Get your greatest tax credit of all time.

If your business designs, develops, or improves products or software you could be entitled to the R&D tax credit. The software platform was developed to get your company the tax credit it deserves.
How it works

The R&D credit  made easy. Like, really easy.

With over 9,800 tax credit studies filed, you could say we know the R&D credit pretty well. We put all that experience into so you can spend less time filing returns and more time on what you do best.


Just connect your payroll system, and we'll do the work of bringing your data into our platform.


We will guide you in accurately qualifying your research expenses. We have over 50 tax professionals, ready to provide support.


Our SmartCreditEngine crunches the numbers to make sure you get the maximum tax benefit. Your tax credit study is just a click away.

Why was created for the purpose of educating businesses on the R&D tax credit and assisting companies that qualify for the credit to claim it.
Through the 305+ years of collective R&D tax credit experience across our nationwide team of over 50 R&D tax professionals, we have been able to take all the guesswork out of this complex tax credit incentive. is powered by

Estimate your tax credit.

See how much you qualifiy to receive from the IRS.
Your projected credit is


Our fees are 20% of your total credit

Sign up below to start claiming your cash!
This calculator has been developed utilizing data from a variety of studies conducted in the industries listed. This is only an approximation based on a variety of assumptions and should be treated as such.

Based on your responses, we believe that you are not currently eligible for the R&D tax credit.

Please check back with us if you perform any product or software development-related work in the future.
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Accurate Calculation

If there are any errors in your calculations, we’ll pay your IRS penalties.

Free Audit

Every study comes with the support of tax professionals who offer free guidance every step of the way to defend your dollars.

Study Review

Every study is reviewed by our R&D tax credit professionals.

We thought of everything.

SmartCreditEngine that maximizes the money you get back
Secure, encrypted environment for housing data and documentation
Easy-to-use self-guided experience
Multiple user types for compartmentalization of sensitive data
Integration with most payroll systems
Full support from our team of tax GOATs
Qualified R&D Expenses identification across all expense categories
Each study is covered by our dedicated audit support
Case studies

Claim your credit, no matter your industry.

Over $19 Billion in annual credits claimed by companies in more than 70 industries, the R&D tax credit benefits a wide range of companies.
R&D tax professionals
Industries served
R&D tax credit studies completed

Game Development

Development of FPS games for the Console, PC, and Mobile markets in addition to creating novel VR & AR Experiences.


Annual Credit


SaaS Platform

Online SaaS platform for analysis of business credit worthiness.


Annual Credit



Development of a new blockchain infrastructure in preparation for ICO.


Annual Credit


Internet of Things

Development of an all-in-one sensor product in addition to a machine learning platform for analyzing data.


Annual Credit


Electronics Manufacturing

Design, development, and rapid prototyping, materials evaluation, and full electromechanical assemblies.


Annual Credit



Join the growing list of people who love

“Our R&D tax credit was over $114,000! Well worth the time we invested to answer questions and connect our payroll. We plan to use this extra cash to hire additional software developers so we can go to market faster than planned."
Charles P. (Game Development)
“The process was MUCH easier than I thought it would be. Very user friendly and the automated software allowed us to track the progress every step of the way. The best part was that our credit came in at $89,050!”
Mark K. (FinTech)
“We were able to offset our payroll taxes by $34,980 which is a HUGE win for our small start-up company."
Rebecca W. (eCommerce)
“We were amazed by how easy the automated GOAT platform was to complete our R&D tax credit study. Their years of experience played a big role in making sure we didn’t miss anything.”
Jonnie C. (Software Development)

Our R&D Tax Credit Software FAQs

  • My start-up is not profitable, do I still qualify for the R&D credit?

    Yes, profitability does not affect qualification. However, if you are not profitable, you either A) have to qualify as a small business start-up to apply the credit against your payroll taxes, or B) carryforward the credits until you have regular tax liability. The qualification for small business payroll tax offset is less than five (5) years of gross receipts history, and less than $5MM in gross receipts during the tax year in which the credit is being claimed.

  • How much money can I get back from the IRS?

    The amount of the credit varies based on a variety of factors including amount of qualified expenses, historic R&D spend, and calculation method. There is no maximum limit or minimum amount of expenses that would affect qualification. There is a limit however, to the small business payroll tax offset which is $250,000 per year. If you are applying for a payroll tax offset and exceed the $250,000 annual credit limit then the remaining credits will just get applied to your regular tax liability.

  • How soon can I get my money after I claim the credit?

    The tax credit is immediately applied to your tax liability on your corporate tax return. This means that your benefit is calculated into your final tax due. As long as you filed your return timely, you will not have to wait for the IRS to issue a refund. If you did make an amended claim, that claim can take anywhere between six (3) months to nine (9) months to be processed.

  • Why hasn't my CPA told me about the R&D credit?

    CPAs are expected to have a general and broad knowledge of tax. This allows them to tackle the hundreds of possible situations that they deal with on a daily basis for their clients. Because the R&D tax credit, unlike other tax incentives, requires deep experience and interpretation of code sections that are not always clearly defined, it is not uncommon for CPAs to recommend consulting services or calculation platforms like, to handle the R&D credit while they handle everything else.

  • I don't have any employees, can I still claim the credit?

    Yes, employee salaries are only one (1) of the qualified expenses that generate an R&D tax credit. Other qualified expenses include Supplies and Materials, Outside Contractors, and even Cloud Computing costs! Not having employees does not preclude a company from claiming and utilizing the R&D tax credit.

  • What happens if I get audited?

    In the case of an audit, provided you conducted your study on, we would provide audit assistance, free of charge with your study. This includes direct discussions with our R&D tax credit experts who will advise you every step of the way and help you navigate the complex Internal Revenue Code in order to defend the credits you have generated.

  • What happens if I can't utilize all my R&D tax credits?

    No problem! The R&D tax credit can be carried back one (1) year and forward for a period of 20 years. This allows companies to either recover taxes paid in the prior year, or continue to carry the credit into future years to use as needed. If you have generated a qualified small business payroll tax offset, any excess credit is carried forward quarter to quarter, for a period of 20 years or until those credits are exhausted, whichever comes first.

  • How is the credit computed?

    There are two (2) different calculation methods for the R&D tax credit. The first, is the Regular Credit which compares your current R&D qualified expenses to historic R&D spend by comparing past years spend against your total revenue. The second method, is the Alternative Simplified Credit (ASC) which compares your current spend to the prior three (3) years of spend by your company.'s SmartCreditEngine runs both methods to determine the maximum benefit that your company is entitled to.

  • Who created is an R&D tax credit platform that was created by Source Advisors to assist taxpayers in claiming the R&D tax credit. Source Advisors is a consulting group that was formed over 30 years ago that specializes in the R&D tax credit and has established itself as a leader in the industry. Source Advisors has over 150 tax professionals globally and serves a diverse pool of clients in over 70 different industries.

  • Why should I use was created for the purpose of educating businesses on the R&D tax credit and assisting companies that qualify for the credit to claim it. Through the 305+ years of collective R&D tax credit experience across our nationwide team of over 50 R&D tax professionals, we have been able to take all the guesswork out of this complex tax credit incentive.

  • What type of deliverable will I receive? provides several items in its final deliverable for every study completed on the platform. This includes relevant tax forms (Form 6765, any state R&D tax credit forms) in addition to Qualified Research Expense (QRE) summaries for each category of expenses where QREs were identified. The level of detail within the expense analysis will be dependent on the detail provided during the study. Finally, there will be an informational guide with filing instructions.

  • How much does cost?

    Our Fees are 20% of the generated tax credits. The fees are always fixed, and if there is no tax benefit, there are no fees. There is no risk to you, and we can guarantee a return on your investment.

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