B10 Capital partners with CPAs and business leaders to deliver fully managed, audit-ready R&D tax credit solutions, strategic, seamless, and built to protect what matters.
Schedule a Strategy CallWe begin by reviewing your research and development activities to identify those that may qualify, providing a detailed assessment intended to capture potential opportunities in accordance with applicable tax regulations.
B10 Capital documents a company's research activities and related expenditures with care, providing detailed calculations to help determine eligible R&D tax credit in accordance with applicable tax guidelines.
Our experienced tax specialists review all documentation to help confirm its accuracy and support alignment with applicable IRS requirements.
We manage the documentation process with meticulous attention to detail, providing the necessary paperwork to a CPA for filing. Once submitted, the business can enjoy prompt and significant financial benefits from the R&D tax credit.
B10 Capital’s team of tax specialists applies in-depth experience in IRS compliance and R&D tax credit services to support qualified clients. We provide careful, detailed assistance designed to help strengthen your financial strategy with professionalism and precision.
Experience matters, especially with the R&D tax credit. Our team applies extensive expertise to help identify eligible credit while ensuring compliance with IRS requirements. We provide a balanced approach so your claims are well-documented and defensible under tax guidelines.
At B10 Capital, we recognize that elite businesses demand personalized attention. Our bespoke approach tailors solutions specifically to a company’s distinguished research and development initiatives, ensuring optimal eligibility for incentives.
Navigating tax credits should be a straightforward and seamless experience. Our refined process is carefully crafted to minimize disruption, provide clear and actionable guidance, and swiftly deliver substantial financial advantages directly to your bottom line.
Case Study
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Graphite Connect, a B2B SaaS platform headquartered in Lehi, Utah, was investing heavily in innovation but hadn’t yet captured the financial value of their R&D. With B10 Capital’s guidance, CFO Lauren Farnsworth and her team transformed untapped innovation into over $1.1M in federal and state R&D tax credits, while elevating the finance team’s strategic role.
Graphite Connect had never fully explored the R&D tax credit. With their focus on platform development and innovation, the finance team lacked the bandwidth and expertise to identify qualifying expenditures, risking untapped tax benefits and missed opportunities to turn innovation into financial impact.
B10 Capital conducted a thorough analysis of qualified research expenditures, uncovering additional eligible expenses, and provided a structured, transparent process that gave finance the confidence to claim the credit with minimal risk.
“As a growth stage SaaS company, we were definitely in cost saving mode and we were looking for ways to reduce our cash burn. It’s very unusual for the finance team to be the team that is bringing in cash. Usually we are the ones trying to cut everywhere we can, but I like to look for opportunities for the finance group to be cash generating. The R&D tax credit has the opportunity to be just that.”
Lauren Farnsworth, CFO, Graphite Connect
Exclusive businesses dedicated to pioneering new or significantly improved products, processes, or technologies.
Enterprises strategically investing substantial financial resources into high-caliber research, trials, and testing, particularly those undertaking uncertain ventures.
Businesses renowned for overcoming complex technical challenges through sophisticated research or experimentation.
Prestigious businesses focused on expanding their operations through innovative methodologies, advanced software, or enhanced solutions.
Contact us today to learn how Research and Development credits can enhance your tax strategy
Secure access to our Research and Development program and elevate your client tax savings
B10 Capital, established in 2017, has earned trust as a leader in tax strategy through our personalized, compliance-driven solutions and robust security protocols. Our unwavering commitment to integrity and client success makes us a reliable partner in your financial journey.
Navigating B10 Capital's Premier Tax Services
The R&D tax credit is a federal incentive designed to reward businesses for investing in innovation, significantly offsetting the cost of qualified research activities.
Certainly. Businesses of all sizes, including startups and niche enterprises, can capitalize on substantial benefits. Special provisions may help offset payroll taxes significantly.
Eligible expenses encompass wages, specialized contractor costs, exclusive supply expenditures directly tied to R&D, and costs associated with advancing new products or processes.
Following submission, the process typically spans several weeks to a few months. B10 Capital ensures meticulous preparation and timely delivery of expenditure documentation to the CPA who will then include R&D claims on your tax forms.
Yes, many companies are eligible to retroactively claim the R&D tax credit for prior years. Our specialists will expertly navigate eligibility requirements and documentation.
While frequently associated with technology and manufacturing, businesses across diverse industries, including healthcare, software development, engineering, and agriculture can also benefit significantly from the R&D tax credit.
If you need further clarity on our R&D program or our advanced tax strategies, our dedicated team is here to help. Reach out to us for personalized assistance and secure the insights you need to optimize your financial advantage.