Affinity Advisors helps businesses across the U.S. capture dollar-for-dollar savings through the federal Research & Development Tax Credit — for work you're already doing.
Under 26 U.S. Code §41, the R&D Tax Credit provides companies with dollar-for-dollar cash savings for activities related to the development, design, or improvement of products, processes, formulas, or software.
If you employ designers, engineers, developers, architects, or formulators — or outsource those roles — there's a strong chance you already qualify.
Receive an actual refund check for past qualifying activity — retroactive claims go back four years.
Unused credits can be applied to future tax years for long-term planning leverage.
Credits calculated on eligible payroll and cost of goods — often a significant sum for active businesses.
You pay nothing unless we deliver results. Our fees are tied directly to the credit we secure for you.
The R&D Credit isn't just for Silicon Valley. If your business involves technical problem-solving, formulation, or development — you likely qualify.
From our free initial analysis to full audit protection, we're with you at every step of the credit process.
A no-cost initial calculation gives you a clear minimum expectation before the engagement begins — zero risk to explore your eligibility.
Our director brings over a decade of Big Four experience in R&D credits. Our full staff is trained in the four-part test to maximize compliance and capture.
We stand behind every engagement with 20 hours of free consulting in the event of an audit arising from our services — at no extra charge.
Our fees are directly tied to the credit you receive. If we don't perform, you don't pay. That alignment drives everything we do.
We serve clients nationwide. Our team can visit your worksite when needed to gather documentation and ensure a seamless, accurate study.
Nearly a decade of specialization across small businesses, midsize firms, and Fortune 500 companies — with a flawless track record.
We review your business and provide a no-cost estimate of potential credits — zero commitment required.
Provide 3 years of returns, W-2s, 1099s, and financials. We make the process straightforward.
Our team applies the four-part test to identify and maximize all qualifying R&D expenses.
We file amended returns and you receive your credit — as a refund or forward-carried savings.
These are the basics to get your free analysis underway. Our team walks you through everything else — we make the process as streamlined as possible.
If you employ or outsource to designers, engineers, formulators, architects, or developers — even for prior years — there's likely more credit available than you realize.
Start Your Free AnalysisEverything you need to know about the R&D Tax Credit and how Affinity Advisors can help you claim it.
The R&D Tax Credit (26 U.S. Code §41) is a federal incentive that rewards U.S. businesses for investing in research, development, design, or improvement of products, processes, formulas, or software. It's available to companies of all sizes across a wide range of industries — not just technology.
The credit can be worth up to 20% of all qualifying R&D expenses related to payroll and cost of goods. The exact amount depends on your specific expenditures and how many years of qualifying activity we identify. We provide a free initial analysis with a minimum estimate before any engagement begins.
Yes. You can file amended returns to claim the R&D Credit retroactively for up to 4 previous tax years. This often results in an actual refund check — not just a reduction in future taxes. Many of our clients are surprised at how much they've left on the table in prior years.
Absolutely. The R&D Credit applies across manufacturing, construction, agriculture, food & beverage, pharmaceuticals, engineering, architecture, distilleries, and many more. If your business employs or outsources designers, engineers, formulators, architects, or developers, there's a strong likelihood you qualify.
It means you pay nothing upfront and nothing if we don't deliver results. Our fees are a percentage of the actual credit we secure for your business. If we don't find a qualifying credit, you owe us nothing — our incentives are fully aligned with yours.
We stand behind all our work. In the event of an IRS audit resulting from our services, we provide an additional 20 hours of free consulting support at no extra cost. Our team has a flawless track record and ensures every filing is properly documented and defensible.
To begin your free analysis, we typically need the last 3 years of tax returns, W-2s and 1099s (Excel format preferred), and financial statements including income statements and balance sheets. We'll also ask a few quick questions about real estate ownership and prior R&D credit history.
Timelines vary by complexity, but most engagements move from initial analysis to filing within 6–10 weeks. Our team manages the entire process and communicates clearly at every step — we aim to make it as hands-off as possible for you.
No cost, no commitment, no risk — find out how much your business qualifies for. Let's start the conversation today.
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