Harness the power of one of the most valuable federal incentives. At Sagemont, we help businesses of all sizes—from startups to established enterprises—maximize their R&D tax credit benefits while ensuring compliance and peace of mind.
The One Big Beautiful Bill Act (OBBBA) has reshaped the landscape for innovative businesses:
No more mandatory amortization—qualified research expenses can now be fully deducted in the year incurred, providing immediate cash flow relief and a stronger incentive to invest in R&D.
Businesses can revisit prior years’ qualified research activities and leverage more favorable carryback provisions to unlock previously unclaimed credits—turning dormant innovation into tangible financial benefit.
At Sagemont, we integrate these legislative enhancements directly into our methodologies, ensuring you capture every dollar available today and retroactively.
We combine tailored tax expertise with advanced tools to streamline identification, documentation, and claiming—delivering both speed & accuracy.
We consult with your team to identify eligible projects, assess documentation readiness, and estimate your potential savings.
Through interviews, financial mapping, & precise documentation, we quantify your qualified research expenses at every level.
We deliver a robust, audit-ready study package—including technical narratives & amended returns—that withstands IRS review.
We navigate the IRS’s rigorous criteria, evaluating:
Permitted Purpose refers to the authorized use of a resource or action under specific guidelines.
Technological basis process involves utilizing advanced tools & methodologies to streamline development & innovation.
Uncertainty elimination focuses on reducing ambiguity to enhance decision-making & improve predictability.
A structured experimentation process involves systematic planning, testing, & analysis to optimize outcomes and drive innovation.
If your business develops or improves products, processes, software, formulas, or systems—as part of design, testing, or optimization—you may qualify. From manufacturing to biotech to software, many routine improvements now unlock both immediate deductions and long-term credits.
Section 174 costs expensed in the current year
Monetize past innovation efforts through expanded lookbacks
Dollar-for-dollar federal and state incentives
Organized, defensible docum. backed by specialists
Let’s explore your eligibility.
We conduct interviews & early analysis.
Technical narratives, finance linking, reporting.
Submit claims & pursue every available credit—including prior years.
Get Started Today with a Complimentary
R&D Credit & Section 174 Assessment
Contact Us Today
taxcredits@sagemontadvisors.com
We’re ready to help you strengthen your bottom line through innovation incentives.
