R&D Tax Credit Advisory • Flat Fee • Defensible Documentation

R&D Tax Credit Advisory • Flat Fee • Defensible Documentation

Your Engineering Team Is Already Doing The Work. See If You're Capturing The Credit.

Your Engineering Team Is Already Doing The Work. See If You're Capturing The Credit.

Watch how engineering-driven startups establish a defensible, predictable R&D tax credit process — and recover meaningful capital every year.

Watch how engineering-driven startups establish a defensible, predictable R&D tax credit process — and recover meaningful capital every year.

See if we're a fit →

See if we're a fit →

Takes about 2 minutes  ·  Complimentary credit analysis included

Takes about 2 minutes  ·  Complimentary credit analysis included

Who This Is For

Who This Is For

Engineering Stage

You have a U.S.-based team of 5 or more engineers, developers, or technical specialists actively building software, hardware, or specialized technology — and your annual engineering payroll is $500K or more.

Operational Stage

You're a COO, founder, or head of operations managing cross-functional responsibilities — and the R&D tax credit process isn't currently owned by anyone on your team.

What You Value

You want a hands-on, expert-led process built for accuracy and defensibility — not the fastest or cheapest number. You're building a company that will file this credit every year and want a process you can count on.

See if we're a good fit.

See if we're a good fit.

We review every submission personally. If there's a meaningful credit opportunity for your company, we'll follow up within 1–2 business days to schedule a complimentary strategy call. We're selective about who we take on — if we're not the right fit, we'll tell you that clearly.

We review every submission personally. If there's a meaningful credit opportunity for your company, we'll follow up within 1–2 business days to schedule a complimentary strategy call. We're selective about who we take on — if we're not the right fit, we'll tell you that clearly.

Takes about 2 minutes.

See if we're a fit →

See if we're a fit →

They had the same questions. Here's what changed.

They had the same questions. Here's what changed.

"You've been incredibly responsive and explained the R&D tax credit process in a way that's easy to understand. It's obvious you're here to help — not just extract value. This is the first time I've felt like I truly understand how the tax credit works."

Brendan Conaway
COO, LongShot Space Technologies

"You've been incredibly responsive and explained the R&D tax credit process in a way that's easy to understand. It's obvious you're here to help — not just extract value. This is the first time I've felt like I truly understand how the tax credit works."

Brendan Conaway
COO, LongShot Space Technologies

★★★★★

Verified client

Space Technology Startup · 16 Engineers

Space Technology Startup · 16 Engineers

$165,000+ in federal R&D credits recovered $110,000+ in state R&D credits generated

$165,000+ in federal R&D credits recovered $110,000+ in state R&D credits generated

Previously using an automated provider for two years. When we reviewed their actual development work, we found qualifying activity that had been missed — not from carelessness, but because a standardized process couldn't account for the specific engineering their team was doing. Capital from the corrected study was used to extend runway and support additional hires.


Previously using an automated provider for two years. When we reviewed their actual development work, we found qualifying activity that had been missed — not from carelessness, but because a standardized process couldn't account for the specific engineering their team was doing. Capital from the corrected study was used to extend runway and support additional hires.


Solar Technology Company · 6 Engineers

Solar Technology Company · 6 Engineers

$54,000 in federal R&D credits applied directly against tax liability

$54,000 in federal R&D credits applied directly against tax liability

Had never previously explored the R&D credit. After reviewing their development work — the technical problem-solving behind their solar technology — the credit was clearly there. The leadership team now has a predictable annual process in place. The credit no longer falls through the cracks.

Had never previously explored the R&D credit. After reviewing their development work — the technical problem-solving behind their solar technology — the credit was clearly there. The leadership team now has a predictable annual process in place. The credit no longer falls through the cracks.

The Precision Credit Study™

The Precision Credit Study™

A structured, hands-on process designed specifically for engineering-driven companies — built around how your team actually works, not a standardized template.

01

Discovery Call

20–30 minutes · No commitment

We review your company structure, engineering team, and current tax setup to quickly determine whether a meaningful credit opportunity exists. This call is free and carries no obligation.

02

Strategy Call & Credit Estimate

30–45 minutes

If there's a clear opportunity, we schedule a strategy call. You'll receive a preliminary federal and state credit estimate, along with a clear explanation of what the study will require from your team.

03

Credit Study & Documentation

3–6 weeks · Minimal team involvement

The study happens primarily on our side. We analyze engineering payroll, qualified contractor costs, and development expenses. We conduct one focused technical conversation — typically 45–60 minutes — with your team. That's the standard contribution from the engineering side.

04

Filing Support & Ongoing Process

Ongoing · Annual rhythm

You receive completed IRS forms ready for filing with your CPA, a credit calculation summary, and a technical documentation package. We then move to quarterly check-ins throughout the year — so each year's credit is smoother and more defensible than the last.

See if we're a fit →

See if we're a fit →

Takes about 2 minutes

Questions we hear often.

Questions we hear often.

How are you different from other R&D credit providers?

Most providers in this market sit at one of two extremes: high-volume automated platforms that calculate a number without ever understanding your engineering work, or large accounting firms built for enterprise clients. Our approach sits between those models. We bring the technical rigor of a specialized tax practice to growing engineering companies. Every engagement is led personally by Chris Peters, CPA, MBT — not handed off to a junior staff member or processed through a platform.

What are your fees?
Can you work with us if we're pre-revenue or pre-profitability?
How much time will this require from our engineering team?
Could claiming this credit create audit risk?
Why hasn't our CPA mentioned this?
Do you work with companies outside California?

Let's find out if we're a good fit.

Let's find out if we're a good fit.

If your company has a U.S.-based engineering team actively building technology, a few minutes with this form is worth your time — either to confirm a real credit opportunity, or to rule it out clearly so you're not wondering.

See if we're a fit →

See if we're a fit →

No sales pitch. No pressure. Just a clear look at what's possible for your company.

Our strategy calls are completely pressure-free. If the credit doesn't make sense for your situation, we'll tell you that honestly.