- THE R&D TAX CREDIT SPECIALISTS
Two Ways to Turn R&D Into Real Value
The R&D tax credit is one of the most valuable incentives available to U.S. businesses but most companies only know one way to use it. At R&D Logic, we offer two distinct services designed to fit your financial goals.
Tax Credit Filing
Identify, document, and file your claim with full audit support. For companies looking to reduce their future tax bill
THE CONSERVATIVE PATH →
Credit Monetization
Sell your credits to verified investors for immediate capital. For growth-stage startups needing cash today.
THE RAPID CASH PATH →
R&D Tax Credit Filing
Reduce Your Tax Bill. Keep More Of What You Earn.
We handle the entire R&D tax credit process from identifying qualifying activities to preparing IRS-compliant documentation and filing your claim.
WHAT'S INCLUDED
Discovery & Assessment
We identify all potentially qualifying R&D activities-many of which you may not realize count.
Documentation & Calculation
Our team gathers records, conducts interviews, and calculates your credit using IRS methodologies.
Form 6765 Preparation
We prepare the official Credit for Increasing Research Activities form. ready for your tax filing.
Audit Defense Support
If the IRS ever questions your claim, we're in your corner with documentation and support.
BEST CANDIDATES
- Businesses with federal tax liability
- Companies looking to maximize deductions
- Established businesses with consistent R&D
PROSPECTIVE IMPACT
Eligible businesses may save 6-10% of qualified research expenses. Startups with less than $5M in gross receipts may apply credits against payroll taxes up to $500,000 per year.
R&D Credit Monetization
Get Cash Now. Don't Wait on the IRS.
Not every business can afford to wait for tax season to see the benefit of their R&D work. Our monetization service connects you with verified investors who purchase R&D tax credits, converting your future tax savings into immediate working capital.
WHAT'S INCLUDED
Credit Verification
We identify all potentially qualifying R&D activities-many of which you may not realize count.
Investor Matching
Our team gathers records, conducts interviews, and calculates your credit using IRS methodologies.
Transaction Support
We prepare the official Credit for Increasing Research Activities form. ready for your tax filing.
Documentation & Compliance
If the IRS ever questions your claim, we're in your corner with documentation and support.
BEST CANDIDATES
- Startups needing immediate capital
- Businesses with limited tax liability
- Companies seeking non-dilutive funding
- Businesses with seasonal cash flow needs
How It Works
Your R&D credits have value to investors who can use them. Instead of waiting months (or years) for a refund or tax offset, you receive a percentage of your credit value upfront. The exact terms depend on credit size, documentation quality, and market conditions.
Not Sure? Let's Run Both Numbers.
Most of our clients use a hybrid approach. We can model both scenarios in your free consultation so you can see the impact on your cash flow.
What to Expect When You Work With Us
We've spent a decade refining our workflow. It's fast, it's digital-first, and it requires minimal heavy lifting from your team.
STEP 01 • 30 MIN
Discovery & Fit
A precision-focused diagnostic call to map your R&D footprint and determine which of our dual paths yields the highest ROI for your current lifecycle.
STEP 02 • 1-2 WEEKS
Seamless Qualification
Our experts connect to your existing financial systems and project management tools. No 're-writing' of project histories required.
STEP 03 • 2-6 WEEKS
Technical Analysis
We build your IRS-ready 'Technical Package'. For monetization clients, we concurrently start the investor matching process.
STEP 04 • FINAL STEP
Liquidity Event
Filing clients receive a full audit-defended package. Monetization clients receive their capital wire directly from our investor partners.
Frequently Asked Questions
Common questions about R&D Credit and how R&D Logic can help
What services does R&D Logic offer?
We offer traditional R&D tax credit filing services and credit buyout/monetization services where you can receive immediate cash from investors instead of waiting for your refund.
How is the credit buyout option different from traditional filing?
Traditional filing gives you the credit at tax time; our buyout option provides immediate cash flow by connecting you with investors who purchase your credit.
How does your pricing work?
Our fee structure varies based on service model and claim complexity. We offer transparent pricing with no hidden fees contact us for a customized quote.
Is there any cost for the initial consultation?
No. We provide complimentary initial assessments to help you understand your potential eligibility before you commit.
What ongoing support do you provide after filing?
We maintain documentation for required retention periods, provide audit support if needed, and can assist with future years' credit claims.