You May Qualify for R&D Tax Credits Tied To Work You've Already Done

Many businesses never formally reviewed eligibility, or were told years ago they didn't qualify under older rules.

The law has changed. A recent tax law change reopened a limited window to review prior years.

For most businesses, that window closes July 4, 2026. After that date,

missed credits from prior years cannot be recovered.

The law has changed. A recent tax law change reopened a limited window to review prior years. For most businesses, that window closes July 4, 2026. After that date, missed credits from prior years cannot be recovered.

WATCH FOR A CLEAR OVERVIEW OF HOW THIS WORKS

Partnering With Lifetime Navigators

René works closely with business owners and leaders who are focused on building, improving, and scaling their organizations. René shared this because many businesses are unaware they may qualify for a time-limited tax credit tied to work they've already done.

- René Rodriguez

Partnering With

Lifetime Navigators

Ryan works closely with business owners

and leaders who are focused on building,

improving, and scaling their organizations.

Ryan shared this because many businesses

are unaware they may qualify for a time-

limited tax credit tied to work

they've already done.

Unlock Federal & State R&D Tax Credits

Many business owners are surprised to learn that they may qualify for Research and Development tax credits tied to work they've already completed.

Why This Matters Now

In July of 2025, changes to the tax code reopened access to retroactive R&D tax credits for prior years. That window is time-limited. For most businesses, the ability to go back and claim missed credits closes July 4, 2026. Once that date passes, missed credits cannot be recovered. There are no reminders, no extensions, and no way to fix it later.

What Qualifies As R&D Activity

You don't need to be a tech company or run a lab. If your business has invested time, money, or resources into improving:

Processes

Software

Internal Systems

Manufacturing Methods

Technical Problem-solving

You may already have qualifying activity. The only way to know is to review your specific situation.

Partnering With Lifetime Navigators

You're here because René Rodriguez shared this.

René works closely with business owners and leaders who are focused on building, improving, and scaling their organizations.

René shared this because many businesses are unaware they may qualify for a time-limited tax credit tied to work they've already done.

René Rodriguez

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What Happens Next

You schedule a complimentary qualification call

We review your business at a high level

We determine whether it makes sense to move forward

This opportunity typically applies to businesses that:

Have three or more employees
Generate between $1 million and $31 million per year

This is a short call to determine whether your business may be eligible under the current rules. This helps route you to the right next step and avoid unnecessary calls.

Your information is used to review eligibility, schedule your call, and share relevant resources that may be helpful for your business.

Important to know:

This is not automatic
There are no reminders
Once the window closes, missed credits cannot be recovered

The only way to know whether this applies to your business is to review your specific situation.

Eligibility depends on individual circumstances. Results vary. No outcome is guaranteed.