Big News for Innovative Businesses
If your business has been waiting on R&D tax credit retroactive claims due to recent amortization rules, we have excellent news: The Research and Development (R&D) Tax Credit is back, and stronger than ever.
In what may be the most significant tax opportunity for innovative businesses in the last decade, amortization for the R&D Tax Credit has been reversed. This means your business can once again fully deduct domestic R&D expenditures in the year they occur—no more five-year amortization.
⚠️ Critical Deadline: The window to claim your retroactive credits closes July 4, 2026. After that date, the ability to amend returns for 2022–2024 is permanently lost.
The Best Part? Retroactive Checks for 2022-2024
The most immediate benefit is for businesses with gross receipts under $31 million. You are not just looking at better planning for next year; you can retroactively claim your 2022, 2023, and 2024 credits right now.
Instead of waiting five years to realize the benefit, you can amend your returns and get a lump-sum, five-or-six-figure check up front.
What this means for your cash flow:
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Immediate Refunds: Amend past returns to eliminate the 5-year wait.
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Simplified Planning: Future credits are deducted in full the year the expense occurs.
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No More Delays: Get caught up on three years of credits in a single claim.
Here’s what every eligible business needs to know:
| Detail | Information |
|---|---|
| Final Deadline | July 4, 2026 |
| Who Qualifies | Businesses with average annual gross receipts under $31 million |
| What You Can Claim | Retroactive 100% deduction for domestic R&D expenses for 2022, 2023, and 2024 |
| How to Claim | File amended returns for each eligible year |
| What Happens After | The ability to amend these years is permanently closed |
After July 4, 2026, this opportunity disappears. If you don’t act, you leave that cash on the table—permanently.
Why Work with Indago?
We understand that navigating the technical requirements of the R&D credit can be complex. That is why we partner with CPA firms and business owners to make the process seamless. At Indago, we bring deep expertise to this credit and more.
Here is how we deliver:
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Speed: We deliver your credits in just 4-6 weeks.
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Experience: With over 30 years in the industry, our reports are designed to withstand IRS scrutiny (and they have).
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Value: We deliver a fully documented, audit-ready package at a cost that is 25% less than our competitors.
For CPA Firms: A Seamless Extension of Your Team
We know your firm is busy with compliance and advisement. Our goal is to make this credit simple for you to offer.
When you partner with us, we handle the heavy lifting:
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We conduct the technical interviews and identify all Qualified Research Expenses (QREs).
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We prepare the detailed study and deliver a complete report.
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You maintain the client relationship while we provide the specialty expertise.
This allows you to offer a high-margin, valuable service without stretching your internal resources.
Don’t Miss This Window
The door is open to claim your 2022-2024 credits now. This isn’t just a small update; it is a massive opportunity to unlock immediate cash flow for your business.
Ready to get started?
Simply reply to this post or call our team directly at 844.463.2400 to set up a time to discuss your specific situation.