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Technology

Monetize Innovation with Strategic Tax Credits

AI, machine learning, and blockchain developers are rich with technical R&D, but most don’t claim the tax benefits available to them. Tech companies innovate constantly and if structured properly, they can get the IRS to help fund their growth. We specialize in mapping your technical work to qualified R&D credits, payroll offsets, and entity optimization.

Free Benefit Analysis

Why Technology Companies Benefit

  • Continuous R&D cycles in software and algorithm development but rarely documented properly
  • High engineering and developer payroll results in huge offset opportunities
  • Often structured as startups or LLCs without tax optimization
  • Large portions of budget qualify for credits but go unclaimed
  • Startups can use credits even in pre-revenue phases

Top Tax Strategies That Apply

R&D Tax Credit

Covers code development, algorithms, software, UX, database architecture and QA testing

Payroll Tax Reduction

Even early-stage firms with no income can offset payroll taxes

Form 3115

Adjusts accounting for software capitalization rules

IC-DISC (when exporting platforms/IP)

For SaaS products or tech exported internationally

Captive Insurance

Protect IP development risk, IP infringement, downtime, and cyber risk

Cost Segregation

Data centers, offices, or R&D labs have huge amounts of shorter-life property

Example Scenarios

AI platform with 12 developers

$284K
in R&D credit over 2 years

SaaS startup funded

$93K
in R&D + $24K saving in payroll taxes

Why CPAs Often Miss This

  • Assume software dev doesn’t qualify for R&D; fail to map sprints/epics to qualified activities
  • Don’t suggest payroll tax reduction strategies for W-2 employees
  • Miss Cost Segregation on offices and lab-like spaces
  • Overlook products exported and opportunity to save taxes on export income
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