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.
Many 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 R&D expertise with advanced tools to streamline identification, documentation, and filing – delivering both speed, accuracy, and confidence.
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:
Is the activity intended to develop a new or improved business component, such as a process, software, technique, formula, or invention?
Does the improvement relate to function, performance, reliability, or quality? (Cosmetic/stylistic changes don’t count)
Does the activity fundamentally rely on the principles of physical or biological sciences, engineering, or computer science?
Can you demonstrate you tried to eliminate uncertainty about the capability, method, or design of the business component?
Did the activity involve a process of evaluating one or more alternatives through modeling, simulation, systematic trial and error, testing, or other evaluative methods.
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 & 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.
