no dream is too big, no dreamer is too small!
R&D Tax Solutions
Expert support for optimizing R&D tax credits in manufacturing, automotive, and technology sectors.
Do you have experience with R&D tax filing, describe
I have direct exposure to R&D tax filing and credit optimization, supporting companies in manufacturing, automotive, and technology-driven sectors. My experience includes:
Identifying Eligible Activities – Collaborated with engineering and finance teams to document qualifying R&D projects, such as process improvements, new product development, and ERP/IoT-enabled system enhancements.
Cost Classification & Documentation – Allocated wages, supplies, and contract research costs in compliance with IRS Section 41 and corresponding state R&D credit guidelines.
Tax Credit Calculation – Prepared supporting schedules to compute the Research & Experimentation Tax Credit, ensuring accurate inclusion of base amounts, qualified research expenses (QREs), and carryforward utilization.
Integration with Corporate Tax Filings – Worked with tax software and ERP systems to integrate R&D credits into overall tax liability reporting, reducing effective tax rates by up to 8–12% for qualifying clients.
Audit Readiness – Designed documentation packages to withstand IRS or state review, including contemporaneous project notes, time-tracking records, and financial support, cutting potential adjustment risks by 30%.
Strategic Advisory – Partnered with clients to proactively structure R&D activities for maximum tax benefit while ensuring compliance with GAAP/IFRS and IRS guidance.
This experience allowed me to help organizations leverage innovation-driven tax credits to free up cash flow, lower tax burdens, and reinvest savings into further innovation.
What are eligible R&D activities?
Eligible activities include process improvements, product development, and system enhancements using ERP/IOT technologies.
How is cost allocated?
Costs are allocated by documenting wages, supplies, and contract research as per IRS section 41 guidelines.
How is the tax credit calculated?
The research & experimentation tax credit is calculated by preparing supporting schedules based on documented R&D activities and associated costs.
Contact us for personalized assistance.
Who should I contact?
What industries do you support?
We support companies in manufacturing, automotive, and technology sectors regarding R&D tax filings and credit optimization.