Unlocking R&D Tax Credits for a Precision CNC Manufacturer
Who we are
The Approach
A precision machining company serving the aerospace and defense industries specialized in custom CNC programming and short-run production of complex components with unique material requirements.
Though highly technical in nature, the business had never pursued the R&D Tax Credit, assuming it applied only to large tech or biotech firms (a common misconception). We worked directly with our client to conduct a qualified R&D study across several years of operations.
Key Findings
Who we are
Financial Impact
Federal and State R&D Tax Credits:
$186k across 3 open tax years
Additional Benefit:
Implemented a time and material tracking framework that allows the client to efficiently track spend per project and to easily capture credits annually going forward
This engagement shifted the company’s mindset from reactive compliance to proactive tax strategy – without disrupting operations or changing their core processes.
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