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.

insights-optimizing-tax-credits-life-science-biotechnology

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.

Our Innovative Delivery Approach

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.

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Ready to Reduce Your Tax Burden?

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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One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

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R&D Tax Credits

Taking Credit for Innovative Work

Maximize Industry Tax Credits

R&D Credit Four-Part Test

Permitted Purpose

Elimination of Uncertainty

Process of Experimentation

Technological in Nature

Our Innovative Delivery Approach

What’s in it for you?

Insights that Impact

Four Pending House Bills Could Affect Not-for-Profit Reporting, Political Activity, and Religious Organizations

California SB 122’s Impact on Digital Products and Tax Credits

Why Private Equity Firms are Turning to Pooled Employer Plans

Managing Complex Tax Filings for a Chemical Company

Repairs vs. Improvements in Real Estate: Why Tax Treatment Matters

IRS Identifies Certain CRAT Transactions as Listed Transactions: What Taxpayers and Advisors Need to Know

You May Have QSBS and Not Realize It: Commonly Overlooked Scenarios

New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies

1031 Exchange Advanced Strategies: Managing Complex Transactions

Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes

Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset

What Cayman CRS and Draft Form W-9 Updates Mean for Compliance

1031 Exchange Deadlines: 45-Day and 180-Day Rules Explained

Colorado Adopts Worldwide Combined Reporting, Software Sales Tax Changes

Cayman Islands CRS Reporting Changes: What Financial Institutions Need to Know Before the July 31 Deadline

Ready to Reduce Your Tax Burden?

Download NowThe OBBBA One Year LaterOne year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

The OBBBA One Year Later

Download Now
The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.