For Control Systems Integrators · CSIA
You’ve seen what holds up. Here’s how Strata builds your claim.
Thanks for joining the session. You have seen why a defensible R&D claim matters more than the biggest headline number. The next step is a no-cost review: we look at your integration work, scope what genuinely qualifies, and show you the documentation that makes the credit hold up. Tell us a bit about your firm and our team will reach out.
R&D credits, done right.
Request your no-cost review
Tell us about your firm.
What best describes your firm's work?
Bigger numbers, bigger exposure
The market is crowded with firms racing to put the biggest possible number on your return. An overstated or thinly supported R&D claim doesn’t reduce your risk, it concentrates it, and the exposure lands on you, not the firm that filed it.
Get the credit right the first time
A claim built on accurate scoping and solid documentation captures what your work earns and stands up when it is examined. That is where Strata’s expertise lives, and it is what “R&D credits, done right” means.
For control systems integrators
What can qualify
- 1Custom PLC and SCADA programming developed for a specific system or process.
- 2HMI and operator-interface development where the approach was not predetermined.
- 3Control panel design and fabrication that required engineering iteration.
- 4System architecture and integration across hardware or platforms not combined before.
- 5Commissioning, tuning, and troubleshooting that resolved genuine technical uncertainty.
Whether a given activity qualifies depends on the specific facts and documentation. That is exactly what the no-cost review is for.
What happens next
A simple, low-risk path
No-cost review
We review your work and confirm what genuinely qualifies. No cost, no obligation.
Accurate scoping
We tie the credit to real activities and real expenses, not a headline number.
Documentation
We build the substantiation that supports the claim if it is ever examined.
File with your CPA
We deliver audit-ready documentation and coordinate directly with your CPA.
Who you’ll work with
Your Strata team
Eric Gordon
Vice President of Professional Services, Strata R&D Tax Group
Eric began his career in public accounting as an auditor with Deloitte before moving into commercial real estate, where he led pre-acquisition due diligence, asset purchase negotiations, debt sourcing, and equity raising. That blend of audit discipline and deal experience shapes how he approaches the R&D tax credit: maximize what companies are entitled to while keeping every claim documented and defensible. Eric is a graduate of Boise State University.
Dalton Jensen
Senior Account Executive, Strata R&D Tax Group
Dalton brings more than a decade of expertise in business taxation, helping clients navigate complex tax landscapes with clarity and confidence, the same discipline that defensible R&D credit work demands: accurate scoping, sound documentation, and claims that hold up. Dalton holds an MBA and a Bachelor of Science in Accounting from Southern Utah University.
Ready to find out what your work is worth? Request your no-cost review and our team will reach out within one business day.
Request my review