CPA-Led R&D Tax Credit Advisory for Engineering-Driven Companies.

We help software, aerospace, engineering, manufacturing, and technology companies identify, document, and defend federal and state R&D tax credits through a transparent flat-fee model designed for long-term growth.
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Estimate Your Potential Credit
What Sets Us Apart
  • California CPA License
  • 8+ Years Specialized Experience
  • Flat Fee Pricing Model
  • Federal & State Credit Expertise

THE PROBLEM

Many Innovative Companies Are Leaving Significant Tax Credits Unclaimed

Most engineering-driven businesses fall into one of three categories:

Your CPA Doesn't Specialize in R&D Credits
Many general accounting firms simply do not have the
technical expertise required to identify
qualifying research activities.
You've Worked With an Overly Automated Provider
Some firms rely heavily on templates and questionnaires
without understanding the underlying engineering work.
You're Unsure Whether You Qualify
Many founders assume R&D credits only apply to
laboratories or large enterprises when software
development, AI, aerospace, manufacturing, and
engineering activities often qualify.
Book A Free Strategy Call

What Does a Typical R&D Tax Credit Look Like?

Early Stage Companies

Engineering teams of 5-10 employees often see credits beginning around:
$50,000+
Growth Stage Companies

Companies with established development teams commonly receive:
$180,000 – $250,000
Scaling Organizations

Larger engineering organizations may generate credits exceeding:
$500,000+
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Our Services

Expert Advice, Built for You

With years of experience and a results-focused approach, we empower businesses to navigate complexity and achieve their goals.

R&D Federal Tax Credit

For early-stage and growing innovative companies building their foundation and maximizing their credit opportunities.
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Federal + State R&D Tax Credit

For innovative companies that also want to maximize their State credits.
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Acquisition Readiness

We provide acquisition-ready credit documentation, audit defense, and investor-grade reporting to help you unlock full value at the negotiating table.
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WHY R&D TAX ADVISORS

Built Specifically for Engineering-Driven Companies

R&D tax credits are not a one-time exercise.

Our quarterly check-ins help clients improve documentation and maximize future credits as they scale.
Data-driven Insights
  • Proven track record
  • Expertise in Ai Startups
  • 8+ Years Experience
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CPA-Led Technical Expertise

Led by a California and Nevada licensed CPA with a Master’s in Business Taxation from USC and more than eight years specializing exclusively in R&D tax credits.

Our compensation is not tied to the size of your credit claim.

That means our focus stays on defensibility, accuracy, and long-term value rather than maximizing the credit simply to increase our fee.

We work directly with founders, finance leaders, and engineering teams throughout the process with regular communication and structured check-ins.

Our process focuses on creating supportable documentation that aligns with IRS requirements and can withstand scrutiny if challenged.

We understand software releases, sprint cycles, technical uncertainty, prototype iterations, manufacturing improvements, and product development lifecycles.

R&D tax credits are not a one-time exercise.

Our quarterly check-ins help clients improve documentation and maximize future credits as they scale.

Our Vision

Industires We Serve

SaaS Companies

We prioritize strategic clarity, sustainable growth, and measurable impact, ensuring businesses stay ahead in a dynamic market.
AI Startups

Combining data-driven insights with tailored solutions, we create actionable strategies that drive real business results.
Engineering Firms

Years of hands-on consulting have helped organizations navigate complexity, unlock growth, and achieve lasting transformation.
Biotech Companies

We prioritize strategic clarity, sustainable growth, and measurable impact, ensuring businesses stay ahead in a dynamic market.
Healthtech Companies

Combining data-driven insights with tailored solutions, we create actionable strategies that drive real business results.
Let us Help You With Our Expertise
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OUR PROCESS

A Transparent, Collaborative Process Designed Around Your Team

From emerging startups to established global leaders, our clients rely on our expertise to overcome challenges, seize opportunities, and achieve measurable results.
Claim Your Free Strategy Session
Discovery Call
20–30 minute conversation to understand your business, engineering activities, and current tax structure.
Strategy Call & Preliminary Estimate
We review your potential opportunity, explain how the credit works, and provide a preliminary estimate.
Credit Study & Onboarding Engagement
Secure data collection and onboarding through our client portal. We analyze qualified activities, costs, and supporting documentation.
Final Deliverables & Filing Support
Completed calculations, documentation packages, and filing support for your CPA.
$10M+
In Cost Savings Identified
Optimizing operations for sustainable profitability.
ABOUT THE FOUNDER

Technical Tax Expertise Backed by Real Experience

  • Master of Business Taxation (MBT), University of Southern California
  • Licensed California CPA
  • Licensed Nevada CPA
  • 8+ years specializing in R&D tax credits
  • Former international accounting firm experience
  • Experience supporting large multi-entity R&D credit programs

We bring enterprise-level technical rigor to growing engineering-driven companies that want a more specialized and collaborative advisory experience.

Speak with an R&D Tax Expert
Know About Us
Chris Peters (CPA)
President

FAQ

Do software companies qualify for the R&D tax credit?

Yes. Software development is one of the most common qualifying activities.

Yes. Eligible startups may use the payroll tax offset provision.

Most studies take between 4 and 8 weeks depending on complexity.

No. Our process is designed to minimize disruption to technical teams.

We regularly work with both first-time claimants and companies with existing credit programs.

Vinit Gupta
Senior Financial Specialist @ Consero Global
I spoke to 12 to 15 firms before finding Chris. What stood out was his responsiveness, patience, and ability to guide us through a complex process clearly. From the initial engagement through execution, he made the process easy to navigate and helped us secure a meaningful R&D tax credit benefit.
45%
Revenue Growth After Expansion
Brendan Conaway
COO at Longshot Space
You have been responsive and have explained the R&D tax credit process in a way that is so easy to understand. I know when I'm working with a contractor and they are just trying to extract as much value out of me as they can but you are here to help and it is so obvious and you've been amazing. This is the first time I have felt like I understand the tax credit process.

"You're a BAMF."
3x
Revenue Growth After Expansion
What Our Clients Say
Get In Touch
Get in Touch

Expert Support for Founders and Finance Teams

Ready to claim what’s yours?
Let’s unlock the credits you’ve already earned—with smart, simple tax solutions built for founders and finance teams.
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Insights & Success Stories

Stay informed of important R&D Tax issues that impact your business

Sharing R&D Tax Credit Knowledge and Best Practices for Maximizing Your ROI. Stay informed of important tax and legislative developments that impact your business.
7 R&D Credit Flags Your CPA Should Catch Before Filing
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R&D Tax Credits: A Hidden Asset for Small Engineering Teams

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