R&D tax credit: are you leaving $50k-$500k on the table?

Most CPAs do not specialize in R&D credit. Specialists recover 2-5x more credit per engagement.

1. Industry?

Software / SaaS / AI Biotech / pharma / medical device Manufacturing / industrial process Architecture / engineering / construction Other

2. Revenue?

Pre-revenue / under $1M $1M - $20M $20M - $100M $100M+

3. R&D activities?

Software development / new features Lab / wet bench / clinical trials New manufacturing process / prototyping Engineering design for clients

4. Have you claimed R&D credit before?

No, first time looking CPA filed something but I'm not sure it's optimized Used a specialist; shopping around

5. Other tax incentives in scope?

Cost segregation on real estate 179D / 45L energy-efficient buildings Just R&D for now

Name: Work email:

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Specialist fit by industry

Industry / situation	Best fit	Why
Software / SaaS / AI	Source Advisors	Software-heavy practice; structured documentation for activities
Manufacturing + cost seg overlap	KBKG	Strongest combined R&D + cost seg + 179D bench
Biotech / pharma / device	alliantgroup	Deep technical engagements on lab-based research
Architecture / engineering / multi	Engineered Tax Services	Multi-discipline; engineering-led documentation

FAQ

What about ERC (Employee Retention Credit)?: We do not refer ERC engagements. The market is post-fraud era and the IRS is auditing aggressive promoters. R&D credit is the cleaner play and runs on a different statute.
What does this typically cost?: Most specialists work on % of credit recovered (15-25%) or fixed fee. Net to you: more credit than your CPA would have found, minus the fee.
How long does it take?: 4-12 weeks depending on the size of the study. Federal credit, plus state where applicable (CA, TX, NY, others).

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