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R&D Tax Credits

Turn Innovation
Into Tax Savings

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Claim What You’ve Earned

If you're solving problems, you're likely owed a credit.

The Research & Development (R&D) Tax Credit rewards companies for developing new products, processes, or technologies—even if they fail. At Herbert Financial, we help businesses identify qualifying activities and capture these powerful federal and state credits.

Whether you’re in tech, manufacturing, or even architecture, innovation pays off when tracked and documented correctly. These credits reduce your income tax—and in some cases, payroll tax—giving you more capital to reinvest. Too often, business owners overlook this opportunity because they assume it doesn’t apply. We’re here to prove otherwise—and help you claim every dollar you deserve.

What are R&D Tax Credits?

R&D tax credits are federal and state incentives that reward U.S. businesses for conducting qualified research and development. This includes developing or improving products, software, processes, or prototypes. To qualify, activities must meet a four-part IRS test involving technological uncertainty, process of experimentation, and permitted purpose. Eligible expenses include employee wages, supplies, and contract research. These credits directly offset tax liability and, for some startups, can be applied against payroll taxes. With the right documentation and strategy, they can significantly reduce your overall tax burden.

Qualified Research Expenses

Wages, supplies, and testing costs.

IRS Four-Part Test

Determines R&D credit eligibility.

Startup Payroll Credit

Offsets payroll tax for new companies.

Innovation Incentive

Tax relief for technical advancement.

Service Benefits

Most companies miss out on R&D credits because they don’t realize their work qualifies—or fear the complexity of claiming them. This leaves thousands, sometimes millions, of dollars unclaimed year after year. Herbert Financial makes it simple to capture these credits with confidence and full IRS compliance.
  • Reduce federal and state tax liability
  • Capture missed credits from prior years
  • Qualify even if your project failed
  • Reinvest tax savings into more innovation
Innovate boldly—we’ll make sure you get rewarded for it.

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