Tax Credits & Incentives
Identify, document, and claim all eligible R&D credits, employee incentives, and federal/state programs to reduce your tax liability. Success-based fees—you only pay if we find credits.
We work with companies just like yours
Complete Tax Credit Services
From R&D credits to employment incentives, we identify, document, and claim all eligible federal and state tax credits for your business.
R&D Tax Credit
We identify qualifying research activities across software development, product engineering, process improvements, and tech innovations. Startups can apply R&D credits against payroll taxes up to $500K per year.
Employee Tax Credits
WOTC and other hiring incentive programs that provide $1,200 to $9,600 per qualifying hire. We screen new hires, prepare certifications, and file all required documentation.
Documentation & Filing
Comprehensive support documentation including technical narratives, expense analysis, and audit-ready packages that meet IRS standards. We prepare everything needed to defend your credits.
Credit Maximization
We review all available federal and state credit programs, including retroactive claims for the previous three tax years. Our team identifies credits most companies miss.
Explore Our Tax Credit Services
Get detailed guides and expert support for each tax credit program, from federal R&D credits to state-specific incentives.
Federal R&D Tax Credit Services | Maximize Your Innovation Credits
Maximize your federal R&D tax credits with expert Form 6765 and 8974 preparation. Up to $500K in payroll tax offsets for qualified startups.
- Comprehensive Form 6765 & 8974 preparation
- Audit-ready documentation and IRS compliance
- Average credits: $50K-$150K for startups
State R&D Tax Credits | Multi-State Credit Optimization
Maximize state R&D tax credits across multiple jurisdictions. Expert state-specific credit determination and coordination with federal R&D credits.
- 15-24% credits in top states like California
- Coordinate with federal R&D credit determination
- Multi-state nexus and apportionment analysis
Employee Retention Credit (ERC) | COVID-19 Relief Credits | Finvisor
Retroactive Employee Retention Credit (ERC) claims for 2020-2021. Up to $26K per employee for businesses impacted by COVID-19. Expert audit protection and documentation.
- Up to $26K per employee (2020-2021)
- Retroactive claims via amended Form 941-X
- Audit-ready documentation and IRS compliance
Work Opportunity Tax Credit (WOTC) | Hiring Incentive Credits
Maximize Work Opportunity Tax Credit (WOTC) for hiring qualified target groups. Up to $9,600 per qualified hire including veterans, ex-felons, and SNAP recipients.
- Credits: $2,400-$9,600 per qualified hire
- Must certify within 28 days of hire
- 10 target groups including veterans and ex-felons
Tax Credit Documentation & Compliance | Audit-Ready Records | Finvisor
Expert tax credit documentation and compliance support. IRS audit-ready records, Section G business component details, and regulatory monitoring for R&D and employment credits.
- IRS audit-ready documentation standards
- Section G business component detail (R&D)
- Year-round regulatory monitoring and updates
Why Choose Finvisor?
Reduce Tax Liability
Companies typically recover thousands to hundreds of thousands in tax credits annually. Early-stage startups can offset up to $500K in payroll taxes per year with R&D credits alone.
Improve Cash Flow
Retroactive claims recover credits from the previous three years, and payroll tax applications provide immediate cash flow benefits for pre-revenue startups.
Defensible Documentation
Our comprehensive documentation packages meet IRS examination standards with technical narratives, expense analysis, and audit-ready supporting materials.
Estimate Your Tax Credits
Use our free calculators to estimate your potential federal R&D tax credits, WOTC savings, and other tax incentives.
Simple onboarding, seamless operation
We integrate directly with your systems to pull data automatically, minimizing your effort.
Qualification Assessment
Review your activities to identify qualifying R&D, hiring programs, and other credit opportunities.
Credit Calculation
Calculate maximum credit amounts using IRS-approved methodologies and documentation.
Documentation Package
Prepare comprehensive support documentation including technical narratives and expense analysis.
Filing & Monitoring
File required forms with tax returns and monitor for changes in credit eligibility.
Related Financial Calculators
Common Questions
What qualifies for the R&D tax credit?
Can startups claim R&D credits?
What is the Work Opportunity Tax Credit (WOTC)?
Can we claim credits for prior years?
How much documentation is required?
What's your fee structure for tax credits?
Ready to upgrade your finance stack?
Join hundreds of founders who trust us with their financial foundation. Get in touch with our team today.
Get a Free Consultation
Tell us about your business and we'll get back to you within 24 hours to discuss how we can help.