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R&D Tax Credit Case Studies

Manufacturing Case Studies

1. Architectural Woodworking

Architectural Woodworking Companies Awarded Federal R&D Tax Credits

Case Study 1

Tax Year Total Qualified Expenses Total R&D Credit
2015 $ 947,947 $ 55,020
2014 $ 939,485 $ 92,990

Case Study 2

Tax Year Total Qualified Expenses Total R&D Credit
2011 $ 1,440,053 $ 115,462
2012 $ 638,715 $ 40,339


2. Large Food Processor

  • Food Processor integrates internal automation
  • Product Development & Process Improvement initiatives result in a $500,000 R&D Tax Credit

R&D Tax Savings Co.

  • Represents leading food processing companies
  • R&D Tax Savers is a leader in food processing related R&D tax credits
  • 20 years of experience in the industry

Start Up Case Studies

Start-Up Companies

Start-Up Companies awarded Federal R&D Tax Credits

Company Tax Year Total Qualified Expenses Total R&D Credit
Case Study 1 Artificial Intelligence Software 65 Employees 2016 $ 3,874,496 $ 251,842
Case Study 2 Mobile App Development & Kiosks 24 Employees 2016 $ 3,820,883 $ 248,357
Case Study 3 E-Commerce Software Developer 11 Employees 20162015 $ 436,267$ 679,446 $ 28,357 $ 44,164
Case Study 4 Health Software Developer 8 Employees 20162015 $ 83,060 $ 94,813 $ 12,279 $ 13,484
Case Study 5 Specialty Candy Manufacturer 7 Employees 20162015 $ 188,915$ 207,448 $ 5,399 $ 6,163

Architecture and Engineering Case Studies

Architecture & Engineering Clients

Firms Awarded Federal R&D Tax Credits

Company Tax Year Total Qualified Expenses Total R&D Credit
Case Study 1 Suffolk County, NY Architect 2016 $ 3,874,496 $ 251,842
Case Study 2 Suffolk County, NY Architect 20142013 $ 3,137,670$ 3,255,880 $ 132,430$ 195,353
Case Study 3 New York City Architect 20162015 $ 692,080$ 679,093 $ 38,625 $ 61,026
Case Study 4 Denver, CO Engineering 201620152014 $ 871,371 $ 1,111,601 $ 862,941 $ 40,974 $ 74,100 $ 74,100
Case Study 5 Los Angeles, CA Engineering 2016 $ 1,440,893 $ 93,541

Software & User Experience Design Case Studies

Custom Software for Large Parts Supplier

  • Part supplier develops software to improve process
  • Process initiatives resulted in a $500,000 R&D credit

R&D Tax Savings Co.

  • Represents leading software companies
  • R&D Tax Savings is a leader in software and process related R&D tax credits
  • 20 years of experience in the industry

Distribution & Logistics Case Study

Distribution & Logistics

As part of a larger lean improvement initiative, a large distributor develops custom software to enhance work-flow and delivery efficiency

R&D Expense Amount
Wages $ 15,700,000
Supplies $ 1,300,000
Contractor $ 1,000,000
Total $ 18,000,000
Qualified Employees 400
Credit Amount $ 800,000