Insights
Guides to the credits that shape your bottom line.
Explainers on R&D tax credit qualification and calculation, WOTC certification, and the legislation behind both.
R&D Tax Credit
The Four-Part Test
The IRC Section 41 criteria every qualifying research activity must satisfy.
Read →R&D Tax Credit
Regular vs. ASC Calculations
How calculation method and spending trends drive your credit percentage.
Read →R&D Tax Credit
A History of the R&D Credit
From a temporary 1981 incentive to a permanent cornerstone of U.S. policy.
Read →WOTC
IRS and DOL Forms Explained
What Forms 8850, 9061, and 9062 do and why you must retain them.
Read →WOTC
A History of WOTC
Three decades of target groups, consolidations, and reauthorizations.
Read →Partners
Why CPAs Partner for WOTC
How AICPA fee rules and software demands make WOTC hard to offer in-house.
Read →Have a specific question?
Our R&D and WOTC leads are happy to help.