All case studies
Tax Strategy & ComplianceR&D / Technology
Tax Strategy Overhaul: Maximizing Deductions and Credits
How we identified $850,000 in missed R&D credits and restructured operations for tax efficiency.
Innovation LabsFebruary 5, 20266 min readBoston, MA
$850K
Credits identified
Lower
Compliance risk
Audit-ready
Documentation
D
David Liu
Tax Strategy Director
Challenge
R&D activities were real, but documentation and cost allocation did not support defensible credit claims.
Approach
We mapped eligible projects, standardized contemporaneous records, and aligned capitalization policies.
Results
The client captured previously missed credits and established a repeatable annual process.
Client takeaway
Tax value is often already in the business—it needs the right evidence chain to surface safely.
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