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Certifications
FI Group US
@FI Group by EPSA Copyright 2025
Many small businesses are already doing work that may qualify for valuable R&D tax credits without realizing it. This guide helps you quickly understand where opportunities may exist, how the credit works, and why reviewing past activities before July 6, 2026 matters.
Whether you are improving products, developing software, or optimizing processes, you may be able to reduce taxes or unlock cash flow through credits.
✔ Identify if you may qualify
✔ Spot missed opportunities from past years
✔ Understand potential savings or cash flow impact
✔ Prepare for a stronger, more defensible claim
✔ Act before time-sensitive opportunities close
Understanding eligibility is only the first step. To claim the R&D tax credit effectively, you need to structure your projects, track the right costs, and build documentation that supports your position. The R&D Tax Credit Checklist helps you move forward with confidence by showing exactly how to organize your information, align with IRS requirements, and prepare for a complete and audit-ready claim.
See how to build your claim step by step ACCESS THE CHECKLIST
Contact FI Group by EPSA for a complimentary eligibility review.
With Section 174A now restoring 100% immediate expensing of U.S. R&D costs and new retroactive opportunities under the One Big Beautiful Bill Act (OBBBA), the 2026 tax season brings not just complexity, but unprecedented opportunity.
Whether you are a startup, a scaling tech company, a manufacturer, or an engineering‑driven business, your approach to documenting, calculating, and defending your R&D Tax Credit must evolve. The IRS has raised the bar for substantiation, and for many companies, the July 6, 2026 retroactivity deadline represents a a time‑limited planning opportunity for eligible taxpayers to reclaim cash from the 2022–2024 years.
That’s why FI Group by EPSA created the 2026 R&D Tax Credit Readiness Checklist, your step‑by‑step guide to building a fully compliant, audit‑ready, and optimized claim.
Our updated checklist incorporates all the latest federal guidance, Section 174/174A changes, and 280C(c) considerations, giving you everything you need to prepare confidently.
This free, expertly developed resource ensures your team:
✔ Understands the new rules
✔ Collects every required document
✔ Optimizes elections and credit strategy
✔ Builds a defensible, audit‑ready claim
✔ Avoids costly mistakes before deadlines arrive
Your guide to maximizing credits, minimizing risk, and preparing with confidence.
Download now and get ahead of the 2026 tax season.
This checklist is built for companies and CPAs finalizing R&D credits during extension or amendment periods.
Have questions or want expert support?
Contact FI Group by EPSA for a complimentary eligibility review.
