R&D Tax Credits

Often overlooked, the R&D credit can substantially benefit companies recognizing its potential. These credits represent a lucrative opportunity to lower your tax burden by up to 10% for work you’re already doing. Qualifying activities include:

• Investing in resources for new or improved products
• Investing in developing new or improved manufacturing or service processes
• Investing in software and software-related technology, such as AI
• Efforts to improve manufacturing efficiency, reduce scrap, and implement techniques like lean, green, and Kaizen
• Owning existing patents or patents pending

CBIZ R&D tax specialists have conducted hundreds of studies and identified previously unrecognized areas where our clients could receive additional credits.

We are leveraging technology to drive greater quality, consistency, and efficiency across engagements, ensuring a streamlined experience while maintaining the high standards our clients expect from CBIZ. The result is stronger, defensible outcomes designed to help maximize eligible R&D tax credits.

What’s in it for you?

• Streamlined data collection
• Visibility into current project status
• Enhanced collaboration between you and our teams

By modernizing our delivery model, we can standardize processes, resulting in a more transparent, efficient, and value-driven engagement experience.