R&D Tax Credit (Form 6765)

Get paid to innovate. You might be missing your biggest tax deduction.

Fred Lundin CPA offers specialized R&D Tax Credit Preparation Services to help US small businesses claim the lucrative Section 41 Research & Experimentation tax credit. Many business owners mistakenly believe this credit is only for pharmaceutical giants or scientists in white lab coats. In reality, if you are writing code, designing new products, improving manufacturing processes, or even experimenting with new brewing techniques, you likely qualify. This is a dollar-for-dollar reduction in your tax bill, not just a deduction.

We handle the rigorous documentation required to claim this credit safely. Our virtual process involves a comprehensive "R&D Study" where we interview your technical team, identify qualifying activities under the IRS "Four-Part Test," and calculate your Qualifying Research Expenses (QREs). For eligible startups (under 5 years old with less than $5M in revenue), we can even apply this credit against your payroll taxes, putting cash back in your pocket even if you aren't profitable yet.