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R&D Tax Credits & Incentives
Accelerate innovation with technology-enabled R&D tax credit services
Increasing Efficiency While Protecting Confidence in Your R&D Tax Credit Position
Federal, state, and international R&D tax credits and incentives can meaningfully offset the cost of innovation. To help capture available benefits, organizations are increasingly looking for ways to reduce administrative burden, strengthen documentation, and maintain confidence in their claims and tax positions. As regulatory scrutiny increases and tax rules continue to evolve, achieving both efficiency and defensibility requires more than technology alone. [BH1.1]BDO bridges the gap between automation and professional judgment. Technology helps reduce the administrative burden, and our advisors help ensure the outcome is supportable and defensible in an increasingly complex environment.
Our approach pairs hands-on principal involvement and practical application of tax law with technology-enabled workflows, delivered in the model that fits your team: a fully managed study, a co-sourced arrangement, or in-house use of our platform with BDO support. The result is less documentation burden, stronger substantiation, and clear oversight and collaboration throughout the engagement. We also help organizations connect R&D tax credits to their broader innovation strategy, including §174 considerations, state and global incentives, financial reporting implications, and related tax planning opportunities.
R&D Tax Credit Technology Tailored to Your Needs
Organizations want to capture available R&D tax credits without creating additional complexity for tax, finance, engineering, and operational teams. BDO's approach helps centralize documentation, improve collaboration, and reduce manual administrative effort, supporting a more efficient and coordinated R&D tax credit claims process while maintaining advisor oversight.
BDO Credit Connect is our secure platform designed to simplify the administration of R&D tax credit studies. By bringing together data collection, cost tracking, document management, and stakeholder communications in a single environment, the platform helps improve visibility, strengthen coordination, and reduce manual effort throughout the engagement lifecycle. Custom surveys, tailored by industry and by department or function, mean your teams answer only relevant questions, and our professionals get better input for the AI-assisted write-ups they refine and review.
Leveraging existing business and engineering data sources, including systems such as Jira, GitHub, and other business applications, the platform supports R&D documentation efforts. By analyzing existing project and development records, organizations can improve visibility into qualifying activities, reduce demands on technical teams, and streamline information gathering throughout the study process.
Seamlessly integrate and manage your data sources for effective project management and credit documentation. Streamlined communication features enhance collaboration and offer you direct access to BDO tax professionals for ongoing support.
AI-enabled analytics help identify trends, patterns, and potential opportunities within your data. BDO tax professionals evaluate those findings to help inform credit qualification, documentation, and reporting decisions. While technology helps accelerate data analysis and documentation efforts, our professionals apply technical judgment throughout the process to evaluate findings, address complex qualification considerations, and support well-substantiated claims.
Information can be provided at your convenience, reducing or even eliminating the need for excessive one-on-one meetings. Follow-ups are targeted to key risk areas to further reduce disruptions.
Generate comprehensive, exam-ready R&D tax credit reports. Because project write-ups draw on survey responses tailored to your industry and to each department or function, they more accurately reflect how your teams actually perform their work. Our review process helps strengthen documentation and substantiation, improve audit readiness, and align project descriptions with applicable R&D tax credit requirements.
Leverage existing data sources and technology-enhanced processes to significantly reduce the need for interviews and follow-ups. Potential to reduce study completion time from several months to several weeks.
How BDO Can Help
BDO’s R&D tax practice has secured billions in R&D credits for clients globally. Through a combination of industry-focused experience, technology-enabled processes, and hands-on principal involvement, we help organizations identify, document, and support R&D tax credit opportunities across state, federal, and international jurisdictions. Our team includes tax controversy professionals who provide examination and appeals support, helping organizations address documentation requirements, regulatory changes, and broader innovation incentive considerations.
Customized Methodology
Our agile approach is designed to align with your organization's operations, data environment, and documentation needs. We adapt how technology is incorporated while maintaining oversight throughout the engagement lifecycle.
Technology-Enabled Efficiency
Technology-enabled workflows, including BDO Credit Connect, help simplify information gathering, documentation, and analysis while improving visibility, consistency, and coordination across stakeholders.
Advanced Technical Proficiency
With decades of experience, our team possesses deep technical knowledge in R&D tax credits, helping you navigate evolving tax laws and regulations across jurisdictions.
Leverage Global Network
Access BDO’s global network for insights into local markets and regulations, receiving informed guidance wherever your business operates.
Navigate Tax Controversies
Our tax controversy professionals provide examination and appeals support, helping organizations respond to audits, address regulatory inquiries, and support their R&D tax credit claims.
R&D Tax Credit Calculator
Are you capturing the full benefit of R&D tax credits? Discover if you qualify and estimate your potential benefit with our online calculator.
R&D Tax Credit FAQs
The R&D tax credit benefits large and small companies in nearly every industry. Get answers to frequently asked questions related to the R&D tax credit.
Business Incentives & Tax Credits Insights
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R&D Tax Credits for Startups and Small Businesses
Learn more about how to calculate and claim R&D tax credits, what expenses qualify, the R&D payroll tax credit, and more.
Meet Our R&D Innovation Credits & Incentives Leaders
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