Chris Peters | R&D Tax Advisors
The R&D tax credit is one of the most misunderstood areas of tax for growing companies. Many businesses have heard of it, but are still unsure what qualifies, how it works, or what it takes to claim it properly.
I’m Chris Peters, founder of R&D Tax Advisors, and I help businesses understand, document, and claim R&D tax credits clearly and correctly.
On this channel, you’ll find practical guidance to help you understand the credit more clearly, make smarter decisions, and avoid mistakes that can create problems later.
Chris Peters | R&D Tax Advisors
Latest Episodes
What Counts Toward the R&D Tax Credit in 2026? - Episode 11
Does Your Software Work Qualify for the R&D Tax Credit? Use the Count/Review/Cut BucketsThis episode explains that the question “Does our work qualify for the R&D tax credit?” is too vague and should be replaced by sorting work a...
Before You File an R&D Credit in 2026, Check These 4 Rules - Episode 10
Section 174 vs. Section 41: The 4 “Lanes” to Plan Your 2025 R&D Tax Credit (and Section G + Payroll Election)The episode explains that recent changes to Section 174 (deduction timing for research expenditures) are often confused with...
7 R&D Credit Flags Your CPA Should Catch Before Filing - Episode 09
7 R&D Tax Credit Red Flags to Check Before You File (Plus 1 Bonus Most Miss)The biggest risk with the R&D tax credit is not claiming it, but being able to support it, and provides a one-page checklist of seven red flags plus a bo...
The R&D Tax Credit Is Hard Until You Build Documentation Like This - Episode 08
The 3-Folder R&D Tax Credit Documentation System (Built for IRS Audits + Form 6765 Section G)The episode explains why many R&D tax credit studies fail audit scrutiny because they produce only a form number without substantiating ...
Give Me 20 Minutes, And I'll Tell You If Your 510 Engineer Team Probably Qualifies - Episode 07
R&D Tax Credit for Small Engineering Teams: The 4-Part Test, 3 Layers, and Top DisqualifiersThe episode explains how founders with 5–10 person engineering teams often miss six-figure R&D tax credits by using their own definition ...