Don't Leave Unclaimed R&D Tax Credits on the Table
Your SaaS business may be able to earn tax credits for qualifying research & development activities.
My SaaS Advisor partners with an industry-leading R&D tax credit solution provider to help you navigate the complex recovery system, stay in compliance with the IRS, and maximize the value of your credit.
Find out if your business qualifies at no risk – before contracting your R&D tax credit study.
Note: External software must be for sale, lease, or license to an outside third party. Internal software may qualify for use cases other than supporting account, HR, or finance.
Our Process
While the requirements and regulations for claiming R&D tax credits are stringent, our guided framework simplifies the process.
1. Project Scope
- FREE assessment
- Estimate tax credit value
- Project credit utilization
- Predict ROI
- Sign engagement to begin R&D tax credit study
2. Credit Analysis
- Quantitative analysis of payroll and financial data
- Qualitative analysis of eligible activities
- Document findings from both analyses
3. Credit Delivery
- Filing and credit support documentation delivered
- Final meeting with My SaaS Advisor, R&D tax credit experts, and client
4. Audit Support
- Free of charge (if required)
- Review and explanation of IRS/tax authority Notice or Information Document Request
- Full support through audit process and credit defense
How to use your credits
Once delivered, R&D tax credits can be used to offset your regular tax liability, applied against federal payroll taxes (up to $500,000 for qualifying SMBs from 2023 and beyond), and carried forward for up to 20 years. Eligible SMBs can use R&D tax credits to offset their Alternative Minimum Tax (AMT) liability.
Returning these funds to your business can immediately improve cash flow, positively impact your financial statements, or even be used for new R&D initiatives!
Benefits
- Decades of experience delivering tax credit results
- Identify, calculate, document, and defend your R&D tax credit
- Full audit support at no additional fee (if required)
Results
- Easy, guided process
- Fast turnaround
- Accurate, compliant filing