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
In the Architecture & Engineering industry, R&D is a cornerstone of innovation. Yet, understanding and claiming R&D tax credits can be a labyrinth. This detailed case study unpacks how Source Advisors navigated these complexities to secure substantial financial benefits for a structural engineering firm.
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The tax landscape for blockchain development companies is complex and often misunderstood. Dive into this case study to understand how Source Advisors cracked the code to reveal significant tax savings for a FinTech startup specializing in algorithmic cryptocurrency trading.
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Despite the perceived simplicity of bowling as a sport, the development of high-performance bowling balls is a complex and multi-faceted endeavor. Dive into this case study to discover how Source Advisors uncovered a gold mine of R&D tax credits for an industry leader in consumer goods manufacturing for bowling.
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When you think of R&D tax credits, breweries may not be the first thing that comes to mind. But dive into this case study to learn how Source Advisors uncovered a goldmine of tax benefits for a flourishing craft brewery engaged in unique R&D activities.
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When you think of R&D tax credits, breweries may not be the first thing that comes to mind. But dive into this case study to learn how Source Advisors uncovered a goldmine of tax benefits for a flourishing craft brewery engaged in unique R&D activities.
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In the Architecture, Engineering, and Construction (AEC) sector, R&D tax credits aren’t just for traditional engineering and design activities. Construction and MEP firms can also claim these benefits for a variety of innovative endeavors, from custom system design to novel construction methods.
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In an industry where well-being is paramount, R&D is the cornerstone for innovation. Discover how Source Advisors transformed the R&D tax credit landscape for an industry-leading company specializing in health and pet care.
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The mortgage banking industry is not typically recognized for its R&D initiatives, yet many companies in this sector engage in extensive research and development, especially in the realm of software development.
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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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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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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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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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This case study explores how Source Advisors assisted an experienced electronics manufacturer in claiming substantial R&D tax credits.
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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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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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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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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 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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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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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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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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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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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.