R&D Tax Credits

Get the full value of your innovation investments.

R&D tax credits are valuable, and when they’re done right, they can provide meaningful tax savings for your business. Redpath helps businesses capture R&D tax credits with confidence by balancing opportunity, risk, and long-term strategy. With disciplined documentation, proactive planning, and CPA-firm standards, we help clients pursue credits that stand up to scrutiny and support sustainable growth.

The reality of R&D tax credits:

Most businesses don’t realize they qualify for the R&D tax credit. Their teams are focused on building products, improving processes, or solving technical challenges, not tracking documentation for credits. As a result, credits become an afterthought, and opportunities are missed. When R&D tax credits finally come up, they often feel complex, risky, or difficult to navigate.

That’s where the right expertise and process can make a difference. Redpath helps businesses identify qualifying activities, capture available opportunities, and build the documentation needed to support their claims.

Challenges we help clients navigate:

Understanding R&D tax credit eligibility
Identify activities that may qualify for valuable credits.
Overlooking qualifying activities
Capture opportunities across your operations.
Complex documentation requirements
Build support for your R&D tax credit claim.
Calculating the available credit
Maximize eligible credits with a thorough analysis.
Changing R&D tax requirements
Stay ahead of evolving tax rules.
Supporting your R&D tax credit position

Strengthen your position with defensible documentation.

Maximize the value of your innovation work.

Every dollar you invest in research and development should work harder for your business. The federal R&D tax credit, along with many state-level incentives, can provide significant tax savings based on the qualified research activities you are already conducting.

You may qualify for R&D tax credits if your company develops new or improved manufacturing processes, creates proprietary software or applications, engineers custom products or solutions, designs and tests prototypes, or invests in automation or robotics development.

What we provide:

  • Transparent, fixed-fee pricing designed to help you retain more of your credit benefit
  • Comprehensive audit protection
  • Audit-ready documentation for all claimed expenditures
  • Direct access to your local R&D tax team

We help clients navigate their R&D tax credit position.

Strong documentation and a well-supported position can help businesses maximize available credits while navigating the requirements with confidence.

Our team helps clients build defensible documentation and take a measured approach to their R&D tax credit claims.

Industries commonly claiming R&D tax credits:

  • Manufacturing
  • Software & Technology
  • Construction & Engineering
  • Food and Beverage
  • Life Sciences
  • Agriculture

Qualified expenditures:

Many companies are surprised to learn that their everyday innovation work qualifies for significant tax credits. Understanding which expenditures qualify is the first step to maximizing your benefit. While complex regulations govern these credits, the core qualifying expenses fall into these key categories:

  • Wages: Compensation for engineers, software developers, and other technical staff directly involved in R&D activities.
  • Contract Research: Payments to U.S.-based contractors performing qualified research on your behalf.
  • Supply Costs: Materials and supplies consumed during the R&D process, including prototype development.

Outcomes we deliver:

  • Maximized identification of qualified research expenditures

  • A more efficient, organized study process

  • Reduced administrative burden for your team

  • Tailored request lists that eliminate unnecessary work

  • Coordinated support from the broader Redpath team

FAQs

The Research & Development (R&D) tax credit is a federal incentive that rewards businesses for investing in innovation. Many states also offer additional R&D credits. These credits can provide significant tax savings for qualifying activities you are already conducting.

Your company may qualify if you develop new products, improve manufacturing processes, create software applications, or conduct other technical research. Not all research qualifies, but many companies are surprised to learn that their everyday innovation work meets the criteria.

Documentation needs vary based on your specific activities but typically include payroll records, project documentation, and research results. Our team guides you through exactly what’s needed and helps gather information efficiently to minimize disruption to your business.

You may be able to claim credits for prior years. During our initial analysis, we will review your qualifications across multiple tax years to identify all available opportunities.

Our comprehensive audit protection means we stand behind our work. All documentation we prepare is audit-ready, and we provide full support if questions arise about your R&D credit claim.

We use a transparent, fixed-fee approach rather than contingent fees. With our capped fee structure, you’ll retain more of what is owed to you and know exactly what to expect before we begin.

Timeline varies by project scope, but we coordinate closely with your tax team to ensure credit calculations are ready for your filing deadlines. No last-minute surprises or delays.

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Our R&D Tax Credit Team

  • Mandee Page, JD

    Managing Director

    R&D Tax Credit Services Leader

    About Mandee :

    I help companies maximize the value of the innovation already happening within their organizations. Clients often come to me unsure whether they qualify for research and development tax credits, and I work closely with leadership, finance, and technical teams to identify qualifying activities, build well-supported credit positions, and uncover opportunities that might otherwise be missed. Drawing on experience at both Big 4 and regional firms, I connect the realities of technical work with complex tax requirements to help clients approach the credit process with confidence.

    Education: B.A., University of North Dakota; J.D., Mitchell Hamline School of Law

    Professional Affiliations & Community: Board Treasurer, Edina Girls Athletic Association (EGAA), 3 years; selected participant, Minnesota Chamber of Commerce’s Leadership Minnesota program

    Fun Fact: I have a serious green thumb; plants fill my office, house, and yard, including an avocado tree and a lemon tree I grew from seed, and a six-foot money tree grown from a tiny starter plant.

    Contact Mandee :

  • Matt Cochran

    Managing Director

    About Matt :

    I oversee the delivery of research and development tax credit services for a diverse portfolio of business clients, identifying and evaluating qualified R&D activities across a broad range of industries. I work directly with business owners, CFOs, controllers, engineers, project managers, and other technical personnel to understand their development processes and determine which activities and expenses may qualify for federal and state R&D tax incentives. That includes applying the four-part qualification test to individual business components, overseeing the calculation and documentation of qualified research expenditures, and reviewing credit studies to make sure the documentation supports each client’s tax position. I also advise clients on documentation practices, train consultants, and help grow the firm’s R&D tax credit practice.

    Education: B.A., Economics & Political Science, Texas State University

    Fun Fact: I love to hunt, golf, ski, and pretty much anything sports or outdoors. I am also kept very busy with my son and daughter.

    Contact Matt :

Innovation happens every day across your business. Our team helps you identify qualifying activities, document your work, and capture the tax benefits available from your investments in innovation.

Ready to uncover your R&D tax credit opportunities?