Case Studies
We found 2.2 Million in Tax Credit for a Behavioral Analysis Company
The following is a case study that presents a fictitious Applied Behavioral Analysis company that leveraged R&D Tax Credits in tax year 2023.
Industry: Behavioral Analysis
Location: California
Revenue: $38 million
Number of Employees: 1443 (primarily Behavioral Analysts and Behavior Technicians)
Employee Payroll: $30.5 million
Company’s background and R&D activities: Company undertook initiatives to develop and provide comprehensive behavioral intervention plans to individuals in the autism spectrum. Company personnel primarily focused on developing numerous techniques and treatment approaches for analyzing and changing behavior.
R&D Qualification Analysis: Focused primarily on capturing employee wages for personnel that were directly involved, supervising, and supporting in developing treatment plans.
Results of the R&D analysis:
- Qualified Research Expenditures: Approximately $16 million
- Federal R&D Tax Credit: $1,200,000
- California R&D Tax Credit: $1,000,000
Trusted by 100s of businesses
Expert &
Professional
98% Success
Rate
Easy and
Effective
We found 307,000 in Tax Credit for a Frozen Yogurt Company in California.
The following is a case study that presents a fictitious Frozen Yogurt company that leveraged R&D Tax Credits in tax year 2023.
Industry: Food & Beverage
Location: California
Revenue: $15 million
Number of Employees: 19 (primarily Product Development Scientists, R&D Managers, R&D Quality Assurance, and Executive Personnel)
Employee Payroll: $4.4 million
Company’s background and R&D activities: Company undertook initiatives to develop innovating new flavors, textures, and product formulations to enhance their frozen yogurt offerings. Company personnel primarily focused on yogurt flavor development and texture optimization which involved experimenting with different formulations and ingredients.
R&D Qualification Analysis: Focused primarily on capturing employee wages for personnel that were directly involved, supervising, and supporting in developing new and improved frozen yogurt. Additionally, we captured ingredient supply costs used for yogurt development and captured contractor costs that the Company incurred for testing services.
Results of the R&D analysis:
- Qualified Research Expenditures: Approximately $2 million
- Federal R&D Tax Credit: $165,000
- California R&D Tax Credit: $142,000
Trusted by 100s of businesses
Expert &
Professional
98% Success
Rate
Easy and
Effective
We found 66,000 in Tax Credit for a Software Development Company.
The following is a case study that presents a fictitious start-up software development company that leveraged R&D Tax Credits in tax year 2023.
Industry: Software Development
Location: California
Revenue: $0 Pre-Revenue Company
Number of Employees: 6 (primarily Software Developers, Software Engineers, and Executive Personnel)
Employee Payroll: $600,000
Company’s background and R&D activities: Company undertook initiatives to develop new software products and features. The Company also spent time improving existing software performance and functionality.
R&D Qualification Analysis: Focused primarily on capturing employee wages for personnel that were directly involved, supervising, and supporting in developing new and improved software products and features and time spent improving existing software performance and functionalities.
Results of the R&D analysis:
- Qualified Research Expenditures: Approximately $470,000
- Federal R&D Tax Credit: $33,000
- California R&D Tax Credit: $30,000
