The Best Tax Strategy You
Haven’t Used…Yet
Have you developed a new product? Created a more efficient supply chain setup? Improved a process or safety protocol?
If so, you might be in line for research and development (R&D) tax credits. These federal incentives are a dollar-for-dollar deduction on either your income tax obligations or (if your company qualifies) your payroll taxes.
R&D tax credits can reach into the hundreds of thousands of dollars — freeing up crucial funding you can use to hire more employees, develop more innovations and grow your business to the next level. So it literally pays to know more about this often-overlooked tax strategy!
Meet Lucia Valenzuela!
The leader of our R&D Tax Credit Services team, Lucia has spent her career helping businesses make the most of their tax returns. See what she and her team can do for you!
Saving Money, Spurring Innovation
Every day, companies nationwide further the mission of innovation with new products, processes and initiatives that change the landscape of how we do business. But innovation takes funding, and with that comes a vicious cycle: You need money to grow your business and develop your products and services… but you also need to do those same things to bring money in.
That’s why R&D tax credits were established. Designed to encourage companies like yours to invest in the innovation, creation and improvement of products or processes, R&D tax credits can offset some of the costs associated with research and development — fueling growth and technological advancement.
R&D Tax Credit Services
James Moore’s R&D Tax Credit Services team has the knowledge and expertise to help you leverage these credits to your advantage. Team leader Lucia Valenzuela, a nationally recognized innovator in specialized tax services, has guided thousands of businesses nationwide through the complex process of qualifying and filing for R&D tax credits. She and her team of tax professionals combine for decades of experience with business tax matters and creative strategies that help their clients get more out of their returns.
Eligibility Perspective
We’ll evaluate your activities for R&D tax credit eligibility under federal and state guidelines
Credit Calculation
We can identify and calculate qualified research expenses (QREs) to maximize the tax credit.
Documentation Support
We’ll help you compile and maintain the necessary documentation to substantiate your R&D tax credit claims in case of an audit.
Strategic Planning for Future R&D Activities
We can advise you on how to structure future R&D activities to optimize tax benefits and ensure ongoing compliance.
Questions about your R&D tax credit eligibility?
A lot goes into whether your business can take advantage of R&D tax credits — and we're happy to help you work through it all. Simply fill out this form, and a member of our team will be in touch!
Need more information? Check out our thought leadership library.
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Lucia Valenzuela
Chief Innovation Officer
Lucia is the driving force behind the adoption of new technologies and services at our firm. She stays up to date on advancements and works with firm leadership to develop and implement strategic plans that align with our goal of enhancing the client and employee experience.
Lucia brings to James Moore a decade of experience and forward-thinking leadership in technology, public accounting and tax law matters. A trusted advisor in the field of R&D tax credits, she has successfully guided thousands of companies through the complexities of filing for that credit. Her other notable achievements include the market launch of revolutionary tax software and building a large specialty tax practice at a top 50 accounting firm.
Lucia’s knowledge of technology, strategic partnerships, teambuilding, public accounting and tax law provides our firm with a new and unique perspective on client service and operations. Outside of James Moore, Lucia is active in local bar associations and their respective boards. She also volunteers with Project Youth, Step-Up and other organizations focused on mentoring and empowering underprivileged youth in their journeys toward college.
