4.9/5
Average client rating
30%+
More credits uncovered
2–4 weeks
Typical turn-around
We Solve the Problems That Hold You Back
R&D tax credits are valuable, but the process is often complex and time-consuming.
TaxVantage eliminates every friction point.
TaxVantage eliminates every friction point.
Uncertainty About Eligible R&D Work
Companies innovate but don't always know what qualifies. Without clear guidance, millions in potential credits go unclaimed.
TaxVantage Solution
Guided qualification process with intelligent prompts. Our platform asks the right questions and identifies qualifying activities automatically, bringing clarity and confidence to every claim.
Heavy Documentation Burden
Tracking experiments, costs, and employee hours is overwhelming. Manual documentation takes hundreds of hours and often misses critical details.
TaxVantage Solution
Streamlined documentation support with guided data collection. Connect your systems once and our team will help prepare clear, audit-ready documentation efficiently, saving you 90% of the time.
Not Knowing the Potential Credit Amount
Businesses underestimate value without proper analysis. Most companies have no idea how much they could be saving until it's too late.
TaxVantage Solution
Instant credit estimator with detailed projections. Get a clear estimate before filing. Know your potential savings with confidence upfront.
Unpredictable Cost & Timeline
Traditional consultants charge unpredictable fees with unclear timelines. Hidden costs and delays create budget uncertainty and missed filing deadlines.
TaxVantage Solution
Transparent flat-rate pricing with guaranteed 2-4 week turnaround. No hidden fees, no surprises. Know exactly what you'll pay and when you'll file from day one.
What Makes Our Process Truly Reliable
Trusted by thousands of innovative companies to unlock their R&D tax
credits
Upfront Pricing
Fixed, transparent fees—no hidden costs. Know your cost before
we start.
Maximize Returns
Our specialists identify every eligible expense to maximize
your returns.
Fast Turnaround
Most claims completed in 2–4 weeks. Keeps your refund timeline
on track.
Expert Team
CPAs and tax specialists with 15+ years of R&D credit
experience.
IRS Compliant
100% audit-ready documentation that meets all IRS
requirements.
Easy Process
Simple 3-step process with minimal time required from your
team.
Simple Process, Powerful Results
Get started in minutes and see results in weeks
Step 1
Quick Assessment
Fill out our simple questionnaire about your business activities.
Takes just 5 minutes.
Step 2
Expert Analysis
Our team reviews your R&D activities and calculates your potential
credit amount.
Step 3
Get Your Refund
We prepare and file your claim. You receive your refund, typically
within 90 days.
Who Qualifies for R&D Tax Credits?
If your company innovates, develops, or improves products,
processes, or software, you likely qualify
Software Development
Custom software, new features, or improving existing systems
qualify for substantial credits.
Product Innovation
Developing new products, improving formulations, or creating
prototypes are eligible activities.
Process Improvement
Manufacturing efficiency, automation projects, and process
optimization all qualify.
The Hidden Cost of Ignoring R&D Credits
Every year without claiming is money lost forever. Here's what
companies struggle with.
Most companies miss out on $100K - $500K+ in annual tax credits
simply because they don't know they qualify
Documentation
The R&D tax credit process is notoriously complicated, with
extensive documentation requirements that overwhelm busy teams.
Process
Internal teams spend hundreds of hours gathering data, only to
submit incomplete claims that get rejected.
Why Companies Choose TaxVantage
We handle everything so you can focus on innovation while we recover
your cash
Maximize Your Claim
Our experts identify every eligible expense to ensure you
receive the maximum credit possible.
Fast Processing
Get your assessment in 48 hours and complete claims in 2-4
weeks, not months.
Audit Protection
Full documentation and IRS audit support included with every
claim at no extra cost.
Multi-Year Claims
Claim credits for up to 3 prior years you may have missed,
unlocking substantial cash flow.
Trusted by Innovative Companies
Join hundreds of companies that have unlocked millions in R&D tax
credits
We recovered $340,000 in R&D credits we didn't know existed. The
process was seamless and their team handled everything.
After years of leaving money on the table, we finally claimed
$520,000. Wish we had started sooner!
The team identified credits for projects we thought wouldn't
qualify. Received $285,000 and filed for 3 previous years too.
Simple Pricing. Serious Value.
One simple, transparent pricing model — no hidden extras or complicated tiers.
Simple & aligned
R&D Credit Engagement
$2,500 Administrative Fee
+ 18% of the R&D credit you receive
Features
- Expert-led R&D credit study
- Federal and eligible state credits
- Technical narratives & audit-ready workpapers
- Completed tax forms for your CPA
- Support for questions and audits related to your claim
Frequently Asked Questions
Get answers to common questions about R&D tax credits
How much can I expect to receive?
Most businesses can recover 10%–20% of their eligible R&D expenses as a federal credit, and some may
qualify for additional state credits. The exact amount depends on your payroll costs, qualified activities,
and historical filings. After reviewing your inputs, we estimate your potential credit so you know what
benefit to expect before moving forward.
What if I've never claimed R&D credits before?
If you’ve never claimed R&D credits, you can still qualify and often recover credits for prior years. Many
businesses overlook eligible activities, so first-time claims are very common. We review your qualifying
work, calculate missed opportunities, and help you file the necessary documentation so you can benefit
without disrupting existing tax filings or compliance.
How long does the process take?
Most claims are completed within 2–4 weeks, depending on how quickly documents are provided. Once we
gather your payroll data, project details, and financial records, our team prepares your full claim package,
conducts compliance checks, and coordinates with your CPA. This allows you to submit a clean, audit-ready
claim without delays to your tax timeline.
What are your fees?
Our pricing is a clear, fixed fee based on the scope and complexity of your claim—no hidden costs, no
surprise charges. You’ll know the exact amount before we begin any analysis. This allows you to move forward
confidently, understanding your expected credit value, project requirements, and the full cost of service
upfront.
What if we get audited?
We prepare every claim to be fully audit-defensible. If the IRS requests additional information, we support
you by providing documentation, technical narratives, payroll evidence, and all required explanations. Our
process ensures your claim is accurate, clearly justified, and aligned with IRS guidelines, reducing risk
and giving you confidence throughout any review.
Ready to Claim Your R&D Tax Credits?
Join thousands of companies who've already unlocked millions in
tax savings.
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