R&D Tax Credits

If your business designs, builds, improves, or solves complex problems, there’s a good chance you qualify for Research & Development (R&D) tax credits.

But most companies miss out because they don’t realize everyday innovation counts.

At Kaufmann Advisors, we combine nearly 15 years of tax expertise with AI-powered software to uncover every eligible expense and maximize your R&D credit. And you keep more of your hard-earned profits.

You Might Be Missing Thousands in R&D Credits

Many business owners assume R&D credits are just for tech startups or large labs.

The truth? If you’ve ever improved a product, process, or technology, you probably qualify.

Yet most accountants skip it because they:

• Don’t fully understand what qualifies

• Miss documentation requirements

• Don’t have the tools to dig deep into your operations

That’s where we come in.

Smarter Technology. Bigger Credits.

Our AI software reviews your business activities, expenses, and payroll to identify every potential R&D opportunity.

Then, our experienced CPAs analyze and validate your claims to ensure full compliance with IRS standards.

We handle everything from qualification analysis to documentation and filing, saving you time while maximizing your benefit.

Our Process:

Identify
Evaluation of your operations and financial data

Analyze
CPA-led review of projects, payroll, and costs

Optimize
Calculate the highest eligible R&D credit

File
Prepare all documentation for federal and state filings

Support
Provide audit-ready records and ongoing advisory

What Qualifies for R&D Tax Credits?

• Develops or improves products, processes, software, or equipment

• Builds prototypes, runs tests, or experiments with new materials

• Customizes solutions for clients

• Invests time in engineering, design, or technical problem-solving

You may qualify if your business:

Industries we commonly help:

• Manufacturing

• Construction and Engineering

• Software and Technology

• Food Production

Why Businesses Choose Kaufmann Advisors

• AI-Powered Accuracy
  Our technology finds opportunities traditional accountants miss.

• Proven Expertise
  Nearly 15 years helping U.S. businesses secure R&D credits.

• Integrated Approach
  We pair R&D credits with our Tax Advisory System to maximize total tax savings.

• Audit-Ready Confidence
  Every claim backed by thorough documentation and support.

How it works

Step 1: Discovery Call
Let's get to know each other and review your business, tax history, and goals.

Step 2: Financial Assessment
After we review your tax returns, you’ll see exactly how much you could be saving with our Tax Advisory System and some key financial metrics we use with our CFO Success System.

Step 3: Plan Development & Implementation
We'll find strategies that fit together and maximize your R&D tax credits and help you put those strategies into action.

Step 4: Quarterly Review
Every quarter, we meet to track results and optimize for new opportunities.

”With Kaufmann Advisors we recovered over $70,000 in tax savings just from the R&D credits alone.”

- Construction Company

”We didn't even know we qualified for R&D credits until Kaufmann Advisors ran an analysis. My old CPA missed this for years!”

- Manufacturing Company

Start Recovering What You Deserve

Schedule your Free R&D Credit Assessment. We’ll estimate your potential savings for the current year and see if it makes sense to amend past tax returns.

There’s no setup fee and no obligation. Just real insight into what your business is eligible for.