Research & Development Tax Credit Studies

R&D TaxCredits

The R&D Tax Credit is one of the most valuable and most underutilized credits in the tax code. Most businesses doing qualifying work have no idea they're eligible.

20% Credit on Qualifying Spend
Home Services R&D Tax Credits
What It Is

The Research & Development Tax Credit (Section 41) provides a dollar-for-dollar reduction in federal income tax — not just a deduction — for businesses engaged in qualifying research activities. This includes developing new products, improving existing processes, writing custom software, and conducting technical experimentation. Many industries that don't think of themselves as doing 'research' — construction, manufacturing, food processing, and professional services — qualify. Innovate Real Estate's R&D Credit studies are built to withstand IRS scrutiny.

How It Works

Our process is thorough, IRS-compliant, and built around your schedule.

01

Qualification Assessment

We evaluate your activities against the four-part IRS test: technological in nature, elimination of uncertainty, process of experimentation, permitted purpose.

02

Qualified Research Expense (QRE) Identification

We identify wages, supplies, and contract research costs that qualify as QREs, often uncovering expenses companies never thought to include.

03

Credit Calculation

We calculate your credit under both the regular credit method and the alternative simplified credit (ASC) to maximize your benefit.

04

Documentation Package

We prepare a comprehensive contemporaneous documentation package that satisfies IRS audit requirements.

Key Benefits

What you gain by working with Innovate Real Estate on r&d tax credits.

Dollar-for-Dollar Credit

Unlike deductions, credits reduce your tax bill directly — $1 of credit = $1 less in taxes owed.

Carry Forward 20 Years

Unused credits carry forward up to 20 years — nothing is wasted.

Payroll Tax Offset

Startups with no income tax liability can apply the credit against payroll taxes (up to $500K/year).

State Credits Available

Most states offer their own R&D credit — we capture both federal and state credits simultaneously.

Retroactive Claims

Credits can be claimed retroactively for open tax years (typically 3 years) via amended returns.

No Risk to Core Operations

Claiming the credit doesn't change how you run your business — it rewards what you're already doing.

Who Qualifies

Is This Right for You?

  • Manufacturers developing new or improved products or processes
  • Construction and engineering firms doing design experimentation
  • Software developers writing custom applications
  • Food and beverage companies developing new formulations
  • Medical device and life sciences companies
  • Any business testing, prototyping, or improving technical processes

Find Out What You Could Save

Submit your property details and we'll prepare a free estimate of your potential tax savings — no obligation.

Request Free Proposal

Common Questions

We're not a tech company — do we qualify?

Probably. The R&D credit is industry-neutral. If your team is solving technical problems, testing new approaches, or developing proprietary processes, you likely qualify.

What is the 'four-part test'?

Activities must be: (1) technological in nature, (2) intended to eliminate uncertainty, (3) involve a process of experimentation, and (4) related to a permitted purpose (new/improved functionality, performance, reliability, or quality).

How far back can we go?

Generally 3 years for amended returns — but open years vary by situation. We assess your specific history.

What documentation do I need to keep?

Project records, time logs, payroll records, supply receipts, and technical documentation. We provide a protocol for maintaining this going forward.

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