After TaxTax Playbook

Tax Playbook · Business owners

The R&D tax credit

Advanced

If your small business builds new products or software, the R&D tax credit can wipe out your employer payroll tax — up to $500,000 a year. A startup spending $1.5 million on research might earn roughly a $150,000 credit to offset payroll tax. You must be a young, small business (under $5 million in receipts) and file on time. This is complicated, so get a tax pro involved.

Good for: Founders and small business owners who build things.

Learn the basics

Recent articles & guides

On this site

Related strategies

S-corp electionSelf-employed and profitable (roughly $80,000+/year)? Elect S-corp tax treatment: pay yourself a fair salary, …Hire your kidsHire your own kids in the family business and their pay is a tax deduction for you. Keep it under the standard…The 20% QBI deductionRun a small business? You may get to ignore 20% of your profit for tax purposes — earn $100,000, pay tax on $8…Dodge the SALT cap (PTET)The feds cap your state-tax write-off at $40,400 in 2026. But 36 states let your S-corp or partnership pay the…Bonus depreciation & Section 179A $100,000 work truck is usually written off a little each year. In 2026, 100% bonus depreciation lets your bu…The Augusta RuleRent your home out for 14 days or fewer in a year and the rent is tax-free — you don't even report it. That's …

Browse all 97 strategies in the interactive playbook

Educational summary, not tax advice. Limits and rules change — confirm current law with your tax adviser.