Research and development (R&D) tax credits

Research and development (R&D) tax credits

We work alongside you, combining experienced advisers and our purpose-built technology to simplify R&D credits and strengthen your claims.

Maximize ROI with a human-centered, tech-enabled R&D tax credit strategy


R&D tax credit scrutiny is increasing, driven by expanded reporting requirements, greater specificity on timely filed returns, and heightened examination standards. At the same time, tax leaders are expected to meet these demands with fewer resources and minimal disruption.

Traditional approaches for claiming the R&D tax credit no longer are sufficient or efficient. Manual reviews, fragmented processes, and after-the-fact documentation create unnecessary risk and force trade-offs between accuracy, efficiency, and defensibility.

Our approach changes those trade-offs. Through long-standing investment in our people and in automation, data standardization, and analytics-enabled workflows, our teams provide broader data analysis, greater year-over-year consistency, and clearer insight into opportunity and risk, without increasing the burden on your tax, finance, or technical teams.

Designed around how you actually operate 

As a trusted adviser to startups, scale-ups, and established enterprises, Crowe understands no two taxpayers approach the R&D tax credit the same way. We assess how your R&D is performed, where friction exists, and which outcomes matter most to you. Then we tailor a plan to fit your needs – whether full-service, shared-services, or targeted support – reducing burden, boosting confidence, and delivering sustainable results.

Today’s complex tax environment requires an agile, integrated approach


Our experienced R&D tax professionals lead every study, applying judgment, context, and insight throughout the life cycle. Technology is embedded to support our work, helping you achieve cleaner data, greater consistency, and stronger year-over-year analysis.

Clear, evidence-based support

Our Crowe-built, AI-enabled technology analyzes your existing documents to deliver consistent, defensible R&D credit support, reducing manual effort and aligning with how the IRS expects R&D to be substantiated.

Defensible and audit-ready business components

Our technology capabilities map qualifying activities to business components per Form 6765, strengthening nexus, improving traceability, and delivering audit-ready documentation aligned with IRS expectations.

Scalable information analysis

Our in-house R&D technology analyzes complex project data, validated by R&D credit specialists. This integrated model drives faster, more confident results and scales with growing R&D activity and regulatory demands.

Related insights

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IRS Revises Form 6765 Instructions for OBBBA
IRS Revises Form 6765 Instructions for OBBBA
The IRS released a revision of Form 6765 instructions to align with the guidance on research credit reporting in the One Big Beautiful Bill Act.
Why Human-Centered AI Is Changing R&D Credit Defensibility
Why Human-Centered AI Is Changing R&D Credit Defensibility
R&D credits studies built on human-centered AI can produce results that are better suited to withstand the evolving IRS examination environment.
Onerous R&D Tax Reporting Requirements Delayed
Onerous R&D Tax Reporting Requirements Delayed
The IRS has extended the deadline for complying and providing feedback on increased reporting for research credit claims.
IRS Revises Form 6765 Instructions for OBBBA
IRS Revises Form 6765 Instructions for OBBBA
The IRS released a revision of Form 6765 instructions to align with the guidance on research credit reporting in the One Big Beautiful Bill Act.
Why Human-Centered AI Is Changing R&D Credit Defensibility
Why Human-Centered AI Is Changing R&D Credit Defensibility
R&D credits studies built on human-centered AI can produce results that are better suited to withstand the evolving IRS examination environment.
Onerous R&D Tax Reporting Requirements Delayed
Onerous R&D Tax Reporting Requirements Delayed
The IRS has extended the deadline for complying and providing feedback on increased reporting for research credit claims.
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Work with a team you can trust


Your R&D tax credits are supported by experienced professionals who remain actively involved throughout the engagement. With involvement in industry councils and IRS working groups, we bring insight into evolving guidance and audit trends – helping you anticipate change, apply informed judgment, and prepare with confidence, not just react after the fact.

Ready to strengthen your R&D tax credit claim? Learn how a human-centered, tech-enabled approach can help you meet today’s requirements and support tomorrow’s strategy.

AJ-Schiavone-225
A.J. Schiavone
Partner, Tax

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