Research and Development Tax Credit Services

The federal government recognizes that innovation has always been a driving force in the American economy. Through the Research and Development (R&D) Tax Credit (which has expired and been extended 15 times to date) companies can realize a net benefit based on a percent of qualified annual research expenditures that exceed a base amount. In addition to the federal credit, many states offer local R&D tax credits, with parameters that closely mirror the federal program. Despite these opportunities, many companies fail to realize the full benefit of R&D credits because they either don't understand the full range of activities and expenses that qualify or don't develop adequate supporting documentation to sustain the credits under IRS or state examinations.

If you engage in the following activities, you potentially qualify for R&D tax credits:

  • Developing new products
  • Improving existing products
  • Developing new or improved manufacturing or production processes
  • Developing new production equipment
  • Attempting to use new materials
  • Designing and fabricating tools and dies
  • Developing certain types of software

Our R&D tax credit specialists understand the nuances of the complex rules for qualification, have deep knowledge in the most credit-intensive industries, and have years of experience developing supportable tax credit claims. Our approach includes fully understanding your business and your research activities, scaling our tools and processes to fit your business, and partnering with you to ensure quality, minimize risk and make efficient use of everyone's time. We can help you maximize your investment in the future of your business.

Related Insights


Pilot model not deductible research costs without uncertainty

Resolving technical uncertainty is critical when determining whether or not a cost is a deductible research and development expenditure.

Are you leaving research tax credit money on the table?


Are you leaving research tax credit money on the table?

The research tax credit is a valuable tax savings opportunity. Ensure your business benefits by knowing the activity that may qualify.


Chief Counsel Advice disregards court opinion on research credit

CCA departs from prior guidance in its advice on the correct legal standard applicable to credit qualification of internal use software.


Nine research and development tax credit myths costing you money

Misconceptions about the federal research and development tax credit leave many companies paying more tax than required.


Patient-centered outcomes research fee on health plans

Plan sponsors have until July 31, 2016, to pay the patient-centered outcomes research fee on health plans for plan years ending in 2015.

Receive our tax newsletters by Email


How can we help you with business incentives?



RSM is a proud sponsor of the Tax Executives Institute

  • March 19, 2017


Partnership audits: What you should do now

  • March 22, 2017