Turn your R&D into a tax credit.
We find the qualifying R&D, build the evidence, and hand it to your CPA to file.
What’s at stake
The credits engineering-led startups are leaving on the table.
$500K
Annual payroll tax offset
Cap for qualified small businesses, raised from $250K starting tax year 2023. i
14–20%
Federal credit rate on QREs
Alternative Simplified Credit (14% above base) vs the regular method (20% above base). i
Eligibility and credit amounts vary by company profile, methodology, and jurisdiction. Final determination with your tax advisor.
Where credit processes break
Most processes are assembled for filing, not built for audit.
Before · spreadsheet
Q3-claims.xlsx
- No project tag
GPU compute · model training
AWS · Q3
- Not R&D
Production hosting
Vercel · monthly
- Unallocated
Mixed-role payroll · Marcus B.
Eng + sales
- No §41 narrative
Prototype hardware
Inv 4821
- Not R&D
Admin tooling · Notion, Linear
SaaS bundle
- No linkage
Third-party model optimization
Apex Data Labs
Six items flagged. Three would survive an audit. No way to tell without re-reading every line.
After · Provenance
Classified · Q3
Qualified
4GPU compute · model training
Prototype hardware
Third-party model optimization
Engineering payroll · 4 contributors
Needs review
2Mixed-role payroll · Marcus B.
Shared environment costs
Excluded
2Production hosting
Admin tooling · Notion, Linear
Reviewer-ready. Each item linked to §41 narrative and source evidence. CPA reviews exceptions, not the whole pile.
Built for defensibility
Designed for defensibility, not just calculation.
Structured documentation
Projects mapped to the IRS §41 four-part test with consistent, reviewer-ready narratives that stand up to scrutiny.
Financial traceability
Every dollar tied to payroll records, contractor agreements, or classified expense evidence. No floating figures.
Evidence coverage
Technical and financial evidence linked, classified, and organized for review. Gaps surfaced before filing, not during audit.
Sample report
What your CPA actually receives.
Total QRE
$80,500
Estimated credit
$8,050
Confidence score
75%
Evidence coverage
50%
R&D credit report · Q3 2025
Industry
Applied AI Infrastructure
Tax year
2025
Four-part test
100% complete
Evidence records
8 documents
Project coverage
Inference Pipeline Acceleration
4-part test ✓Context-Aware Retrieval Engine
4-part test ✓Autonomous Monitoring Agent
4-part test ✓
QRE breakdown
Qualified wages
4 contributors · payroll-linked
$58,000
Contract research
Apex Data Labs · River Systems
$15,000
Cloud computing
GPU training runs · isolated
$6,500
Supplies
Prototype hardware
$1,000
Total QRE
$80,500
Qualified evidence
Qualified
4- • GPU compute · model training
- • Prototype hardware
- • Third-party model optimization
Needs review
2- • Shared environment costs
- • Mixed-role payroll
Excluded
2- • Admin tooling
- • Production hosting
Aligned to IRS §41 · Reviewer-ready
Page 01 of 14
Sample · Illustrative figures.
What you receive
A package your CPA can review and file.
Provenance fits into your existing R&D credit workflow. We build the evidence package. Your advisor applies the expertise and makes the final call.
Quarterly and annual R&D documentation reports
QRE breakdown with documented assumptions and calculation logic
Evidence-backed project narratives aligned to IRS §41 four-part test
Clear linkage between projects, costs, and supporting evidence
Review-ready output for your CPA or tax advisor
Optional QSBS tracking layered on top
How it works
From sign-up to filing, in three steps.
01
Connect your tools
Link the systems your business already runs on. Data is securely referenced and processed automatically. No manual exports.
02
We identify the evidence
The AI surfaces potential R&D activities, ties them to payroll and expense data, and organizes the supporting evidence.
03
Download your report
A structured, evidence-backed report ready for your CPA or tax advisor to review and file.
Ready to claim what you’ve earned?
Join the early-access cohort. We’ll build the evidence package. Your CPA files the credit.
Join the waitlistDesigned to support IRS §41 requirements. Final eligibility should be reviewed with your tax advisor.
Controls & security
Built for financial controls and data security.
Your underlying data stays in your source systems. Provenance stores only metadata and references. Final eligibility and filing decisions remain with your advisor.
SOC 2 Type II certified, inherited from Gateway AI
Metadata and references only. No source documents stored.
Encrypted at rest and in transit
Role-based access controls
IRS §41-aligned classification framework
Works with your existing CPA or tax advisor