Maximize Your Innovation with Expert R&D Tax Credit Services
Most businesses qualify for R&D tax credits and never collect. KB Tax Deviser CPAs engineers every dollar you've earned through a proactive, IRS-cited strategy built for your business.
KB Tax Deviser CPA is one of only 55 certified tax strategists in the U.S. We diagnose before we prescribe. Every credit strategy is built from your numbers, not a template.
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We audit your full R&D ecosystem, not just the obvious line items your current CPA flags.
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Every claim is built on IRS-cited methodology, designed to hold under audit without exception.
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R&D credits are integrated into your long-term tax architecture, not filed and forgotten.
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Our founders own 800+ multifamily units; we understand complex operations and real capital decisions.
R&D credits are not exclusive to tech companies. If your business solves technical problems through testing, iteration, or development, you likely qualify. Here is who we work with.
The KB Tax Intelligence System™ applies a structured, five-phase diagnostic framework to every R&D engagement. No guesswork. No missed expenses. No generic credit estimates.
We begin with a full review of your business: team structure, active projects, spending patterns, and the nature of your innovation activity. Nothing is assumed or skipped.
Using the IRS four-part test, we isolate every qualifying project and expense. We quantify each opportunity in dollar terms so you see exactly what you have left unclaimed.
We architect the timing, structure, and documentation standard for your claim. You receive a written R&D tax plan with IRS-cited rationale behind every position taken.
Documentation is compiled, reviewed for precision, and submitted with accuracy. After filing, we monitor ongoing R&D activity so credits compound year over year, not just once.
The IRS defines R&D by activity, not industry. If your team solves technical problems through experimentation, testing, or development, a credit almost certainly exists. Here is what qualifies.
R&D tax credits are straightforward once you understand the rules. These answers cover the questions business owners, founders, and executives ask most before starting an engagement.
The R&D tax credit is a federal dollar-for-dollar tax offset for businesses that conduct qualified research activities. It directly reduces your tax liability, not just your taxable income.
Any business conducting qualified research qualifies, including technology, manufacturing, biotech, engineering, software, and agriculture. Industry matters less than the nature of your activity.
No. Pre-revenue and unprofitable companies can claim R&D credits. Qualifying small businesses may also apply credits against payroll taxes, creating immediate cash flow benefit.
Activities must be technological in nature, aimed at eliminating technical uncertainty, conducted through a process of experimentation, and related to developing or improving a product or process.
Most businesses can amend prior-year returns to claim missed credits within the IRS statute of limitations. The exact lookback period depends on your filing history and jurisdiction.
Payroll records for qualifying employees, project records, contractor agreements, and technical documentation. Proper organization before filing significantly reduces audit exposure.
Claims built on IRS-cited methodology with complete documentation hold under audit. KB Tax provides full audit support so clients are never left without representation or guidance.
Often yes. R&D credits can be stacked with state-level credits and other federal incentives depending on your structure and location. We identify every applicable benefit during the diagnostic phase.
Most engagements run four to twelve weeks from initial discovery through claim submission. Timeline depends on the complexity of your R&D activity and readiness of existing documentation.
KB Tax engineers R&D credits into your full tax architecture. The capital recovered reduces effective tax rates and is redirected toward reinvestment, entity optimization, and long-term wealth building.
$77M+
Tax savings identified
1/55
Certified Tax Strategists - U.S.
800+
Multifamily units owned
5x–25x
Typical ROI on engagement
Your R&D activity has already happened. A 30-minute discovery call identifies what you've earned and what a proactive credit strategy returns. No obligation. No generic advice.
