Insights
The work, in writing.
Blog posts, case studies, and press from the Strata team. Specialist depth, plainspoken.
63 results
Read →Blog postSep 17, 2026Before Your Engineering Firm Closes the Books: A Year-End R&D Credit Checklist
The last quarter of the year is when engineering firms can still capture what their teams actually did. Here is a short checklist for turning this year's design work into a claim that is easy to support, including what the redesigned Form 6765 now asks for.
Strata R&D Tax Group
Read →Blog postSep 16, 2026Which Parts of Your SaaS Roadmap Qualify for the R&D Credit (and Which Do Not)
A SaaS roadmap mixes real technical problem-solving with configuration, polish, and maintenance. This post walks through how the credit draws the line, and why software you sell is treated differently from the tools you build for your own back office.
Strata R&D Tax Group
Read →Blog postSep 11, 2026Is an R&D Credit Study Worth It for Your Boat Company? Five Questions That Decide It
Not every boat builder should run an R&D credit study. Five questions about your engineering time, your customers, your contracts, and your tax position will tell you whether yours should.
Strata R&D Tax Group
Read →Blog postSep 10, 2026Five Things AV Integrators Get Wrong About the R&D Tax Credit
Most AV integrators rule themselves out of the R&D credit before anyone has looked at their projects. Here are the five assumptions doing the ruling out, and why each one deserves a second look.
Strata R&D Tax Group
Read →Blog postSep 9, 2026The Costs Automation Integrators Leave Out of an R&D Credit Claim
Most automation integrators assume the R&D credit is about engineer salaries. The rules count more than that, and less than some people hope. A plain-English walk through the four cost categories.
Strata R&D Tax Group
Read →Blog postAug 26, 2026Seven Questions to Ask Before You Hire an R&D Credit Provider
The provider you choose shapes whether your R&D credit holds up. Seven questions that separate careful providers from the rest.
Strata R&D Tax Group
Read →Blog postAug 25, 2026Claiming Past R&D Credits: Six Questions About the IRS Refund Claim Rules
The IRS has raised the bar for R&D credit refund claims, and the grace period for fixing incomplete ones ends January 10, 2027. Six questions owners and CFOs are asking, answered.
Strata R&D Tax Group
Read →Blog postAug 24, 2026The R&D Deduction Is Back. The Credit Was Never Gone.
Congress restored immediate expensing for domestic R&D, and many owners concluded the R&D credit conversation was over. It is not. The deduction and the credit are two different benefits, and they can work together.
Strata R&D Tax Group
Read →Blog postAug 21, 2026Your Team Uses AI Every Day. Does Any of It Qualify for the R&D Credit?
Subscribing to AI tools does not earn a credit. Solving hard technical problems with them might. Here is where the line actually falls.
Strata R&D Tax Group
Read →Blog postAug 20, 2026One Credit May Be Hiding Another: A State R&D Credit Decision Framework for SaaS Companies
Most states offer their own R&D credit, and for SaaS companies with distributed teams, the federal claim is often only part of the picture. Here is how to think through whether state credits are worth pursuing.
Strata R&D Tax Group
Read →Blog postAug 19, 2026Form 6765 Just Got a Redesign: What Section G Means for Your R&D Credit
The IRS has redesigned the form used to claim the R&D credit, and the biggest change, Section G, becomes mandatory for most filers in tax year 2026. Here is what growing companies need to know, including who is exempt.
Strata R&D Tax Group
Read →Blog postAug 18, 2026Filed an Extension? You Have One Clean Shot at the R&D Credit This Fall
For businesses on extension, the weeks before the fall filing deadlines are the cleanest opportunity of the year to claim the R&D credit. Here is why the original return beats an amended one.
Strata R&D Tax Group
Read →Blog postAug 17, 2026Seven Questions Engineering Firm Principals Ask About the R&D Tax Credit
Engineering firm principals tend to ask the same seven questions about the R&D credit. Here are straight answers on qualifying design work, client-funded projects, and what it takes to find out.
Strata R&D Tax Group
Read →Blog postAug 11, 2026How Much of Your Time Does an R&D Credit Study Actually Take?
The most common reason owners pass on the R&D credit is not doubt about eligibility. It is the assumption that a study will eat their team's quarter. Here is what it really asks of you.
Strata R&D Tax Group
Read →Case studyAug 10, 2026How a Smart Home Integrator Turned Custom Programming Into a $327K R&D Credit
Custom integration work is often more like engineering than installation, and a lot of it can qualify for the R&D credit. Here is how one integrator turned that work into a $327K claim.
Strata R&D Tax Group