Case Study: Driving R&D Credit Value for a SaaS Innovator

Client Snapshot

• Industry: Education Technology
• Annual Revenue: $38 million
• Location: Atlanta, GA
• Engagement: R&D tax credit calculations and supporting documentation

The Challenge
The client had previously worked with a provider who took a less attentive approach and even missed an entire year of analysis, leaving valuable credits on the table.

Our Approach
Smith + Howard implemented a comprehensive subject matter expert interview cycle and conducted detailed data analysis to uncover all eligible activities. This process minimized the client’s workload while ensuring that no opportunities were overlooked, enabling us to deliver a more complete and accurate result.

Results Delivered
Secured approximately $840,000 in combined federal and Georgia state tax credits for the most recent tax year.

The Takeaway
The client experienced measurable tax savings and improved confidence in their R&D tax credit strategy.

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