TECHNOLOGY
$890K
Combined R&D & 179D Strategy
Integrated software planning maximized state level payroll tax offsets while unlocking green building incentives.
R&D Tax Credits Recovered for Precision Parts Manufacturer
A precision parts manufacturer in Texas identified qualifying R&D activities across their engineering and prototyping operations, resulting in significant federal tax credit recovery.
The Challenge
The manufacturer had been conducting qualifying research and development activities for years — including prototype design, process engineering, and materials testing — but had never claimed the federal R&D Tax Credit. Internal engineering hours and technical project documentation were not structured in a way that supported a defensible credit claim.
Our Strategy
Tributan conducted a comprehensive technical review of the company's engineering operations, identifying qualifying activities under IRC Section 41. The team worked with plant engineers to document prototype development cycles, process improvement initiatives, and materials experimentation that met the four-part test for qualified research expenses.
Activity Identification Reviewed engineering workflows, prototype development, and process improvement projects to identify activities meeting the IRC Section 41 four-part test.
Documentation & Substantiation Structured technical timesheets and project records to substantiate qualified research expenses for federal credit claims.
Credit Calculation Calculated qualifying research expenses using the Alternative Simplified Credit method, maximizing the credit while maintaining IRS audit readiness.
The Results
R&D Tax Credits Recovered
$420K+
Federal R&D tax credits identified and claimed.
Years Reviewed
3
Open tax years analyzed for qualifying research activities.
Qualified Activities
12+
Distinct R&D projects identified across engineering operations.
INDUSTRY
Manufacturing
TRIBUTAN SERVICE
R&D Tax Credit