Fund your transformation with smart credits and incentives.
Tax credits and incentives – Technology and AI implementations
Overview
Many organizations miss out on federal, state, and global tax incentives tied to their technology and AI investments. We help unlock that value by identifying eligible activities and aligning incentive strategy with your transformation roadmap—from planning through implementation and compliance. AI-enabled tools track hours, costs, and deliverables as projects run. Then, we package the evidence to support filing and defensibility, so you can offset costs and reinvest in continued innovation.
Market trends
Capabilities
- Capture dollars to fund innovation
- Orchestrate federal, state, and global programs
- Broaden eligibility beyond traditional R&D
- Claim with confidence
- De-risk compliance as rules evolve
- Move fast with AI-enabled tooling
Capture dollars to fund innovation
Turn your technology and AI investments into a source of funding for future growth. We help you quantify and secure federal, state, and global tax credits tied directly to your tech and AI roadmap. Identify eligible activities across your transformation portfolio, calculate potential savings, and build the case for each claim. Convert recovered dollars into reinvestment capacity that fuels continued innovation and competitive advantage.
Orchestrate federal, state, and global programs
Navigate a fragmented incentives landscape without missing opportunities or duplicating effort. We coordinate R&D credits, state programs, and international regimes under one unified strategy—aligning timelines, documentation standards, and filing requirements across jurisdictions. Treat incentives as an integrated portfolio with full visibility across programs, so you capture the complete value available to your organization.
Broaden eligibility beyond traditional R&D
Recognize the full scope of qualifying work hidden within your technology initiatives. We help you identify software development, automation, and AI activities that meet credit eligibility criteria—work that many organizations overlook or fail to document. Establish clear business-component linkages between technical activities and qualified research definitions. Expand your claims to include all creditable work and recover savings you may have left on the table.
Claim with confidence
Meet heightened IRS substantiation standards without slowing down your transformation. We help you build contemporaneous evidence and audit-ready files that satisfy current Form 6765 requirements and agency expectations. Document qualifying activities, costs, and technical uncertainty as work happens—not after the fact—so you strengthen defensibility and reduce the risk of adjustments during examination.
De-risk compliance as rules evolve
Stay ahead of shifting regulatory expectations without diverting resources from core priorities. We monitor reporting changes, IRS guidance, and state-level developments—then translate those updates into actionable process adjustments. Build an operating rhythm designed to anticipate reviews rather than react to them. Stay compliance-ready as documentation standards tighten and reporting requirements expand.
Move fast with AI-enabled tooling
Accelerate tracking and documentation so your teams spend less time on paperwork and more time building value. We deploy AI-enabled tools that capture qualifying activities, hours, and costs in real time as projects run. Give leaders visibility into eligible work and evidence status without manual data collection—so your team stays focused on delivery, not documentation.
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