Research & Experimentation Tax Credit Services

If our client makes a product, Dugan & Lopatka's R&E Tax Credit Services saves them significant taxes!

Hidden Tax Credit!

Are Companies Leaving Money on the Table?

If our client has spent time and resources to improve their product and make it better, faster and cheaper, then it's likely that they have research and experimentation costs that qualify for the Federal Research and Experimentation Tax Credit.

The tax credit includes many more costs not typically captured in your accounting R&D Costs line.

Is Our Client Eligible?

If our client engages in product development or process improvement activities such as warehouse, distribution, manufacturing process innovation or software creation, they may be eligible.

The government's statutory rules dictate that creditable research must be technological in nature, constitute a process of experimentation and intend to result in a new or improved business component.

The rules are complex and no two businesses are the same. Eiligibility will differ greatly. However, most companies will benefit from the following:

  • A reduction in their current-year effective tax rate
  • Cash refunds from previously filed income tax returns
  • Identification of activities qualifying for other tax incentives
  • Documented approach to identifying available credits that benefit future years.
How Does Dugan & Lopatka Uncover Credits?

The secret to identifying our client's research and experimentation tax credits is obtaining an in-depth knowledge of their processes. We frequently cannot capture available credits by relying only on accounting data.

Companies typically spend more money in process improvement than product design. Although many companies do not design their products, they spend valuable resources improving the production process.

There is no easy way to capture process improvement expenditures. They're buried in "manufacturing" accounts. By conducting thorough research and interviewing key personnel, Dugan & Lopatka' R&E Tax Credit Team helps our client uncover and identify these hidden expenditures.
Why Dugan & Lopatka?
Most CPA firms are generalists and do not have a thorough understanding of the government requirements for this tax credit. Most CPA firm don't even mention the R&E Tax Credit to their clients. Dugan & Lopatka understands manufacturing. We understand tax. We also understand the Research & Experimentation Tax Credit rules. Our R&E Tax Credit Team uses sophisticated research and analytical tools to help our clients.

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Last modified: February 12, 2003