skip to main content
X
Arrow Left
Arrow Right

Services

Research and Development Credits

Tax

We’re committed to relieving the tax burdens of businesses, individuals, and families. With a careful assessment of your situation, our tax professionals develop a uniquely customized strategy for your tax planning needs with the objective of minimizing your tax liability.

What We Offer

RESEARCH AND DEVELOPMENT TAX CREDITS ASSIST COMPANIES IN DETERMINING THEIR ALLOWABLE CREDIT WHILE BACKING THEM WITH PROPER DOCUMENTATION TO WITHSTAND IRS SCRUTINY

Technological innovation involves substantial annual expenditures by many US businesses. Our Research & Development (R&D) Tax Credit specialists assist companies in determining their allowable tax credit, while helping to substantiate those credits with the proper documentation required to withstand IRS scrutiny.

While the R&D tax credit has been a part of the tax code for more than 30 years, there’s no doubt that it is a proven method for reducing or eliminating tax liability and increasing cash flow. The tax definition of R&D is much broader than the traditional term “R&D.” It includes formal R&D activities and R&D groups, but also include developments and improvements related to products and operational processes.

Our team possesses the expertise to properly identify R&D opportunities, maximize the benefit you may have earned and -equally important- have the relevant experience to defend R&D tax credit claims under IRS examination.

What is the R&D tax credit? 

The R&D tax credit is intended to stimulate technological innovation and is available to all companies performing qualifying R&D within the United States. The R&D tax credit is comprised of both qualified research activities (QRAs) and qualified research expenditures (QREs).

Four-part test

Qualified research activities are defined as activities taking place to develop a new business component or process improvement and must meet the four-part test:

  1. The qualified purpose of the activity is to develop a new product or process, or is intended to improve the performance, functionality, quality, or reliability of an existing business component.
  2. There must be uncertainty at the onset of the project. Uncertainty is not strictly defined as whether or not you succeed, but rather how you move forward.
  3. There must be a process of experimentation which can include developing one or more hypotheses (design alternatives), designing and conducting experiments to test and analyze those hypotheses, refining or discarding those hypotheses to design the business component, computer modeling, simulation, trial or error testing, prototype design and/or construction.
  4. The project must be technical in nature and relate to physical sciences such as mechanical, electrical, biological engineering or computer science.

Qualified research expenditures are defined as:

  • The wages paid to employees conducting or supporting the qualifying activities
  • The costs of supplies (raw materials) that are consumed in the R&D activities
  • The expenses paid to outside individuals or companies that assist in the qualifying research.

Our process

First, we will provide a free assessment to estimate the amount of credits for which you may be eligible. If engaged to do a study, our team will strive to limit the interactions with your company. There are no specific recordkeeping requirements to be eligible for the R&D tax credits nor is there any requirement that you re-create any information.

Our R&D tax credit specialists are very skilled and experienced at understanding your accounting policies and recordkeeping culture to ensure that they meet any IRS exam guidelines. Our typical project interaction involves a half day visit to your location. Our tools and guidance can make the exercise of claiming R&D tax credits annually a smooth and enthusiastic initiative.

OUR PROFESSIONALS

TODD TIGGES

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

TODD TIGGES

Partner, UHY LLP
Managing Director, UHY Advisors

ROBERT POTTER

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

ROBERT POTTER

Partner, UHY LLP
Managing Director, UHY Advisors

JOSEPH FALANGA

Managing Director, UHY Advisors
New York, New York

JOSEPH FALANGA

Managing Director, UHY Advisors

ANTHONY FRABOTTA

Partner, UHY LLP
Chairman Emeritus, UHY Advisors
Sterling Heights, Michigan

ANTHONY FRABOTTA

Partner, UHY LLP
Chairman Emeritus, UHY Advisors

GINA JAMES

Principal, UHY Advisors
Kansas City, Missouri

GINA JAMES

Principal, UHY Advisors

MARC RUBIN

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

MARC RUBIN

Partner, UHY LLP
Managing Director, UHY Advisors

RICHARD KOSKEY

Principal, UHY Advisors
Hudson, New York

RICHARD KOSKEY

Principal, UHY Advisors

CHUCK SOCKETT

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

CHUCK SOCKETT

Partner, UHY LLP
Managing Director, UHY Advisors

TODD KELLEY

Managing Director, UHY Advisors
Ann Arbor, Michigan

TODD KELLEY

Managing Director, UHY Advisors

BILL SUTTON

Principal, UHY Advisors
St. Louis, Missouri

BILL SUTTON

Principal, UHY Advisors

STEVE GOESTENKORS

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

STEVE GOESTENKORS

Partner, UHY LLP
Managing Director, UHY Advisors

DENNIS LAPORTE

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

DENNIS LAPORTE

Partner, UHY LLP
Managing Director, UHY Advisors

JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

LARRY SILVERSTEIN

Principal, UHY Advisors
Columbia, Maryland

LARRY SILVERSTEIN

Principal, UHY Advisors

JOHN SALEMI

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut

JOHN SALEMI

Partner, UHY LLP
Managing Director, UHY Advisors

PAUL MARINEAU

Director of International Tax, UHY Advisors
Detroit, Michigan

PAUL MARINEAU

Director of International Tax, UHY Advisors

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors

GORDON FOLLMER

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

GORDON FOLLMER

Partner, UHY LLP
Managing Director, UHY Advisors

KEITH MOORE

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

KEITH MOORE

Partner, UHY LLP
Managing Director, UHY Advisors

RALPH MIRANDO

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

RALPH MIRANDO

Partner, UHY LLP
Managing Director, UHY Advisors

SCOTT VENTLINE

Principal, UHY LLP
Detroit, Michigan

SCOTT VENTLINE

Principal, UHY LLP

HAROLD MOHN JR.

Mid Atlantic Regional Managing Director, UHY Advisors
Columbia, Maryland

HAROLD MOHN JR.

Mid Atlantic Regional Managing Director, UHY Advisors

MATTHEW MUNN

Principal, UHY Advisors
Sterling Heights, Michigan

MATTHEW MUNN

Principal, UHY Advisors

MEHMET UGUR

Principal, UHY Advisors, Inc.
Houston, Texas

MEHMET UGUR

Principal, UHY Advisors, Inc.

DANIEL FELSTOW

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

DANIEL FELSTOW

Partner, UHY LLP
Managing Director, UHY Advisors

HEATHER BENSON

UHY Advisors
Sterling Heights, Michigan

HEATHER BENSON

UHY Advisors

YI SHRESTHA

Principal, UHY Advisors
Columbia, Maryland

YI SHRESTHA

Principal, UHY Advisors

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors

F. MICHAEL ZOVISTOSKI

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

F. MICHAEL ZOVISTOSKI

Partner, UHY LLP
Managing Director, UHY Advisors

BRADLEY CUMMINGS

Partner, UHY LLP
Managing Director, UHY Advisors
Catskill, New York

BRADLEY CUMMINGS

Partner, UHY LLP
Managing Director, UHY Advisors

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

Learn More

Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

Learn More

Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

Learn More
Hide Firm Disclaimer

©2021 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc. and its subsidiary entities. UHY Advisors, Inc. provides tax and business consulting services through wholly owned subsidiary entities that operate under the name of "UHY Advisors." UHY Advisors, Inc. and its subsidiary entities are not licensed CPA firms. UHY LLP and UHY Advisors, Inc. are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. "UHY" is the brand name for the UHY international network. Any services described herein are provided by UHY LLP and/or UHY Advisors (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.