No! We combine our tech automation with a team of real, human accountants who have years of expertise in tax credits. When you work with us - to both qualify for and claim your tax credit - it means you are working with certified tax professionals, not just an algorithm.
Our hybrid approach helps to streamline the tax credit qualification process while providing you with the education and tools to maximize your earned credit for past years (if applicable), this year and into the future.
What is the R&D tax credit?
The R&D tax credit is a dollar-for-dollar offset of federal income tax liability, and in certain circumstances, payroll tax liability, too.
What do I need to qualify?
Your company needs to have activities that qualify as research and development expenditures. We’ll help you determine what that might be.
Why didn’t I know about this?
The R&D Tax Credit was first introduced by the US in 1981 but wasn’t made permanent until 2015. Traditional firms have accounting teams that handle it, but most start-ups don’t — especially in tech. With limited accounting resources, these credits are almost always left on the table.
What will your service cost me?
We collect just a 19% fee of your savings, typically cheaper than a traditional R&D tax incentive consultant. We gain new visibility into other ways you can save, providing insights that can help your business get back money from tax credits for years to come.
What happens if I get audited?
Sometimes, audits just happen. If you do get audited, we provide full audit protection. That means we will support the R&D claim throughout the entire process. Our protection is backed by tax specialists who are well-versed in this area. No stress, no worries.
How time consuming is claiming R&D tax credits?
It depends on the type and size of the organization but working with Rebate saves you both time and money. We like to be thorough to ensure accuracy, and the most time-consuming part can be providing proper documentation. Some R&D credit company providers bypass this part, which adds unnecessary risk.
If I didn’t claim for a previous tax year, could I claim it now?
You sure can. We are always happy to provide amendments to help you claim on previous years. It adds complexity to the process but is a great way to increase your tax credits and savings.
What information do you need?
Can I claim an R&D Tax Credit at the state level?
Yes, sometimes. We can evaluate your eligibility at a state level, too. Check out our Resources section to better understand the benefits of tax credits by state.
I am pre-revenue. Do I qualify?
Absolutely. The Path Act of 2015 allows for pre-revenue companies to use tax credits against their payroll tax. Tax credits also carry forward. If you don’t use them now, you can use them at a later date.
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