R&D Tax Credits
ANOTHER WAY, WE HELP YOU UNCOVER OPPORTUNITY.
Work you’re already doing. Value you may not be claiming.
Most business owners think R&D means inventing something brand new.
In reality, it’s about improving how things work.
If your business tests ideas, refines processes, builds prototypes, customizes software, or solves technical challenges — that may qualify.
Our job is simply to determine if the work, you’re already doing fits the criteria.
There are other groups that do this,
but why work with A2Z Benefits?
With over ten years in tax strategy, we help business owners implement comprehensive plans designed to significantly reduce their tax burden. Our experience spans R&D Tax Credits and Work Opportunity Tax Credits, as well as the Employee Retention Tax Credit (ERTC) during the period it was available. We’ve maintained an extremely low audit rate, approximately six audits, and have successfully defended everyone.
TAX STRATEGY
By consulting with a tax professional before the yearly deadlines, you are better able to make strategic plans for your business. As the year closes out take time to review the plans laid out by your financial advisor. Put into action any processes that will save you money when it comes time to file your business taxes.
Tax professionals must stay on top of changes in tax laws and will know the best strategies for your business. Don’t forget to ask your tax professional how they can partner with Lifetime Navigators or Solutions Made Simple to reduce your tax liability.
- Tax Credits – R&D is a tax credit. It is a dollar for dollar for your tax burden. Tax credits directly decrease taxes. This means that for every dollar of a tax credit you save a dollar on your tax bill.
- Tax Deductions – Tax deductions lower the amount of taxable income. This means that the amount you are taxed per dollar (depending on your income bracket) is removed from your taxable income. It’s as though it was never there to begin with.
- Tax Exclusions – A tax exclusion indicates income that does not need to be reported to the IRS when filing your taxes.
Keeping detailed records throughout the year will make your tax season less stressful. By having all your paperwork and information in order it will also make your accountant’s life easier. This could help them more easily identify ways for you to save.
FAQ's
The R&D Tax Credit was established in 1982 to encourage innovation in business processes and methodology. Over the years, updates to legislation and application procedures have made the credit easier for businesses to access. The credit offsets qualified R&D expenses and wages, and changes effective January 1, 2016 made the credit permanent while expanding eligibility for startups, mid-size companies, large organizations, and engineering and architectural firms. The most recent process updates were introduced in July 2025, further simplifying how businesses qualify and apply.
This tax credit deducts a percentage of expenses paid by a company to provide paid-leave for an employee. It must be for medical purposes.
Who it’s for: Companies who provided paid-leave for medical reasons to an employee for at least two weeks.
Notable Limitations: The employee must be on your payroll for at least one year in order to qualify.
This credit is for any business that makes significant efforts to make itself more accessible to those with disabilities.
Complete Audit Guarantee
Because we have never lost an audit and will do a complete COVID impact report with working papers documentation we are confident in giving our clients a 100% audit guarantee meaning that should our clients get an audit from the IRS we will completely defend them for the work we did for them. (Note - the limit of our liability on covers our work based on the numbers they give is, not on any validity of the numbers being true and accurate.) After over 877 clients in the past two-years we have been doing ERTC we have never had an audit requested of any of our clients. Will those other companies even be around should the IRS request an audit? How would you like to keep looking over your shoulder in fear of an audit?
Complete Fee Guarantee
We have created a unique algorithm to ensure the clients gets back every single penny owed to them by the IRS to include any interest incurred. This is why we are able to get significantly more credits back than other companies that have jumped into this business. We also state in our Letter of Agreement that we provide a 100% fee guarantee that if we are unable to get any recovery back from the IRS, we will refund any up-front fees paid to us to complete this work. With over 877 clients and millions of dollars in recoveries, we have always gotten every penny we have requested bar none.
Start a conversation to see if partnering with A2Z Benefits is the right fit.
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