Case Studies

R&D Tax Credit

Discover how our innovative tax solutions have helped businesses
overcome their tax challenges and achieve significant tax savings

Case Studies

R&D Tax Credit

Discover how our innovative tax solutions have helped businesses overcome their tax challenges and achieve significant tax savings

Our R&D Tax Credit Case Studies

Architecture & Engineering

This case study reveals how Source Advisors successfully navigated the complexities of R&D tax credits for a structural engineering firm, securing substantial financial benefits.

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Blockchain Development

This case study explores how Source Advisors successfully navigated the complex tax landscape for a FinTech startup specializing in algorithmic cryptocurrency trading, revealing substantial tax savings.

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Bowling Ball Manufacturer

Source Advisors discovered a significant R&D tax credit resource for a leading bowling industry player, highlighting the intricate nature of high-performance bowling ball development.

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Breweries

Source Advisors discovered a tax benefit for a craft brewery that uses unique R&D activities, revealing a potential goldmine of tax benefits.

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Candy Packaging Manufacturing

Source Advisors discovered a tax benefit for a craft brewery that uses unique R&D activities, revealing a potential goldmine of tax benefits.

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Construction and MEP

R&D tax credits in the AEC sector can be used for various innovative projects, including custom system design and innovative construction methods.

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Contract Manufacturing
Medical Devices

This case study explores how Source Advisors transformed R&D tax credits challenges for a medical instrument-specific contract manufacturing company into financial assets.

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Electrical Design

This case study explores how Source Advisors secured R&D tax credits for a reputable electrical contracting company, highlighting the potential for innovation in the industry.

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Electronics Manufacturing

This case study explores how Source Advisors assisted an experienced electronics manufacturer in claiming substantial R&D tax credits.

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Financial Services

This case study demonstrates how Source Advisors assisted a seasoned hedge fund in identifying untapped value through R&D tax credits in the high-stakes hedge fund management industry.

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Green Chemical Company

This case study reveals that Source Advisors discovered untapped R&D tax credits for a chemical company focused on eco-friendly products, highlighting the potential of these companies in environmental sustainability.

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Health and Pet Care

Source Advisors transformed the R&D tax credit landscape for a leading health and pet care company, highlighting the importance of innovation in the well-being industry.

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Manufacturing and Distribution

R&D is crucial for electronic product manufacturing, but identifying qualifying activities for R&D tax credits remains a challenge for many companies.

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Mechanical Engineering

Mechanical and industrial engineering firms often struggle to identify and effectively claim R&D tax credits for complex systems, despite the industry’s constant innovation.

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Metal Fabrication

R&D significantly advances metal fabrication methods, but claiming tax credits in this complex industry requires detailed assessments of manufacturing processes and product designs.

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Mortgage Banking

The mortgage banking industry is not widely recognized for its R&D efforts, but many companies, particularly in software development, are actively engaged in this field.

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Plastics Injection

Source Advisors helped a plastics industry leader increase their R&D tax credits by redesigning customer prototypes and developing new fabrication techniques.

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Tool and Die

The Tool & Die industry is a hub of innovation, but many firms are unaware that their R&D efforts could qualify them for substantial tax credits.

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Contact Source Advisors for a Free Assessment

Embrace the power of tax credit savings with Source Advisors and propel your business towards growth and success. Partner with us today to unlock your company’s full potential.

R&D Activities
Multi-State Business
Inventory Management
Asset Mgmt & Fintech
Real Estate Tax Incentives
CPA Tailored Services