Industry

R&D Tax Credits for Startups

Founded by three friends and backed with capital from some of the biggest names in their industry, this start-up company is a pioneer in their sub-industry of Virtual Reality.

case study
Startups
If your startup business meets the above-mentioned qualifications, there’s a good chance you can apply for the R&D tax credit.
Combined Federal and State R&D Tax Credits

$80,000

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R&D Tax Credit Qualification for Startups

With only a handful of employees on payroll and roughly the same amount of contractors, this company develops brand-new technology. Because of the unique nature of their product, both hardware and software need to be developed from scratch. The design and engineering require significant iterations and testing through trial and error. With all of this research yet no taxable income, the company assumed that R&D credits would not apply to them. Source Advisors was referred by the firm’s CPA specifically because they stay current on R&D tax law and regulatory changes. Source Advisors invested the time and resources required to understand the company’s R&D investment to ensure they were maximizing R&D credits. Source Advisors had a strategy in place to increase cash flow for start-up companies (less than 5 years old and less than$5M in revenue) by using R&D credits to offset payroll tax.

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OUR APPROACH

R&D Tax Credits with GOAT.tax

With our consultative approach to the research and development tax credit, we invest time understanding each client’s history, current business direction, and future growth objectives. Each year we re-evaluate a company’s ability to accept the tax credit and provide on-going recommendations to improve the R&D tax credits process.

We proudly support a recurring service to more than 92% of our clients.