Investing in Innovation.

Research Development Tax Credit

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.

Research Development Engineering
Research Development Architectural
Research Development Construction Contactor

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.
Stambaugh Ness
2019-11-01T14:36:25-04:00
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.
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Stambaugh Ness

Take the Self-Assessment

Research & Development QualificationsAre 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

Jen Nelson, CPA - Stambaugh Ness 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 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 | Stambaugh Ness 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 Consultant | Stambaugh NessNicki 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 | Stambaugh Ness 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 | Stambaugh NessRyan 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.


Tom Moul, CPA - Stambaugh Ness

Contact: Tom Moul, CPA

Business Development Director, Strategic Tax Services Group