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R&D Tax Credit

R&D Tax Credit Services

The federal R&D credit gives you a dollar-for-dollar reduction in tax for developing or improving products, software, and processes. You don't need a lab to qualify. If your team is solving engineering or technical challenges, you may already be performing qualifying research. Acena helps companies identify, calculate, and document those credits properly, so you can claim what's available with confidence. 

Why Businesses Bring in Acena


Your CPA is an important part of the process, but claiming the R&D tax credit requires specialized technical analysis and documentation. That's where we come in. We identify qualifying work, calculate your credit, prepare the supporting documentation, and coordinate directly with your CPA so the claim is complete, accurate, and defensible.

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Do You Qualify for the R&D Tax Credit?

To qualify for the federal R&D tax credit, your work must meet four IRS criteria. Businesses across software, manufacturing, engineering, life sciences, agriculture, and many other industries often discover their everyday work already satisfies these requirements.

Elimination of uncertainty: You set out to resolve a challenge that could not be answered using your existing knowledge.

Process of experimentation: You tested, iterated, or worked through trial and error to get there.

Technological in nature: The work relied on engineering, computer science, biology, chemistry, or another hard science.

Qualified purpose: The goal was a new or improved product, process, software, technique, formula, or invention.

What Qualifies for the R&D Tax Credit?


Qualifying research is more common than most business owners realize. It can include developing new products, improving existing ones, building or enhancing software, refining manufacturing processes, testing new materials or formulas, and solving complex engineering challenges. If your team is working through technical uncertainty to improve how something performs, there's a good chance that work qualifies.

Qualified research expenses may include employee wages, certain supplies, and eligible contract research costs. If you're unsure where routine work ends and qualifying research begins, we'll help you make that distinction.

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Over 40 Industries Qualify

Industries That Qualify

The R&D tax credit isn't limited to laboratories. Eligibility depends on the work your team performs, not your industry. Businesses across more than 40 industries qualify because they solve technical challenges every day. Some of the most common include:

Federal and State R&D Tax Credits

The R&D credit begins at the federal level, and many states offer additional credits that can increase your overall tax savings. California is one of them, making state eligibility especially important for businesses performing qualifying work there. We evaluate both federal and state opportunities together so you don't leave available credits on the table.

Business eligibility: Each state sets its own rules for who can claim. Credit percentages: We calculate the federal and state credit you are entitled to based on where you operate. Documentation: We build the support your federal and state claims need.

Startups Qualify Too, Even Before You Are Profitable


Many startups assume the R&D tax credit is only available to established companies with taxable income. In reality, innovative early-stage businesses are often among the strongest candidates. Qualified small businesses can apply the credit against the employer portion of payroll taxes, up to $500,000 annually, creating valuable cash flow while the business continues to grow. 

Many startups assume they're too early to qualify. In reality, they're often some of the strongest candidates because innovation is built into their day-to-day work.

Qualifications:

Less than $5 million in gross receipts for the year

Gross receipts for five years or less

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Our Process

How We Help

Claiming the R&D tax credit involves more than identifying qualifying work. It requires technical analysis, accurate calculations, thorough documentation, and coordination with your tax filing. Our specialists handle the technical work so your team doesn't have to.

1-1

Initial consultation to understand your projects

2

Document request and technical interviews

3

Credit calculation and supporting documentation

4

Coordination with your CPA through filing

Why Companies Work With Acena

Businesses choose Acena for more than technical expertise. They stay with us because we make the R&D tax credit process straightforward, collaborative, and defensible.

Know your opportunity before you commit

Before you decide to move forward, we estimate the value of your potential credit so you understand the opportunity. For many businesses, the R&D tax credit becomes a recurring annual benefit.

A price you know up front

Our fees are discussed upfront, so you'll know exactly what to expect before work begins. No surprises. Just a clear understanding of the investment and the value it delivers.

Documentation that stands up to IRS review

Every claim is backed by organized, defensible documentation prepared to support IRS requirements and current guidance.

An extension of your team

Most Acena client relationships last 5 to 20 years or more. We become your specialized R&D tax credit partner, working alongside your internal team and CPA year after year.

20+ Years of Client Relationships

Real Results. Long-Term Partnerships.

The best measure of our work is the relationships we've built and the results our clients continue to receive.

★★★★★

"They're top notch. Very supportive, very knowledgeable."

 

Becky Ardizzone
Multi-Year R&D Client
★★★★★

"It was a great tax credit. A lot of work, but worth it."

 

Tommy Loe
AV Integrator
Innovation Is Expensive. Don’t Leave Tax Incentives Behind.

Innovation Is Expensive. Don’t Leave Tax Incentives Behind.

What Is an Iteration? A Practical R&D Tax Credit Documentation Guide

What Is an Iteration? A Practical R&D Tax Credit Documentation Guide

Why the best R&D tax credit documentation depends on technical interviews

Why the best R&D tax credit documentation depends on technical interviews

Frequenlty Asked Questions

 What activities qualify? 

Developing or improving products, software, processes, formulas, or techniques, including the testing and iteration that goes with them.

How far back can I claim?

Generally up to three years from the original filing date, so prior-year work may still count.

What documentation is required?

Records that tie your research activities and costs together, such as project notes, time tracking, and expense detail. We build this with you.

Can startups claim it?

Yes. Qualified small businesses can apply the credit against payroll taxes before they are profitable. See the startup section above.

We already have a CPA. Do we still need a specialist?

Yes. Most of our clients already work with a CPA. We provide the specialized technical analysis and documentation required for the R&D credit while coordinating directly with your existing tax advisor.

  Find Out How Much Your R&D Tax Credit Is Worth 

 If your team is solving engineering or technical challenges, you may have earned valuable R&D tax credits without realizing it. In one conversation, we'll determine whether your work qualifies, estimate your potential credit, and explain exactly what the process looks like before you commit. You'll leave with a clearer understanding of the opportunity and what comes next.