R&D Tax Credits

Taking Credit for Innovative Work

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.

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Maximize Industry Tax Credits

Tax credit opportunities aren’t one-size-fits-all. Whether you’re building the future, powering innovation, advancing research, or scaling services, our industry-specific insight helps you uncover and capture the credits that matter.

Explore how CBIZ supports:

Construction: Credits for development, job creation, and investment
Technology: R&D and innovation-based incentives
Life Sciences: Opportunities tied to research and clinical trials
Professional Services: Investment in process technology and automation improvement
Manufacturing: Product and process improvement and development

Tap into our deep understanding of your industry and turn incentives into impact.

Talk to a Specialist

R&D Credit Four-Part Test

We’ll walk you through the R&D four-part test to ensure your organization qualifies for this valuable tax credit.

Permitted Purpose

Your new or improved product or process must improve performance, reliability, quality, composition, or function.

Elimination of Uncertainty

Your efforts must remove uncertainty about the capability or method for developing or improving a technique, product, or process.

Process of Experimentation

Experimentation can include modeling, simulation, and many other methods.

Technological in Nature

The experimentation process must rely on the hard sciences, such as physical or biological science, engineering, or computer science.

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R&D tax credits can return hundreds of thousands of dollars to businesses. Find out whether your company’s activities qualify. CBIZ R&D specialists will guide you through the qualification process.

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