Why 2026 Is a Rare Window
Recent tax changes have quietly reopened the ability to capture R&D tax credits going back to 2022–2025 — even for companies that previously thought they didn’t qualify.
At the same time, state-level incentives have expanded, and manufacturers may now benefit from QPP-related acceleration in 2025–2026.
The result: companies that take action now are uncovering substantially larger, immediate profit opportunities than in prior years.
Typical After-Tax Impact
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$300K–$500K (process-driven organizations)
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$500K–$900K (ops + systems involvement)
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$900K–$1.5M+ (multi-location / dev complexity)
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2022–2025 lookback = largest immediate impact
These are bottom-line improvements -- not revenue increases, not cost deferrals, and not financing.
Where We Find This Value
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Process improvements (R&D credits)
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Hiring + workforce incentives (WOTC)
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Cost segregation & QPP acceleration
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State-level credits & local incentives
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Operational inefficiencies you’ve already solved
Why This Is Missed
Most CPAs don’t go deep into operational discovery — and many specialty firms rely heavily on software models that miss nuance.
Where We’re Different
We take a different approach:
• Engineer-led, hands-on discovery of real operations
• Collaboration with specialized CPAs for proper treatment and documentation
• Focus on maximizing defensible capture — not just safe estimates
• Often more efficient fee structures, especially as credit size increases
The difference isn’t just filing a credit — it’s how much is found, how it’s supported, and how confidently it stands up.