Insights
The work, in writing.
Blog posts, case studies, and press from the Strata team. Specialist depth, plainspoken.
72 results
Read →Blog postOct 7, 2026What It's Like to Work With Strata's Full-Service Tier, From Your Side of the Table
Full-Service is our most popular tier, built for owners and CFOs who want every defensible dollar with barely a lift from their team. Here is what it includes and what working together feels like.
Strata R&D Tax Group
Read →Blog postOct 6, 2026When You'd Rather the Engagement Come to You: Three Situations Where Enterprise Fits
Some organizations would rather have the engagement shaped around them. Here are three illustrative situations where Strata's in-person Enterprise tier tends to be the right fit.
Strata R&D Tax Group
Read →Blog postOct 5, 2026Self-Serve, Full-Service, or Enterprise? How to Choose How Much of the R&D Credit Work to Carry Yourself
Every Strata tier ends with a filing-ready study your CPA can file. The real question is how much of the work your team wants to carry. Three questions help you decide.
Strata R&D Tax Group
Read →Blog postOct 2, 2026Six Questions Technology Consulting Firms Ask About the R&D Credit, From Billable Hours to Offshore Teams
Consulting firms rarely fit the "product company" picture of R&D. Six questions on billing, reusable tools, and offshore teams show where the credit may still apply.
Strata R&D Tax Group
Read →Blog postOct 1, 2026Does Your Own Time Count? Owner and Principal Pay Under the R&D Credit
Many engineering firm owners assume their own time is off the table for the R&D credit. The rules are more nuanced, and entity type shapes the answer.
Strata R&D Tax Group
Read →Blog postSep 29, 2026Five Myths That Keep Smart Home Integrators From Claiming the R&D Credit
Smart home integrators solve hard technical problems on job after job, yet many rule out the R&D credit based on assumptions. Here are five common myths, and what the rules actually say.
Strata R&D Tax Group
Read →Blog postSep 28, 2026Sea Trials, Change Orders, and Mold Revisions: The Boatyard Records That Can Support an R&D Credit
Most boat builders already produce the records an R&D credit claim relies on. They just are not organized that way. Here is what to keep, how to connect it, and where the line falls.
Strata R&D Tax Group
Read →Blog postSep 23, 2026Your Programmer or Theirs? How AV Integrators Can Decide Whether Subcontracted Work Counts Toward the R&D Credit
When an AV integrator pays an outside programmer or engineer to solve a hard problem, part of that cost may count toward the R&D credit. Five questions help you sort which invoices qualify.
Strata R&D Tax Group
Read →Blog postSep 21, 2026How the R&D Credit Is Actually Calculated: Two Methods, One Election, and Why Year One Looks Different
Most owners assume the R&D credit is a flat percentage of research spending. It is not. Here is how the two calculation methods and the Section 280C election actually shape the number on your return.
Strata R&D Tax Group
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