UPCOMING LIVE WEBINAR
The R&D Tax Credit in the Food & Beverage Sector
Date and Time: There are no webinars running at this time
R&D Tax Credits: 80% of eligible companies do not claim them! Every year, companies waste thousands or even hundreds of thousands of dollars due to simple misunderstandings about the Research and Development (R&D) tax credit. Amendment claims can go back three years and in most cases generate substantial refunds for past R&D activities.
Date and Time: Thursday, October 2, 2030 at 1:00 PM CT | Duration: 60 Minutes
WEBINAR DETAILS
Title: The R&D Tax Credit in the Food & Beverage Sector
Date: There are no webinars running at this time
Time: There are no webinars running at this time
Cost: FREE
Learning objectives include:
- An overview of R&D Tax Credits
- Identifying Qualifying Research Activities
- Defining the 4-Part Test
- How to substantiate activities through documentation
- Identifying Qualifying Research Expenses
Knowledge Level: Basic*
Date: Thursday, October 2, 2030
Time: 1:00 PM – 2:00 PM Central Time
Our Difference
- We care about price – Our fees are the most competitive in the market.
- We care about risk – We are one of the most conservative, if not the most conservative, R&D tax credit providers in the market.
- We are here to stay – We are one of the largest specialized R&D tax credit firms in America. We exclusively provide R&D tax credit services and have a long-term vision.
- We think we are the best – We do one thing, and we do it better than anyone else because it is the only thing we do.
Founded in 1984

Cybersecurity Accredited

Risk Management Accredited

| Framework Element | Description | Implication for clients |
| Six-Eye Review | A mandatory internal review of every claim by a qualified engineer, a scientist, and a CPA (Certified Public Accountant) or an Enrolled Agent. | Ensures the claim is technically valid, financially accurate, and compliant with tax law, maximizing its defensibility. |
| ISO 31000:2009 (Risk Management) | An international certification for the company’s comprehensive risk management policies and processes. | Provides objective third-party validation of the company’s commitment to mitigating tax risk for the client. |
| ISO 27001 (Information Security) | A global benchmark standard for creating and maintaining an information security management system (ISMS). | Guarantees the highest level of protection for sensitive intellectual property and confidential financial data. |
Small businesses in the Food and Beverage sector can significantly benefit from the R&D tax credit by offsetting costs associated with developing new recipes, improving production processes, or enhancing food safety. For startups with low or no income tax liability, the R&D tax credit payroll tax offset is particularly beneficial: it allows eligible companies to claim up to $500,000 annually against their payroll taxes. This can free up critical cash flow, allowing for further innovation, hiring, or expansion of operations, ultimately making it easier for small businesses in the food and beverage sector to grow and remain competitive.
Food and Beverage Case Study
Bryan Beef, a U.S. processed meat manufacturer, successfully obtained over $140,000 in federal R&D tax credits by reinventing its production process to produce certified organic beef. Although previously convinced that its activities did not qualify for such credits, Bryan Beef discovered its eligibility after a meeting with a specialist who identified numerous qualifying R&D activities within its daily operations. Such activities included the development of new product formulations and packaging, modification of production processes, automation of functions, implementation of continuous improvement projects, and redesign of machinery layout. To substantiate its claim, Bryan Beef maintained comprehensive documentation, such as project logs, design drawings, test results, and tax invoices, ensuring it was “audit-ready” in the event of potential checks.































