Helping Your Business Grow Through Smart Tax Solutions
At Affinity Strategic Advisors, we help businesses unlock valuable R&D tax credits. Our simple, straightforward process lets you focus on what matters most—growing your business.
Discover How Much You Could Save.
What is the R&D Tax Credit?
The R&D Tax Credit is a government incentive designed to reward businesses for innovation. If you're improving products, processes, or technology, you could reduce your federal and state tax liabilities, giving you more capital to reinvest in your business.
Save on Taxes:
Reduce your tax bill directly.
Improve Cash Flow:
Free up funds for growth.
Flexible Application:
Apply to past and future activities.
Who Can Benefit?
You don’t need to be a tech giant to qualify. If your team solves problems, improves products, or develops new solutions, you might be eligible.
Key Benefits:
Improving product design
Developing custom software
Enhancing manufacturing processes
Integrating new technologies
Testing new prototypes
Eligible Years: 2022, 2023, 2024 (with carryforward options)
How We Simplify the Process
We make claiming your R&D tax credits easy
Quick Consultation
Tell us about your business and projects.
Review & Analyze
We identify qualifying activities and calculate your potential savings.
Claim & Support
We handle all the paperwork and provide audit support if needed.
No Upfront Fees – You Only Pay When You Save
Why Choose Affinity Strategic Advisors?
Expertise You Can Trust:
Our team has decades of experience in tax advisory and R&D credits.
Tailored Solutions:
We customize our approach to fit your unique business needs.
End-to-End Support:
From initial assessment to final filing, we've got you covered.
Audit Support Included:
We provide comprehensive audit support at no extra cost.
Success Stories
Industries We Serve
Our expertise spans a wide range of industries:
Case Study
Case study: Construction Firm Unlocks Significant R&D Credits
Industry:
Construction
Challenge:
A mid-sized construction firm was unaware that their efforts to develop new building techniques, improve project workflows, and implement sustainable materials qualified for R&D tax credits. They believed R&D credits were only for scientific research or large-scale tech innovations.
Our Approach:
Affinity Strategic Advisors conducted a detailed analysis of their projects, focusing on technical problem-solving, process improvements, and design modifications. We worked closely with their project managers and engineering teams to identify qualifying activities and document the necessary supporting details.
Results:
- Identified $900,000 in qualifying R&D expenses
- Secured $180,000 in federal and state R&D tax credits
- Established streamlined documentation practices for future claims
Impact:
The tax savings enabled the firm to invest in new sustainable construction technologies, improve project efficiency, and expand their service offerings to new markets.
Frequently Asked Questions
Who qualifies for the R&D Tax Credit?
Any business developing new products, improving processes, or conducting technical research.
What expenses qualify?
Wages, contractor costs, materials, and software used in R&D activities.
How much can I save?
Savings typically range from 6% to 14% of eligible R&D expenses.
Can startups claim the R&D tax credit?
Yes, even startups can benefit from the R&D tax credit. In fact, startups can apply the credit to offset payroll taxes, even if they are not yet profitable.
Is a dedicated R&D department required to qualify?
No, you don’t need a dedicated R&D department. Many qualifying activities are carried out by employees in various roles across different departments.
How far back can I claim R&D tax credits?
You can typically claim R&D tax credits for the past three tax years. Additionally, any unused credits can often be carried forward for up to 20 years.
What industries are most likely to qualify?
While tech and manufacturing are common, industries like agriculture, construction, healthcare, and even food production frequently qualify based on their innovation activities.
Who qualifies for the R&D Tax Credit?
Any business developing new products, improving processes, or conducting technical research.
What expenses qualify?
Wages, contractor costs, materials, and software used in R&D activities.
How much can I save?
Savings typically range from 6% to 14% of eligible R&D expenses.
Do you offer audit support?
Yes, we provide comprehensive audit support at no additional cost.
Can startups claim the R&D tax credit?
Yes, even startups can benefit from the R&D tax credit. In fact, startups can apply the credit to offset payroll taxes, even if they are not yet profitable.
Is a dedicated R&D department required to qualify?
No, you don’t need a dedicated R&D department. Many qualifying activities are carried out by employees in various roles across different departments.
How far back can I claim R&D tax credits?
You can typically claim R&D tax credits for the past three tax years. Additionally, any unused credits can often be carried forward for up to 20 years.
What industries are most likely to qualify?
While tech and manufacturing are common, industries like agriculture, construction, healthcare, and even food production frequently qualify based on their innovation activities.
Our Commitment to You
At Affinity Strategic Advisors, we’re dedicated to helping your business grow. Our process is built on transparency, efficiency, and results. We work as your strategic partner to ensure you get the maximum benefit from R&D tax credits.
Your Success Is Our Priority
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