Are you improving any product, process, formula, software, technique, or invention?
Billions in Government Tax Credits Go Unclaimed Every Year
Make Sure Your Business Isn’t One of Them.
Most eligible businesses never claim the tax credits they qualify for simply because they don’t realize everyday technical work meets federal criteria.
Confidential 3-step screening · No SSNs or tax returns required
Why R&D Tax Credits Matter
Unlock capital and reduce tax liability with incentives designed to reward innovation.
Immediate Cash Flow
Unlock hidden capital in your everyday business and payroll expenses to reinvest immediately in new hires, equipment, and operations.
Dollar-for-Dollar Reduction
These are not standard deductions. These are direct tax credits that lower your federal and state income tax liabilities dollar-for-dollar.
Claim Retroactively
We help file amended returns for open tax years going back 3–4 years for an immediate cash injection from prior taxes paid.
Profitability Not Required
Startups and early-stage companies can apply credits against employer payroll taxes (up to $500,000/year) before generating taxable income.
S1 Business Qualification Funnel
What Is the Research & Development Tax Credit?
The Research and Development (R&D) Tax Credit is a federal and state tax incentive established under IRC Section 41 to reward businesses for developing or improving products, processes, software, formulas, or techniques.
Businesses across manufacturing, software, engineering, agriculture, construction, and custom services frequently perform qualifying research and experimentation during their daily work without realizing it.
Common Activities That Warrant an R&D Intake Conversation:
Your Trusted Coordination Partner
At S1 Advisors, we combine structured intake workflows with licensed tax practitioners to make preliminary qualification smooth, organized, and audit-ready.
We coordinate with your payroll provider, internal bookkeepers, and CPA to ensure data integrity. Formal calculations, studies, and tax filings are performed by licensed CPAs and enrolled agents.
End-to-End Coordination Process
- Preliminary Screening: Complete our online 3-step questionnaire or receive an introduction via your referring advisor.
- S1 Advisor Consultation: An assigned S1 advisor reviews qualifying technical activities and gathers core operational context.
- CPA Documentation Study: Licensed CPA practitioners evaluate qualifying wage, contractor, and supply expenditures.
- Filing & Defense Package: Complete federal and state forms with audit-defensible documentation.
Frequently Asked Questions
Clear, plain-language guidance on research and development tax credit eligibility.
Ready to Explore Your R&D Tax Credit Opportunities?
No obligation, no upfront cost. Request an initial consultation or complete our 3-step qualification screening in under two minutes.