The One Big Beautiful Bill Act has given SMBs a
4-year window of R&D credit opportunities.
Most companies haven’t adjusted their strategy yet.
~ $300,000 to $1,500,000+ in post-tax PROFIT
SMBs --> Scale. Pay Debt. Invest in AI.
Most companies are already doing qualifying work--they’re just not capturing the credit.
We identify, document, and recover it -- defensibly.
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
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 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 & cash flow opportunities than ever before.
Where We Find This Value
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Process improvements across locations
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Internal systems, tracking, or workflows
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Trial-and-error to improve outcomes
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Operational inefficiencies you’ve solved
Why This Is Missed
Most CPAs firms don’t have the personnel to perform engineering-based R&D studies.
Many specialty firms rely heavily on software models that miss nuance, and they don't go deep into operational discovery.
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 discovered, how it’s supported, and how confidently it stands up.