Maximize Your U.S. R&D Tax Credits

We help make innovation take flight

DST has a unique value proposition comprised of our approach, our people, our framework methodology and our cost. We offer a single focus service line, allowing us to commit the necessary focus in servicing our clients. We are not distracted by other tax related services offerings or responsibilities. We are the dedicated experts. Explore DST Advisory Group’s specific services here to learn how we can support your claims process.

What we do

The Research Tax Credit (RTC) is a generous incentive program that rewards companies of any size for conducting research activities in the United States. The credit is a dollar for dollar reduction of federal taxes owed. The majority of states also offer a similar incentive based on the federal criteria.

Historically, many companies fail to make an RTC claim because they falsely assume that the program is restricted to “High Tech” companies. The fact is that virtually any company may have qualified research activities (QRAs) at any given time. In general, if some of your staff are engaged in solving technological problems for which a solution is not readily apparent, there is a good chance that the work they are doing is fully or partially eligible.

Comprehensive R & D Tax Credit Study

Our team works to conduct a full assessment of the taxpayers operations, in order to generate a workplan, provide a proposal of the opportunity, and estimate benefit range and fee. During this stage we partner with the tax team and work alongside them to validate information gained. DST’s core philosophy is transparency. Reviewing facts, figures, and trends allows us to ensure the accuracy of the data.

Study & Claim Review

Our experts are often called upon to perform a review of a claim prepared in-house or by another provider.

Options include:

  • Financial and calculation based – inclusion of only qualified research expenses, utilization of the correct calculation methodology.
  • Tax and legislative based – review of inclusion of research activities to ensure compliance to regulations and taxation requirements.
  • Engineering and science-based – reviewing qualifying activities, documentation and substantiation, and overall reporting compliance.

DST offers a detailed, impartial analysis of areas of exposure, or areas of opportunity.

Audit Support

(Federal or State Examination Assistance) Given the high profile of the Research Tax Credit, examinations and audits are often conducted by federal or state authorities. The DST team provides support and assistance to our clients with examinations. Our track record is impressive. Our team’s approach is to focus on the facts of the case, using case law and legislation to support the taxpayers case. Our techniques have resulted in strong positions using evidence and contemporaneous documentation to support the claim.

Training & Orientation Sessions

Our team of experts can come in and conduct tutorial or training sessions with your entire team. This provides an update on the eligibility of qualified research activities as defined under Section 41 of the IRC, as well as the nature of the qualified research expenses that are also eligible. Sessions are tailored to the industry and needs of the taxpayer. We bring in real life examples from a range of industries to provide context and answer specific questions. We speak your language and we ensure full comprehension of all the content covered.

CPE Credits through Presentations

DST is registered by the NASBA to provide CPE credits in the field of Taxes. Our presentations are informative, interactive and provide guidance and knowledge to tax and accounting professionals. Our presentations are reviewed by our CPA and Attorneys to ensure high compliance to the standards. Presentations can be conducted to CPA firms, Associations, and Organizations (national or local based).

Industries we work with

Historically, many companies fail to make an RTC claim because they falsely assume that the program is restricted to “High Tech” companies. The fact is that virtually any company may have qualified research activities (QRAs) at any given time. In general, if some of your staff are engaged in solving technological problems for which a solution is not readily apparent, there is a good chance that the work they are doing is fully or partially eligible. Here are some of the industries we have supported in successful R&D Tax Credit claims.

Automotive

Parts and components manufacturing, fuel efficiency technologies, composite materials, EV battery technologies

Dental Industry

Complex or custom procedures, alternative materials or attachment systems, implementation of new dental systems (pressable ceramic systems)

Electronics

Semiconductor development, designing new microchips, enhanced sensor capability, control system development, new electronic interfaces

Casting & Foundries

Alloy formulation, reduction of slag inclusion, shrinkage techniques, elimination of cracking, gating or baffle system development

Food Science Technology & Processing

Recipe formulation, product development, shelf-life, cleanliness methods, scale-up processes

Automation & Robotics

Industry 4.0, integrating sensors or robotics for assembly, RFID or wireless communication, autonomous robots

Agriculture

New crop varietals, new pesticides and insecticides, automated or PLC picking systems or irrigation systems

Construction

New or improved building and construction materials, manufacturing processes, material recycling, emission reduction techniques, alternative source materials, lean manufacturing approaches

Biotechnology & Medical Device

NPD, device hardware prototyping, pre-clinical or clinical trials, FDA or regulatory changes

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