Investing in Innovation.
When you leverage the Research & Development tax credit you uncover an opportunity to reinvest thousands of dollars into your organization. Yet, it’s one of the most underutilized credits available. Don’t fall for the myth that the R&D credit is only for large companies in specific industries. Discover how companies just like yours are significantly enhancing their cash flow through this powerful tax-saving strategy.
What is the R&D Tax Credit?
Maybe you’ve heard of the R&D tax credit, but aren’t sure exactly what it is, how it would benefit your firm, or assume you don’t qualify. Find out all the details about this powerful and widely underutilized tax credit from our Director of Strategic Tax Advisory, Tom Moul.
R&D Success Stories
In addition to immediately improving your cash flow, the R&D tax credit brings a sizable reduction to not only your current, but also your future federal and state tax liabilities. Learn more about how companies just like yours are taking advantage of this highly lucrative credit.
National R&D Experience
R&D Map
The R&D tax credit can be overwhelming to many firms, and that’s why we have a dedicated team and process that is not only efficient but highly effective in maximizing your R&D benefits. Our expertise comes from conducting highly successful R&D studies for clients across the country.
Take the Self-Assessment
Are you currently performing any of the following activities, innovations, or production processes? If so, you may be eligible for the R&D tax incentive.
Experience That's Personal
Jennifer Nelson, CPA, MBA,
Managing Director, Tax Group
Jennifer leads clients through the complex world of federal, state, and international taxation of corporations, partnerships, and individuals. Additionally, she provides tax research, consultation, and compliance in the areas of accounting methods, international tax, multi-state taxation, tax credits, depreciation, entity selection and structure, and overall strategic tax planning and advisory.
Tom Moul, CPA,
Director, Strategic Tax Services
Tom specializes in customized planning that increases tax efficiency by considering the unique big picture needs and goals of each client. Helping client to minimize taxes, identify alternatives, and understand tax implications, and structure transactions. One of his favorite tax strategies is helping firms to fully utilize the Research and Development (R&D) tax credit to put cash back in their firm. He is a frequent presenter on R&D for national trade organizations.
Kelly Morningstar, CPA, MBA,
Director, Tax Services
Kelly is an experienced director who serves clients with applies her several years of accounting experience towards helping firms with tax compliance, planning, and strategic tax advisory services. She has specialized expertise in helping firms to enhance their cash flow by utilizing the research and development tax credit.
Nicki Boelens,
R&D Tax Credit Consultant
Nicki performs Research & Development tax credit studies for clients with a specialized focus in the architectural and engineering industry. She is highly skilled in the development of cost-benefit estimates and managing R&D projects including performance of the study and the generation of related reports and deliverables.
Bradley Davis,
R&D Tax Credit Consultant
Working in the Research and Development tax area, Brad works closely with clients to guide them through the R&D tax credit study process to maximize return and profitability. Brad serves a wide range of industries with a particular focus in architecture, engineering, and manufacturing.
Ryan Pierce,
Strategic Tax Advisory Consultant
As part of the Strategic Tax services group, Ryan helps clients uncover opportunities to meet their goals in the most tax-efficient way possible. This includes maximizing their research and development tax credit potential. In his role, Ryan has developed experience working with a variety of industries.
