Leading the Innovation for R&D Tax Credits

We leverage technology and expertise to help claim R&D tax credits.

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Intelligent Automation

How it Works

Step by step to receive R&D Tax Credits through Staxiom

Gusto

Synced on 02/01/2025

Insperity

Connect to link your payroll

Rippling

Connect to link your payroll

ADP

Connect to link your payroll

Paychex

Description can be added here

Patriot

Connect to link your payroll

Additional integrations available

Quickbooks

Synced on 12/27/2024

ADP

Connect to link your accounting software

Xero

Connect to link your accounting software

Freshbooks

Connect to link your accounting software

Zoho Books

Connect to link your accounting software

Wave

Connect to link your accounting software

Additional integrations available

Q

Employee Information

Role Description

Qulified Amount

Action

Daria Parker

Product Manager

Plans, manages, and executes projects to ensure they meet deadlines

$50,000.00

$125,000.00

Earl Smith

Sr. Software Engineer

Responsible for designing, developing, and testing software applications

$200,000.00

$250,000.00

Alice Yang

Event Organizer

Responsible for managing event outside of the company

$0.00

$80,000.00

Darius Karl

Software Engineer

Writing code, debugging, and ensuring the quality and functionality

$190,000.00

$200,000.00

Completed

File by 03/15/24

Form 6765

Steps completed:

5/5

Connect Payroll Account

Connect Accounting Software

Confirm Employee & Expenses

Generating Documents

Download Generated Form

Learn more about Form 6765

Download Form 6765

In Progress

File by 04/15/24

Form 941

Steps completed:

2/5

Connect Payroll Account

Connect Accounting Software

Book a Call with Partner CPA

Confirm Information

Download Generated Form

Learn more about Form 941

features

A Personalized Service for Tax Credits

Credit Maximization

We analyze your business expenses to maximize R&D credits and claim every eligible dollar.

Accountant Collaboration

We integrate with your tax preparer for seamless R&D credit filing and compliance.

Federal & State Credits

Maximize your savings by claiming both Federal and State R&D tax credits—we'll handle both.

Qualitative Reports

We worked directly with the IRS to understand exact R&D credit documentation and audit defense requirements.

Human Touch

AI is powerful, but sometimes you need human expertise. Our R&D credit analysts are here to help personally.

Credit Loading

We'll help qualifying businesses apply R&D credits to reduce their payroll taxes for immediate savings.

Frequently Asked Questions

Which activities qualify for the R&D tax credit?

At Staxiom, we specialize in uncovering qualifying activities that others miss—including credits for both technical and non-technical roles and expenses. We've secured credits for companies of all types, from varying industries, sizes, and corporate structures, regardless of their profitability.

My startup isn’t profitable and we’re not paying taxes yet. Can I still apply for the R&D tax credit?

Yes! Even early-stage startups without revenue can apply federal R&D credits to their payroll taxes. If you haven't set up payroll yet, these credits can be carried forward on your balance sheet for future use.

What if my startup uses contractors for the qualifying R&D activities?

If you work with independent contractors or consulting firms, you can claim the credit for qualified work performed in the United States.

Does my business entity type matter?

The short answer is no, with one key exception: non-profits (501c3s) are not eligible since they need a tax liability to receive a tax credit. However, all other business structures qualify—including S Corporations, sole proprietorships, partnerships, corporations, and LLCs.

Can R&D tax credits be claimed for past years (i.e. can they be claimed for previously filed tax years)?

Yes! Profitable companies can claim R&D tax credits retroactively before the statute of limitations expires, though this requires amending previous tax returns. For early-stage startups, payroll tax credits can't be claimed retroactively but can be carried forward on the balance sheet.

Turn Your Innovation Into Savings

Begin your R&D Tax Credit Claim Today!

$150m+

Credits Found

1,000+

Happy Customers

20+

Years of Proven Experience

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