Case Study: Unlocking R&D Tax Savings in Manufacturing

Client Snapshot

• Industry: Manufacturing
• Annual Revenue: +/- $25 million
• Location: MI
• Engagement: R&D Credit Calculations and Supporting Documentation

The Challenge
Before our involvement, the company’s R&D tax credit benefit was limited by their previous provider’s approach and strategic viewpoint, which resulted in lower financial benefits than were possible.

Our Approach
We adopted an onsite, relationship-driven approach that enabled us to collaborate closely with the client’s team. By gaining deeper insights into their operations, we were able to expand the scope of qualifying activities and identify significantly more opportunities than in prior years, ultimately maximizing the benefit.

Results Delivered
+/- $315,000 of dollar-for-dollar income tax credits delivered.

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

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