R&D tax credit study and Form 6765 package — at a fixed annual price, not a share of your credit

For small tech C-corporations and startups: connect payroll and your project list, confirm each month who worked on what — and at year end get the qualified research expense calculation, a draft Form 6765 for your CPA and the documentation behind every number. The payroll tax election for qualified small businesses is included.

I need this

Service in preparation · No payment is accepted on this page

What you get

Monthly R&D time by projectA short monthly confirmation by each engineer instead of reconstructing a whole year from memory.
I need this
Qualified research expensesWages, supplies, computer use in research and 65% of contract research — by project and business component.
I need this
Draft Form 6765Every line of Form 6765 with the calculation behind it, ready for your CPA to review and file with the return.
I need this
Payroll tax offsetFor qualified small businesses: the election to apply the credit against payroll taxes and the quarterly figures for Form 8974.
I need this

Example (fictional data)

Startup with 7 engineers, tax year 2025. Engineer A: 80% of time on a new matching algorithm — qualified wages. Engineer B: 40% on the algorithm, the rest on customer support — support excluded. Work by an outside lab under contract — counted at 65%. Company younger than five years — payroll tax election marked for the return.

Choose your company size

How it works

The federal credit for increasing research activities (section 41 of the Internal Revenue Code) rewards companies that develop new or improved products, software or processes through experimentation. It is claimed on Form 6765 with the income tax return, and the IRS expects documentation that ties each dollar of wages and expenses to qualified research.

That documentation is hardest to build at year end. The service collects it during the year: payroll comes in, each engineer confirms monthly the share of time spent on each project, and supplies, computer use and contract research are tagged by project. At year end you get the calculation of qualified research expenses, the draft Form 6765 and the file of supporting records.

A qualified small business can apply part of the credit against payroll taxes; the service prepares the election and the quarterly figures for Form 8974. Your CPA reviews everything and files the return.

Questions

Who can claim the R&D credit?

Businesses that develop new or improved products, software or processes through experimentation, as described in section 41 of the Internal Revenue Code.

Is this tax advice?

No. We prepare the calculation and documentation from your data; your CPA reviews and files the return. We are not a CPA firm and do not represent you before the IRS.

What do I need to start?

Payroll reports, a list of projects and engineers, and contracts with outside developers or labs, if any.

Can I use it already?

Not yet. The service is in preparation, and we are checking whether companies need it.

Connect payroll

Connect payroll