R&D Tax Credit Study

Are you a provider?

What it’s worth

Dollar-for-dollar credit against income tax (or up to $500k against payroll tax for eligible small businesses).

How often you need it

Claimed per tax year; can often be captured for open prior years.

What you provide

Provide payroll, project descriptions, and expense detail; ~3–6 weeks of provider work.

Risks to know

Documentation-sensitive; funded or non-U.S. work may not qualify.When it matters: At filing and on audit (Form 6765).

Helpful reading

• The four-part test
• Qualified research expenses
• Payroll-offset election for startups