For Startups, the R&D Tax Credit Should Be a Cash-Flow Conversation

Many startup founders hear “R&D tax credit” and assume it is something to consider only after the company becomes profitable. That assumption can prove costly.
For eligible early-stage companies, the credit can be more than a tool to reduce a future income tax bill. A qualified small business can elect to apply as much as $500,000 of its research credit against certain employer payroll taxes.
State R&D Tax Credits: Why Federal Eligibility Is Only Half the Story

The federal Research and Development (R&D) Tax Credit is one of the most valuable incentives available to businesses investing in innovation. However, federal eligibility is only the beginning.
Many states offer their own R&D tax credits, creating additional savings beyond the federal benefit.
It’s Not Your Typical Tax Career

When most people think about careers in tax, they picture compliance work, the dreaded tax deadline crunch, and spreadsheets. Specialty tax consulting is different.
It’s a field built around strategy, collaboration, and technical problem-solving, helping businesses uncover overlooked opportunities through specialized studies and incentive programs.
2026 Tax Deadlines You Can’t Miss

As 2026 unfolds, tax preparers and their clients are facing more than just routine filing deadlines. This year represents a convergence of expiring incentives, evolving IRS guidance, and statute-driven planning windows, which create significant planning opportunities. Many of these opportunities are time-sensitive, meaning that you must take advantage of them or the benefit will be lost.
Top 2026 Specialty Tax Opportunities for Manufacturers

2026 promises to be a pivotal year for manufacturers looking to optimize their tax position. With significant legislative changes and expanded incentives, the right planning can translate into substantial savings. Read more about the top opportunities manufacturers should prioritize this year.
Unlock More Value: Key 2025 R&D Tax Credit Updates

The Research and Development (R&D) Tax Credit remains a valuable tool for businesses investing in innovation. While it’s not a new incentive, recent changes, especially the One Big Beautiful Bill Act (OBBBA) and updates to IRS Form 6765 make claiming the credit more complex, yet potentially more rewarding.