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Turn Innovation into Cash Flow.

R&D Tax Credit Service

Most U.S. SMBs that build, test, or improve products and processes qualify for federal and state R&D tax credits — and most leave the money on the table. Opscale Exchange matches you with a vetted R&D specialist, builds a defensible study, and (when you qualify) advances cash against the credit so you don’t have to wait on the IRS.

If your team solves technical problems, you probably qualify.

who qualifies

Software & SaaS

Design optimization, prototyping, materials testing.

Manufacturing

Businesses developing products, improving technology, or solving engineering challenges may qualify for significant federal and state credits.

Engineering & Architecture

Process improvements, automation, new product development.

The R&D credit isn’t just for labs and biotech. The IRS defines qualified research broadly: any work to develop or improve a product, process, software, technique, or formulation that involves technical uncertainty and experimentation. That covers a lot more SMBs than most CPAs realize.

Food & Beverage

Construction

Agriculture & Biotech

New features, algorithms, integrations, performance work

Crop optimization, breeding programs, lab work.

Formulation, shelf-life, packaging, production scale-up.

Custom builds, sustainable methods, structural innovation.

Activities that count

  • Designing or developing a new product, software feature, or formulation

  • Improving the performance, reliability, or quality of an existing product or process

  • Automating or streamlining an internal process or workflow

  • Engineering work to meet new specifications, regulations, or customer requirements

  • Custom software development for internal or customer-facing use