Most businesses are doing R&D.
They just don't know how to document it.
Your CPA determines eligibility, qualified expenses, and filing treatment.
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Estimate the potential value of your R&D credit
Federal R&D Credit Estimator
$
Include the wages, contractor costs, supplies, and other research expenses you want to evaluate. Your CPA will determine which costs qualify.
See the packet your CPA receives
Review the Sample PacketR&D Tax Credit
Review Packet
CompanyHill Country Hearth Foods
Tax Year2026
Pages26
Business component summaries
Labor, contractor & expense allocations
Evidence references & review notes
CPA handoff & filing inputs
Ready for ReviewPDF
From active project to CPA review
- 01Document the work
- 02Connect people and costs
- 03Prepare the CPA packet
For Businesses
Record technical work, costs, and evidence while the details are fresh.
See how it works for businessesFor CPA Firms
Receive project narratives, cost support, evidence, and open questions in one packet.
See how it works for CPA firmsR&D Ledger organizes the documentation. The CPA retains responsibility for eligibility, substantiation, calculations, elections, and filing treatment.
Bring us one recent project
Bring something your team recently developed, improved, tested, or struggled to get right.