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R&D Tax Experts

Compliant R&D Studies

Workflow management tools, streamlined documentation collection, AI assistance, and seamless integration with many major payroll providers.

Our team consists of CPAs and tax experts from Big 4 Accounting firms with decades of R&D experience. 

Our SOC-2 Certified secure platform is built directly from the IRS Audit Technique Guide and walks you through the IRS’ 4-Part Test.

R&D Tax Credits for SMBs  

How much is your credit worth?

Innovative companies who are working to develop or improve products or processes may be eligible to claim up to 10% of their qualified expenses. 


But many eligible businesses leave their hard-earned money on the table. Millions of dollars in R&D tax credits go unclaimed each year.


Our customized mix of technology and expert support allows qualified companies get the most out of their R&D tax credit while producing compliant, defensible studies.

Testimonials

We’ve helped 1,600+ companies claim over $350 million in R&D tax credits.

Brendan Guerin

Prism Analytic Technologies, CEO

We have used our R&D credit to grow our team with a simple, easy-to-understand process through Clarus R+D.

Claire Coder

Aunt Flow, Founder

As the founder of a startup, the last thing I have time to do is find tax incentives. Clarus R+D was extremely helpful.

Chandan Srivastava

Genetesis, Co-Founder and CFO

We thought getting the R&D tax credit would be tedious but the Clarus team streamlined the process and made it quite user friendly.

State by State

State R&D Tax Credits

Many states offer a state R&D tax credit in addition to the federal credit. While the rules and requirements vary from state-to-state, these credits can further enhance your benefit, making it even more rewarding to invest in research and development activities. 

Maximize your state and federal claims

Our software calculates your credit in real time and automatically generate reports you need to substantiate and document your R&D tax credit. Plus, every study is reviewed by our team of R&D tax credit experts. 

Frequently Asked Questions

What kind of expenses typically qualify?

The IRS' Four-Part Test outlines a simple guide to determine if R&D activities are qualified for the credit:


1. Permitted Purpose: Are you developing or improving a product, process, formula, or software?

2. Technological in Nature: Is your work within physical or biological sciences, engineering, or computer sciences?

3. Elimination of Uncertainty: Are you asking questions such as "Can we develop it?" or "How do we develop it?"

4. Process of Experimentation: Are you systematically evaluating one or more alternatives?

How do I actually monetize the credit?

Companies who have less the $5MM in gross receipts for the current tax year, are within the first 5 years of receiving any gross receipts, and have claimed the payroll R&D tax credit less than 5 times can use the credit to offset up to $500,000 of the employer's portion of FICA and Medicare tax on an on-time return.  Companies who have outgrown the payroll option can instead use the credit to offset their income tax liability. There is no limit to how much you can claim, and the credit can carry forward for up to 20 years. 

What does your process look like?

First, you’ll have a free consultation with our team to confirm your eligibility, Once you’re ready to get started, our platform will guide you step-by-step through the process and you will be able to easily upload all required documentation and answer some questions about your R&D activities. Our expert team is always available for assistance. Once your study is completed and review by our team, you’ll receive all the necessary documentation to give to your CPA or tax preparer. 

Schedule a Free Consultation

Our team is here to help. On the call, we'll confirm your eligibility, walk through the Clarus process, and discuss how the credit can be a significant benefit to your business.