R&D Tax Credits & Incentives

Our Approach to Tax Credits

SD Mayer understands that increased global competition has forced many companies to find new and innovative products to expand and maintain their customer base. These new products come at the cost and expense of research and development (R&D). Our job is to help you make the most of these investments, using the existing federal and state R&D tax credits available to reward your business for investing in R&D. The federal credit can be as much as 10% of actual expenditures and many states offer a research tax credit.

SD Mayer can conduct an R&D Tax Credit Study to determine the amount of any potential credits you could gain and we can facilitate your application by:

  • assisting your staff in identifying the qualifying activities;
  • gathering and documenting related costs;
  • detailing state tax benefits that might be available;
  • preparing any required tax filings;
  • providing support with federal or state audits

We are familiar with conducting studies for R&D tax credits for a variety of industries, including manufacturing and distribution and software development, as well as many others.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

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We Specialize In The Following Business Structures

  • Limited Liability Companies (LLCs)

    • Internal Revenue Code Section 704(b) compliance
    • Income, gain, loss, deduction and credit distribution
    • LLC tax returns, including Schedule K-1s
    • Basis, amounts at risk, passive activity limitations, and debt allocation calculations
  • Limited Liability Partnerships (LLPs)

    • Partner allocations
    • Capital accounts
    • Basis
    • At-risk rules
    • Debt allocations
    • Substantial economic effects
    • Partner compensation
    • Transfers of ownership interests
    • Redemption of retiring partner interests
    • LLP tax returns, including Schedule K-1s
    • Value Added Tax (VAT)
    • Pay As You Earn (PAYE)
  • S-Corporations

    • Form 1120S preparation
    • Schedule K-1s
    • Tax planning strategies

Thought Leadership

Our Tax Team

Angelica Beas
Tax Supervisor
Greg Blanton, CPA
Senior Tax Manager
Claire Hyun, CPA
Tax Associate
Timothy Au
Tax Associate
Stephen D. Mayer, CPA
Managing Partner & Founder
B’Jon Scott
Tax Associate
Ruiqi Wang, CPA
Tax Senior
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
Bonifacio Zablan
Professional Support Specialist
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