The R&D Tax Credit is back! Find out how the Big Beautiful Bill Act can fund your R&D. Learn More
TaxTaker helps founders and finance teams claim defensible R&D tax credits, cleanly, conservatively, and in sync with your CPA. Keep more cash without creating audit risk.
Audit ready documentation
CPA friendly process
Clear scope and fees
Examples of annual credits or savings from prior claims.
AI company
$205,000
SaaS platform
$78,000
Robotics firm
$112,000
We already secured over $100M+ for our clients. You are next.
You pay engineers or technical contractors
You build software or proprietary technology
You want to keep your CPA involved
You care about compliance and documentation
You want a specialist to handle the credit correctly
You do not want to over pay for your credit
TaxTaker helps founders and finance teams claim defensible R&D tax credits, cleanly, conservatively, and in sync with your CPA. Keep more cash without creating audit risk.
1
Relying on filing season
Common
Good CPAs file well. Most are not staffed to scope R&D credits proactively.
2
Fear of being too aggressive
Costly
Founders want certainty. Without clear documentation, they claim nothing by default.
3
Bad prior experiences
Avoidable
Some studies are rushed or overly marketed. That creates skepticism even when eligibility is obvious.
Most firms charge for each phase. TaxTaker bundles the full workflow so your CPA gets clean, audit ready deliverables.
Eligibility and strategy
Clear fit, magnitude, and timing guidance with CPA coordination.
Technical R&D study
Project scoping, interviews, and conservative calculation methodology.
Tax execution support
Forms and memos your CPA can file confidently, plus substantiation.
Ongoing optimization
Multi year planning and credit strategy as the business scales.
Many clients recover $50k to $500k or more per year. Fees are transparent, capped, and aligned to value.
Our clients love our simple process designed to reduce disruption and increase confidence.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Most companies do real qualifying work. The credit still gets missed because no one owns the process.
Less tax drag
More runway
Credits can reduce payroll or income tax exposure.
Cleaner filing
Less risk
Documentation your CPA can stand behind.
Conservative documentation that holds up under review.
Clarity
You know what qualifies and what the credit range looks like.
Cash flow
You know what qualifies and what the credit range looks like.
Confidence
Your CPA files with substantiation that is organized and defensible.
Leverage
R&D credits become a repeatable planning lever as you scale.
Start with a quick eligibility check. If it looks promising, we move to a light info request and one technical interview.
No pressure. CPA friendly.
R&D is our core focus. These are additive when timing is right.
Section 179D
Energy efficient commercial building deduction support when relevant for your projects.
Texas film credits
Energy efficient commercial building deduction support when relevant for your projects.
Energy incentives
Energy efficient commercial building deduction support when relevant for your projects.
No hard sell, ever. We only want to work with you if it's a fit.
Starting in tax year 2025, businesses can now immediately deduct domestic R&D expenses in the year they occur instead of spreading deductions over five years. The bill also offers refund opportunities for small businesses and faster deduction schedules for larger companies.
If your business has $31 million or less in annual gross receipts, you may be able to:
File amended returns for 2022–2024 to get cash refunds for previously capitalized R&D costs
Deduct remaining unamortized R&D expenses faster starting in 2025
Apply your R&D credit against payroll taxes—up to $500,000 per year for qualifying startups
Yes. Eligible small businesses can retroactively deduct R&D costs from 2022–2024 and claim refunds. Even larger companies can accelerate the deduction of past R&D costs over one or two years starting in 2025.
No. The 15-year amortization rule for foreign R&D remains in place. The new immediate expensing option only applies to U.S.-based research and development.
Savings vary, but many businesses may recover hundreds of thousands of dollars through a combination of:
Full expensing of domestic R&D costs
Retroactive refunds for 2022–2024
Annual R&D tax credits (often worth 5–10% of qualifying expenses)
Startups with less than $5 million in annual revenue can use the R&D credit to offset payroll taxes—up to $500,000 per year—resulting in quarterly cash refunds, even without taxable income.
Work with our expert team at TaxTaker. We help innovative companies like yours identify, document, and claim the maximum R&D tax credit available—while ensuring you stay fully compliant with IRS requirements. Our team specializes in both federal and state R&D tax credits, and we know how to uncover hidden value by reviewing past filings for potential refund opportunities. With the new 2025 rules in place, we’ll build a tailored strategy that maximizes your savings now and in the years ahead. That’s why businesses across the country trust TaxTaker to deliver results they can count on.
Working with TaxTaker is risk free. TaxTaker collects a success fee only if you qualify for a tax credit.
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