R&D Credits

You’re Already Doing R&D. You Just Don’t Call It That.

Our motto is simple “If your fixing it on the fly, you qualify”.

FREE REPORT- Includes Preliminary Study with Estimated Refund. To move forward we will discuss payment arrangements for the Executive Summary & prepare claims for IRS Filings for Credits / Refund for 2022, 2023, 2024.

We guarantee every calculation up to $1M against any errors in your study.

If you don’t see your specific business, pick the closest industry that relates to you and fill in line 7 at the bottom.

If you answered any of the questions below, you just passed the IRS 4 prong test to qualify for a Tax Refund for the last 3 years, even if you show a loss.

Permitted Purpose Test: Research must relate to the performance, quality, reliability, or a new or improved function of a business component

Process of Experimentation Test: Modeling, simulation, or a systematic trial-and-error methodology

Technical Uncertainty Test: Eligibility for the credit does not require that the research be successful

Technological in Nature Test: Research fundamentally relies on principles of the physical or biological sciences, engineering, or computer science—in which case the information is deemed “technological in nature”. Technological in nature does not require that the taxpayer succeed in developing a new or improved business component.

Matrix R&D Qualification Form

✅ Matrix R&D Qualification Form


































Total R&D Time Today: 0%

Most clients are shocked when this number crosses 35% — now you see why it qualifies.



If your business did $5,000,000 in revenue and 50% of time was spent, unknowingly as R&D, it would appear you were spending $2,500,000 in real time R&D functions of the business.



A formal R&D department is not required. We will memorialize these business functions into an Executive Summary plus IRS-compliant forms, exhibits and documentation that will satisfy the elements of the 4 Part Test.



NO UPFRONT COST FOR REPORT- A NO RISK WIN-WIN FOR BUSINESS.