Your Maximum R&D Tax Credit in Minutes. Refunds in as little as one month.2
With secure, purpose-built AI, our tax experts find qualifying R&D work and complete your filing with every dollar rigorously linked to evidence. Independent CPAs review every study and stand behind it.
How the credit gets built, in five stages.
Every arrow is a documented hand-off.
01 / 05
Your tools
GitHub, Jira, Slack, Trello, Gmail and payroll connect through scoped OAuth.
01Your toolscommit 9f3a2c1 · inference-batcher02 / 05
Purpose-built AI
Reads every commit, ticket and thread. Scores each against the four-part test.
02Purpose-built AIQualifying · High03 / 05
Tax team review
Our practitioners check every business component and resolve open items with you.
03Tax team reviewInference pipeline, v3 · Practitioner reviewed04 / 05
Independent CPA
Reviews the study before anything is filed.
04Independent CPAReviewed05 / 05
Form 6765 · Section G
Delivered with a sealed substantiation bundle, ready for your preparer.
05Form 6765 · Section GInference pipeline, v3Latency under loadReviewedSealed substantiation bundle attachedSHA-256 · Ed25519
in tax credits our team's practitioners have helped clients claim over their careers.1
Credit realized in as little as 30 days through payroll tax offset or advance funding, where eligible.2
companies have entrusted our team's practitioners with their most complex and valuable tax matters.1
of sealed substantiation with chain of custody, verifiable by your preparer or an examiner.
Engineers and executives advancing the frontier of AI for tax.
A team that has built machine learning systems, advised federal agencies on AI, run tax credit programs at national scale, and examined R&D Tax Credit claims inside the IRS. That mix is why the product reads the record of the work, and why every study is organized the way an examination is run.
- 01Former IRS R&D Tax Credit examiner on the team
- 02Adviser to DARPA and ATARC on AI
- 03PhD-led machine learning engineering
- 04Tax credit programs run at national scale
Experience drawn from
Organizations where members of our team have worked, built or advised. Listed for background only; no endorsement or partnership is implied.
Claim every dollar you qualify for. Keep every dollar you claim.
The IRS now asks for the file behind the number. DeepFi builds that file from the record of the work itself, down to the original ticket and commit.
- Inference pipeline, v3wage QREs attributedLatency under loadReviewed
- Payment reconciliation enginewage QREs attributedOrdering guaranteesReviewed
- Sensor calibration firmwarewage QREs attributedThermal driftReviewed
2021
Refund claims must name the work.
Business components, activities and expenses on every claim. Deficient claims are rejected without Appeals.
2024
The Tax Court draws the line.
Phoenix Design Group: credits disallowed for thin contemporaneous documentation, 20 percent penalty sustained.
Tax year 2025
Section G arrives.
Business-component detail on the return itself. Optional for most filers this year.
Tax year 2026
Section G is required.
Required of most filers. Every DeepFi study is delivered in this form.
Maximum credit. Minimum effort. Every figure traced to its source.
For enterprises
For small and mid-sized businesses
DeepFi understands your work. Top tax attorneys handle the claim.
Every commit, ticket and thread is scored against the four-part test, with reasoning and a confidence level, then grouped into Section G business components. Routine work is excluded with the same rigor.
Qualifying items grouped, wages attributed from payroll, reasoning recorded for each call.
From connected tools to a filed credit in four steps.
- 01
Scope and connect
Fiscal years and entities set. Sources connected through secure OAuth in about twenty minutes.
- 02
Discover and classify
Purpose-built AI scores every item against the four-part test and groups the work into business components.
- 03
Quantify and attribute
Effort estimated per activity and reconciled to payroll. Each QRE traces to a person, a wage and specific work.
- 04
Review and deliver
Tax team review, independent CPA review, then Form 6765 with Section G complete and a sealed substantiation bundle.
Product walkthrough: connecting sources, syncing, classifying and clustering a study.
The original artifact behind every figure, sealed and ready to hand over.
The commit, the ticket, the message: captured in native form and packaged into a cryptographically signed bundle anyone can verify, years after screenshots and links have gone stale. Built against Treas. Reg. § 1.41-4(d) and certified under FRE 902(14).
- FRE 902(14) self-authenticating certification
- Ed25519 signature on every bundle
- SHA-256 manifests for tamper evidence
- Native artifacts: .eml, Slack RSMF, git bundles
- Seven-year retention with chain of custody
1 · Native artifacts captured from your systems
study-2026.bundlesealed
- commit 9f3a2c1 · inference-batchergit bundle
- PROJ-418 · Evaluate 8-bit quantizationjira export
- #hardware · calibration drift threadslack rsmf
- manifest.sha256SHA-256
- manifest.sigEd25519
- certificate · FRE 902(14)pdf
2 · Hashed, signed and sealed into one bundle
Independent CPA review
Every study is reviewed by an independent CPA before filing.
Fixed-dollar fees
Quoted in writing and set at signing. The fee does not change with the outcome.
Your data stays yours
Scoped OAuth. Never used to train our models. SOC 2 Type II attestation in progress; penetration test completed 2026.
Built with a former IRS examiner
Organized the way an R&D Tax Credit examination is run, by someone who ran them.
One profile. 435+ federal tax strategies. We match your specific facts to optimal tax strategies.
Most businesses use only a fraction of what the tax code allows. The engine that documents your R&D Tax Credit also checks your profile against every federal strategy, cites the code section behind each match, and prepares the required documentation while matching you to an expert practitioner who can help you complete your filing end-to-end.
- Delaware C corporation
- 42 engineers on payroll
- Owns a commercial facility
- Equipment placed in service
- Owner-operated
- R&D Tax Credit§ 41Match
- Cost segregation§ 168Match
- Bonus depreciation§ 168(k)Match
- Section 179 expensing§ 179Match
- FICA tip credit§ 45BNot applicable
A sample of what we screen. Each strategy is cited to its authority.
Your R&D already holds patentable inventions.
The commits, tickets and threads behind your R&D Tax Credit are often the first record of a new invention. Deepinvent, DeepFi’s parent company, finds them, checks novelty against the global patent corpus, and drafts filing-ready provisionals with figures and claims.
of U.S. business R&D is performed by firms that patent, though they are only about 18% of R&D performersc
higher sales growth five years after a startup's first patent is approveda
higher employment growth over the same perioda
Inventions found where the credit lives.
Candidates come from the same commits, tickets and threads behind your study, with provenance back to the source.
Novelty checked before counsel sees it.
Each candidate is scored on novelty, feasibility and impact against the global patent corpus.
Drafts your counsel can file the same day.
Provisional drafts arrive with USPTO-compliant figures and claims.
A stronger record and a stronger company.
Granted patents corroborate the technical record behind the credit, and defensible IP is an asset investors and acquirers can value.
A granted U.S. patent is conclusive evidence of the discovery element of Section 41b, and every filing adds a dated technical record that corroborates your study.
Explore Deepinventa Farre-Mensa, J., Hegde, D., and Ljungqvist, A., “What Is a Patent Worth? Evidence from the U.S. Patent ‘Lottery’,” The Journal of Finance 75(2), 2020, 639 to 682. Compares U.S. startups whose first patent application was approved with similar startups whose application was rejected; figures are average growth five years later. doi.org/10.1111/jofi.12867
b Treas. Reg. § 1.41-4(a)(3)(iii): issuance of a U.S. utility patent is conclusive evidence that a taxpayer discovered information that is technological in nature. A patent does not by itself satisfy the other requirements of Section 41, and a patent is not required to claim the credit. eCFR § 1.41-4
c Mezzanotti, F. and Simcoe, T., “Innovation, Patenting and Appropriability: Survey Evidence from a Nationally Representative Sample of U.S. Firms,” NBER Working Paper 31428, 2023 (Review of Economics and Statistics, 2026); based on Census and NSF BRDIS survey data, 2008 to 2015. nber.org/papers/w31428
Plain answers to the questions tax directors and founders ask us.
Who qualifies for the R&D Tax Credit?
Businesses that develop or improve products, processes, software, techniques or formulas through a process of experimentation grounded in engineering, computer science or the physical or biological sciences. The four-part test of Section 41 governs. Software, hardware, manufacturing process improvement and life sciences work commonly qualify. Startups with losses can still benefit through the payroll tax offset.
Can I claim credits for past years?
Yes. You can generally amend returns for open tax years, typically up to 3 years back from when you filed. DeepFi reviews each open year for qualifying R&D you never claimed, and our tax team builds the study behind each amended claim, with every dollar documented to the IRS standard for refund claims.
What does “in as little as 30 days” mean?
Two mechanisms can put the credit to work within weeks of filing. Qualified small businesses, with under $5 million in gross receipts and none more than five years back, may elect to apply up to $500,000 of credit against payroll tax deposits beginning the first calendar quarter after the return is filed. Where offered, optional third-party advance funding against a pending refund can be approved within days. Standard IRS refunds on amended returns take months, and we say so up front.
Does the AI prepare my return?
No. Purpose-built AI reads your source systems and drafts the classification, business components and effort estimates. Our tax team reviews every component and makes the final calls, and an independent CPA reviews the study before filing. DeepFi does not prepare or sign tax returns. The AI does the reading. People take responsibility.
How are fees structured?
A fixed-dollar fee, quoted in writing after a no-cost scoping review and set at signing. The quote reflects the size and complexity of the expected study, and the fee does not change with the outcome of the claim. The independent CPA review is a separate flat fee, disclosed with the quote.
What happens if the IRS examines the claim?
Every study ships with what an examiner asks for first: business components, activities and expenses in Section G form, and the original artifacts behind every figure, sealed and retained for seven years with chain of custody. Our method was built with a former IRS R&D Tax Credit examiner, so the study is organized the way an examination is run. Your preparer responds with the record in hand.
How is our data protected?
Sources connect through OAuth with scoped permissions. Artifacts are sealed with Ed25519 signatures and SHA-256 manifests and retained for seven years. Customer data is never used to train our models. Our SOC 2 Type II attestation is in progress, and an independent penetration test was completed in 2026.
Can DeepFi find patentable inventions in our R&D records?
Often, yes. The commits, tickets and threads behind your R&D Tax Credit regularly describe technical problems solved in new ways. Through Deepinvent, our parent company, those records can be checked against the global patent corpus for novelty and turned into provisional drafts with figures and claims. Your counsel decides what to file, or partner IP attorneys file through Deepinvent at member rates. The inventions and drafts are assigned to you.
Does a patent prove our work qualifies for the R&D Tax Credit?
No. Under Treas. Reg. § 1.41-4(a)(3)(iii), a granted U.S. utility patent is conclusive evidence that you discovered technological information. That is one element of the Section 41 test. A patent does not by itself establish a process of experimentation, and a pending application carries no safe harbor. Filings still give your study a dated technical record of the problem and the approach, and a patent is never required to claim the credit.
Start with a no-cost scoping review.
Thirty minutes with a practitioner. We tell you whether a study is worth pursuing, what it is likely to be worth, and what it would take from your team.
- Fixed-dollar fee, quoted in writing
- Independent CPA review on every study
- Look back across open tax years
1 Aggregate figures for engagements led or supported by members of the DeepFi team over their careers, including at prior firms, based on figures reported by those firms: more than $20 billion in tax credits claimed and more than 130,000 companies served. These figures are not a measure of results achieved by DeepFi, and past results do not predict your outcome.
2 Timing applies to qualified small businesses applying the credit against payroll tax deposits under Section 41(h), beginning the first calendar quarter after the return is filed, or to optional third-party advance funding where offered, subject to approval and fees. Timing depends on filing date and eligibility. IRS refund processing for amended returns takes substantially longer.