS regulations, evolving legal interpretations, and meticulous documentation of qualified research activities. While AI can rapidly scan data, it lacks the critical thinking and nuanced judgment needed to interpret tax law correctly. AI-generated errors — or “hallucinations” — can mislead claims, triggering penalties, interest, and increased audit risk.

Here’s why companies choose KBKG over AI-only solutions for R&D tax credits:

1. Expert Interpretation of IRS Rules

The IRS’s view on qualified research activities is constantly evolving. Our seasoned R&D tax professionals understand these nuances and tailor your claims to align with current guidance – something AI simply cannot match.

2. Comprehensive Credit Maximization

Beyond just processing data, KBKG’s experts uncover overlooked activities, structure claims strategically, and align tax strategies with your broader business goals — ensuring no opportunity is left on the table.

3. Audit Defense and Support

If the IRS questions your claim, you need more than a report – you need an advocate. KBKG defends your position, responds to complex inquiries, and protects your credit with experience that AI solutions simply don’t offer.

4. Long-Term Strategic Partnership

R&D tax credits aren’t a one-off event. By building a relationship with KBKG, you gain ongoing insights and support that adapt with your business year after year — a level of service AI platforms can’t replicate.

5. Context-Driven Strategy, Not Just Data

Your business is unique. KBKG advisors take the time to understand your industry, your innovations, and your challenges — crafting stronger, more defensible claims backed by real-world context.

The Bottom Line

While AI can support basic processes, it cannot replace the expertise, judgment, and personalized attention that KBKG brings to your R&D tax credit strategy. Don’t leave valuable credits — and audit protection — to chance.

Partner with KBKG. Maximize Your R&D Tax Credits. Protect Your Bottom Line.