Research And Development Tax Credit

The tax definition of Research and Development (R&D) encompasses much more than “white lab coat” activities. The research and development tax credit (R&D tax credit) is now a permanent incentive for companies that conduct qualified research and development activities in the US.

FGMK will help you identify your company’s qualified R&D activities and maximize your R&D tax credit, allowing you to reduce your federal and state tax burdens, and lower the after-tax cost of conducting R&D.

FGMK specialists apply deep knowledge of federal and state tax laws to maximize and substantiate your research and development tax credit benefits. We focus on delivering value while minimizing disruption to your daily operations.

FGMK specialists use their extensive knowledge of the federal and state laws and their application to maximize and substantiate the R&D tax credit benefits. FGMK’s Entrepreneurial Services Group provides strategic business, accounting and tax services.

Daniel F. Laughlin

312.638.2916

|

R&D TAX CREDIT VALUE

FGMK analyzes your company’s tax profile in order to maximize the R&D tax credit benefit and its utilization.

Credit is now permanent:

  • Credit provides dollar for dollar tax reduction
  • Each qualified dollar produces approximately five cents of federal credit
  • Some states also allow R&D credit

Eligible Small Business can use the credit against AMT

  • Average annual gross receipts of prior three tax years less than or equal to $50M
  • Available to corporations whose stock is not publicly traded, partnerships, and sole proprietorships

Qualified Small Business can use the credit against payroll tax:

  • Tax year gross receipts less than $5M
  • No gross receipts for any taxable year preceding the five taxable year period ending with the taxable year


AREAS OF OPPORTUNITY

FGMK analyzes your company’s activities to identify qualified business components and associated expenditures that support your R&D tax credit claim. We support:

  • Alternative material analysis
  • Applications development
  • Continuous process improvements and automation
  • Mobile development
  • New process layout/machinery customization and integration
  • New or improved product design
  • Prototype development
  • System architecture and design
  • Tooling, dies, fixtures design and development

FGMK ENGAGEMENT PROCESS

FGMK designs its engagement process to align with your company’s industry, management goals, and tax profile.

Find

  • Identify credit opportunity
  • Analyze utilization

Generate

  • Calculate qualified expenditures
  • Calculate federal and state credits

Memorialize

  • Document methodology
  • Document qualified activities

Keep

  • Provide comprehensive deliverable
  • Available for audit support



Turn innovation into measurable tax value.

Our professionals help identify, document, and defend R&D tax credit opportunities aligned to your operations.