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We help businesses access
the R&D tax credit

Are you in a white lab coat, working in a bio lab?

Chances are, you're not and neither are 99% of our clients...

Industries that commonly claim this credit:​​​

  • Agriculture

  • Architecture 

  • Engineering 

  • Construction 

  • Manufacturing

  • Software

Do you believe this credit is just for big business?

 

Annually, $17 billion in Federal Research and Development Tax Credits

are claimed by businesses across the United States.

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According to the Treasury, 82% of qualifying companies with $250 million or more in annual revenue claim this credit each year, but...

 

Companies with less than $50 million in revenue that otherwise qualify

 only capitalize on it 17% of the time.

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Why?

​

Simply put - awareness, education, and access prevent SMBs from taking 

advantage of this lucrative credit the way big business does. 

​

Tax Credit Collective is here to fix that. 

How to Access This Credit

Your business may be eligible if you have 
attempted to create or improve a:

Product

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Invention

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Process

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Software

Formula

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Technique

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Highlights of this often overlooked credit:

  • Based on a percentage of qualifying expenditures

  • Dollar for dollar credit to offset tax liability

  • Can claim a refund for prior years' taxes already paid

  • Many states have their own R&D credit  

  • Certain businesses can claim against the Alternative Minimum Tax

  • Qualified Small Businesses can use the credit to offset payroll tax

Our R&D Tax Credit Study Process
Our R&D Tax Credit Study Process

Phase 1 – Assess What Credits Are Available to You

  • This front-end assessment is at no cost to you.

  • We collaborate with your staff to collect the data we need while being respectful of your time.

  • We provide an estimate of your credits available and identify any issues to claiming them. 

  • We collaborate on your project timeline and information that will be needed.

  • If there is no benefit to you pursuing the R&D credit, we part ways with you having a greater understanding of the credit and why you can't claim it. 

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Phase 2 – Put Tax Credits to Work for You and Your Business

  • We begin your full study by conducting necessary interviews and gathering supporting documentation. 

  • We evaluate qualified projects and activities while collecting any documentation needed.

  • We deliver a robust R&D credit study complete with the forms your CPA will need to file to claim your credits.

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Phase 3 – Provide Study and Audit Support

  • We provide an assessment of ways to improve future credit studies and maximize credits in the future.

  • If the claim is examined, we walk hand-in-hand with you to defend and sustain your credits.

Our process ensures your success in capturing all the credits you are entitled to by law. 

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