R&D Tax Credit made simple.
A powerful incentive for innovation.
The R&D tax credit is a tax incentive the US provides to encourage businesses to invest in research and development activities. The credit allows companies engaging in qualified research activities to reduce their tax burden.
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Big R&D Tax Credit Providers
| Provider | Finvisor | Pilot | Neo.Tax | Mainstreet |
|---|---|---|---|---|
| R&D Fee | 1.25% of QREs ~12.5% | 20% | 2% QREs ~ 20% | 20% |
| Year Founded | 2014 | 2016 | 2019 | 2019 |
| Team Size | 40-50 | 201-500 | 11-50 | 90+ |
| Services Offered | Accounting, AP/AR, Compliance, CFO & Advisory, Payroll, R&D Tax Credit | Bookkeeping, CFO, Tax, R&D Tax Credit | R&D Tax Credit | R&D Tax Credit |
| Example Calculation* | Based on $120,000 in federal R&D tax credits | |||
| Example Fee* | $15,000 | $24,000 | $24,000 | $24,000 |
| Net Benefit* | $105,000 | $96,000 | $96,000 | $96,000 |
R&D Fee
1.25% of QREs ~12.5%
Year Founded
2014
Team Size
40-50
Services Offered
Accounting, AP/AR, Compliance, CFO & Advisory, Payroll, R&D Tax Credit
Example Calculation*
Based on $120,000 in federal R&D tax credits
Example Fee*
$15,000
Net Benefit*
$105,000
R&D Fee
20%
Year Founded
2016
Team Size
201-500
Services Offered
Bookkeeping, CFO, Tax, R&D Tax Credit
Example Calculation*
Based on $120,000 in federal R&D tax credits
Example Fee*
$24,000
Net Benefit*
$96,000
R&D Fee
2% QREs ~ 20%
Year Founded
2019
Team Size
11-50
Services Offered
R&D Tax Credit
Example Calculation*
Based on $120,000 in federal R&D tax credits
Example Fee*
$24,000
Net Benefit*
$96,000
R&D Fee
20%
Year Founded
2019
Team Size
90+
Services Offered
R&D Tax Credit
Example Calculation*
Based on $120,000 in federal R&D tax credits
Example Fee*
$24,000
Net Benefit*
$96,000
FINVISOR work with companies just like yours
Is your business eligibile to claim the R&D Tax Credit?
The R&D Tax Credit is available to many types of buisnesses across a wide array of industries.
Analysis and Discovery
Financial and technical analysis to determine eligibility.For each business component, we'll analyze your company's eligible research expenses, including wages, supplies, computer lease, and contract research costs to determine the potential tax credit amount.
Calculate and Optimize
Optimize your claim and maximize the available credit.We'll calculate the R&D tax credit using the appropriate methodology and optimize the claim to maximize the available credit. We'll also assist in collecting and organizing the necessary documentation to support the R&D tax credit claim.
More Compliance
Under-one-roof support for existing customers.We'll already have a thorough understanding of your business from the top to bottom and we have access to your numbers from our other services. From here the process of procuring all of your documentation, reporting, and eligibility support is vastly simplified and Finvisor can transform another tedious and frustrating IRS process into a smooth, headache-free experience for you.
Continuous Monitoring
Update and Collaborate.We stay up to date with changes in R&D tax credit laws, regulations, and interpretations to ensure you benefit from any new provisions or opportunities. Work collaboratively with your tax advisors or engage tax professionals to ensure accurate claim preparation and adherence to tax regulations.
0+
Clients Helped
$0 Million
In Credits Claimed
Don't leave your money on the table.
We'll help you figure out how much credit you quality for, get your applications and documentation in order, and help you file. We keep this process smooth and hassle-free.Why Finvisor?
Expertise and responsiveness you won't find anywhere else.
Real-Time Communication
Get real-time immediate responses via Slack. If a fire comes up, we are here to put it out quickly.A Reliable Partner
Not remote or outsourced, a fractional part of your team. We fill out your Org Chart as you grow and your needs change.Affordable Pricing
Simple, consistent pricing. A fraction of the cost of a full-time hire with the benefits of a full team of experts.
When we say "you get a team" we really mean it. We have the personnel on hand to backfill your company's Org Chart, which saves you a lot of time and money.
Your Finvisor Partner Team
Our Customers are talking
We're proud to have earned their trust and we'll be proud to earn yours too! Clear, comfortable real-time communication and fanatical attention to detail is how we win together.Clayton, Thank you so much for your assistance! I think you ran this process super well!
Cristian Strat
Runloop
Runloop
I worked with Clayton on securing the R&D Tax Credit for Heard Technologies and couldn't recommend more highly. After feeling skeptical that the savings were worth the time investment, we saved >$350K and it ended up being one of the highest ROI initiatives this year.
Brooke Skinner
Heard
Heard
R&D FAQ
You have questions, We have answers!Let's chat
Get on our calendar for a free introductory call.Find out what it's like to work with Finvisor and how we can help you reach your business goals. Our financial advisors work hard for your business across our full suite of accounting and reporting services.
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