Insights
The work, in writing.
Blog posts, case studies, and press from the Strata team. Specialist depth, plainspoken.
87 results
Read →Blog postOct 29, 2026The Engineering Notebook Behind a Security Device: Records That Can Support an R&D Credit
You already keep engineering records for every device you build. Here is how revision history, test logs, and design reviews can help support an R&D credit.
Strata R&D Tax Group
Read →Blog postOct 28, 2026Offset Payroll Tax or Carry It Forward? A Decision Guide for Security Software Startups
A pre-profit software company may be able to use its R&D credit against payroll tax instead of waiting for taxable income. Four questions help you decide which path fits.
Strata R&D Tax Group
Read →Blog postOct 27, 2026Headed to ISC East? Five Myths Security and AV Integrators Believe About the R&D Credit
Before ISC East opens in New York, five common misconceptions that keep security and AV integrators from looking at the R&D credit, and what the rules actually say.
Strata R&D Tax Group
Read →Blog postOct 26, 2026Will a Credit Study Eat Your Billable Hours? What Engineering Firms Can Expect
Engineering firms run on utilization, so the first question about an R&D credit study is usually about time, not eligibility. This post explains, at a high level, what a study asks of your people and what lands on your desk at the end.
Strata R&D Tax Group
Read →Blog postOct 23, 2026Is This Job Worth Tracking? A Four-Question Sorting Tool for Custom Manufacturers
A custom shop runs dozens of jobs a year, and only some may involve real technical unknowns. Four questions can help you sort the jobs worth a closer look from the ones that are simply good, routine work.
Strata R&D Tax Group
Read →Blog postOct 22, 2026Two Entities, One Taxpayer: How the R&D Credit Treats Related Companies
Owners with a holding company, a sister company, or a separate services entity often assume each files its own R&D credit. The rules may say otherwise. Here is how aggregation works in plain English.
Strata R&D Tax Group
Read →Blog postOct 21, 2026The Engineering Records SaaS Teams Already Keep: How Pull Requests, Postmortems, and Load Tests Can Support an R&D Credit
You do not need a new timesheet system to support an R&D credit. Many SaaS teams already produce useful records every sprint. Here is what to keep and the one habit worth adding.
Strata R&D Tax Group
Read →Blog postOct 20, 2026Year-End Checklist for Smart Home Integrators: Five R&D Credit Moves to Make While the Year Is Still Open
Q4 is when integrators are busiest and when the year’s custom work is freshest. Here are five practical moves that can make an R&D credit claim easier to support.
Strata R&D Tax Group
Read →Blog postOct 19, 2026Five Myths That Keep Technology Consulting Firms From Claiming the R&D Credit
Many technology consulting firms assume the R&D credit is for product companies, not firms that build for clients. Five common myths, and what the rules actually say.
Strata R&D Tax Group
Read →Blog postOct 16, 2026New Model, Refresh, or Custom Order? A Project-by-Project Decision Framework for Boat Builders
Not every project in a boatyard belongs in an R&D credit claim, and not every one is left out. Five questions can help you sort new models, refreshes, and custom orders.
Strata R&D Tax Group
Read →Blog postOct 15, 2026Which Parts of an AV Job Can Qualify for the R&D Credit? A Task-by-Task Look Author: Strata R&D Tax Group
Which Parts of an AV Job Can Qualify for the R&D Credit? A Task-by-Task Look Author: Strata R&D Tax Group
Strata R&D Tax Group
Read →Blog postOct 14, 2026Six Questions Automation and Robotics Companies Ask About the R&D Credit, From Off-the-Shelf Arms to Commissioning
Six Questions Automation and Robotics Companies Ask About the R&D Credit, From Off-the-Shelf Arms to Commissioning
Strata R&D Tax Group
Read →Blog postOct 13, 2026Adapted, Duplicated, or Routine? The Exclusions Engineering Firms Should Know Before Claiming the R&D Credit
The R&D credit does not cover every hour an engineer works. Here is a plain-English look at the statutory exclusions that matter most to engineering firms, and how to spot them early.
Strata R&D Tax Group
Read →Blog postOct 12, 2026The Shop Records You Already Keep: How Custom Manufacturers Can Turn Travelers, First Articles, and Scrap Tags Into R&D Credit Support
Most job shops do not lack R&D records. They lack a habit of connecting the records they already keep to the work that may qualify. Here is how to close that gap without adding paperwork.
Strata R&D Tax Group
Read →Blog postOct 9, 2026Which Cloud Bills Count Toward the R&D Credit? A Plain-English Guide for SaaS Finance Teams
Which Cloud Bills Count Toward the R&D Credit? A Plain-English Guide for SaaS Finance Teams
Strata R&D Tax Group