R&D Tax Credit Specialists
Maximize the credit.Defend the claim.
Trusted by category leaders
Results vary based on company size, qualifying activity, and prior credit history. Past results do not guarantee future outcomes.
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What brings you here?
Tell us who you are and we will point you in the right direction.
For Businesses
I want to claim R&D credits for my business.
I run or work at an innovative company and want to find out if we qualify for the R&D tax credit.
For Partners
I want to refer clients and earn a commission.
I work with innovators and want to become a referral partner, adding value for my clients while earning a commission on successful credits.
How It Works
Simple. Fast. Defensible.
Our team handles the entire process from qualification through filing.
Free qualification call
A 15-minute conversation to review your business activities and confirm you qualify. No commitment, no cost, no obligation.
We build the documentation
Our CPA-credentialed team handles time studies, contemporaneous records, and audit-ready substantiation. The documentation IRS examiners expect to see.
You receive your credit
Credits applied against your tax liability. Most clients see results within 4 to 8 weeks of engagement.
Service Tiers
Get the credit. Choose the lift.
However you work with us, you finish in the same place: a filing-ready study your CPA can file with confidence. The only question is how much of the journey you’d like us to carry.
Self-Serve
The essentials, beautifully streamlined. You bring the numbers; our platform does the heavy lifting.
One simple payment before delivery
- ✓Data collection and calculation, fully automated
- ✓Every form your CPA needs, ready to file
- ✓Light-touch audit support for the study itself
Full-Service
Our signature experience. A dedicated team builds, maximizes, and stands behind your credit.
A deposit to begin, the balance before delivery
- ✓Your own dedicated client success rep
- ✓An R&D specialist CPA with Big Four experience
- ✓The complete 25+ page methodology memo
- ✓Full audit defense, with us beside you
Enterprise
Everything we do, delivered in person and shaped around your organization.
A payment schedule that breathes, over nine months
- ✓White-glove collection and advising, in person
- ✓Your dedicated success rep and specialist CPA
- ✓Custom scope, priced on a call where we listen first
Whichever path you choose, you finish filing-ready. Not sure which fits? Start with a free estimate.
Featured Work
Real credits. Real companies.
Innovators across the country have recovered credits they didn't know they had earned.
Supply chain software company. Credits identified across multiple qualifying research activities.
Read the case study (PDF) →3-year lookback. 15 employees surveyed. $3,720 per qualifying employee per year.
Read the case study (PDF) →
Premium center-console boat manufacturer. Credits recovered for custom hull and electronics R&D.
Read the case study (PDF) →Industries We Serve
If you build, integrate, or innovate, you likely qualify.
The R&D tax credit is broader than most people think. These are where we see the most qualifying activity.
Our Approach
Between the extremes.
Overly conservative CPAs leave credits on the table. Aggressive R&D-only shops push too hard and trigger audits.
Strata sits in between. We identify the strongest defensible credit and document every claim the way the IRS expects to see it, so the number we put forward is a number we can stand behind.
See results →
Common Questions
Answers to what you're probably thinking.
Have a question we haven't covered? Reach out to our team and we will walk you through it.
Many innovators, software companies, and engineering firms qualify for the R&D credit and never claim it, often because they don't realize their work meets the IRS criteria. If your team designs, develops, tests, or improves products or processes, some of that work may qualify. The free qualification call takes about 15 minutes and gives you a clear answer.
Nothing to find out. The qualification call is 15 minutes, free. If we engage, our fee is a percentage of the credit we identify: 10% on our streamlined Self-Serve tier, 25% on Full-Service, and custom pricing for Enterprise engagements. No credit found, no fee.
Most studies are completed within 4 to 8 weeks from the time we engage. We can also look back up to three prior tax years, which means many clients recover credits they were eligible for but never claimed.
No. Our team is CPA-credentialed and handles all documentation and calculations. If you already work with a CPA, the finished package is built for them: every form and schedule they need to file, with the support attached.
We can typically look back three years on amended returns, so if you have not claimed the credit before, you may be eligible to recover credits from prior years in addition to your current year filing.
Ready to find out
Find out what your R&D work is worth.
Takes 15 minutes. No cost to find out. No obligation.