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Solution R & D tax credit with engineer evaluating engine prototype


Cooper Financial Group works with independent partners to deliver operational, financial and tax benefits. Where there is a fit with your business strategy, we will connect you directly with our solution partner.

Business Challenge  |  Research & Development

Companies often miss R&D tax credits due to eligibility misconceptions

SOLUTION - Claim overlooked credits for developing products, processes or software and increase your cash flow.

Stay Competitive

Reinvest your tax savings into R & D efforts that help you innovate faster, lead your industry and attract key talent.

Fund Innovation

Offset development costs by recapturing dollars spent on improving products, software, or internal systems.

Boost Cash Flow

Turn qualified research activities into direct tax savings that increase working capital and fuel future growth.


solution snapshot

R & D Value Opportunity

Video length: 2 mins 43 secs

How much could you recover in tax credits for operational areas that now qualify?

Schedule discovery call

Eligibility qualification

Solution specialists uncover qualifying product development, process & software enhancements and internal system upgrades.

Documentation review

Detailed project documentation organizes research activities to meet federal and state requirements.

Filing Support

Solution experts work directly with your CFO / CPA to prepare accurate filings and ensure every qualified expense is captured.

Get Started

Be certain you are not missing out
on potential R & D credits


These apply to any company improving products, processes, software, techniques, or equipment, not just high‑tech firms.

Schedule discovery call

Research & Development

Key points to consider


FAQ category

Activities must involve technical problem‑solving and experimentation. Examples of qualifying work are developing new processes, improving internal systems, enhancing products, or creating software.