Ricerca
Federal + State R&D Credit · IRC §41 + new §174A

The R&D tax credit, defensible by construction.

Most tools slap an AI label on your activities and hope it survives an audit. Ricerca enforces the IRC §41 statutory tests in software — the four-part test, the §41(d)(4) exclusions, and the contract and controlled-group rules — then has R&D experts review and finalize every study. Federal and state credits, plus the new §174A expensing, captured and built to defend.

  • Reviewed & finalized by R&D experts
  • Backed by Audit Protection
  • Your data is never used to train public AI
What a Ricerca study delivers
Expert-finalized
  • Qualifying activities mapped to the §41 four-part test
  • QRE workpapers — wages, supplies, contract research, cloud
  • Technical narratives by business component
  • Form 6765 support, including Section G detail
  • §174A domestic expensing position captured
Audit-defense-grade documentation, reviewed and finalized by R&D experts who stand behind the work — and backed by Audit Protection.
Why Ricerca

Two bad options — until now.

For years, companies chose between expensive consultants (slow, costly, opaque) and automation-only software (fast and cheap, but shallow and unaccountable). Ricerca pairs AI speed with expert rigor so you don’t have to choose.

Experts finalize every study

AI augments; people decide. Experienced R&D experts review and finalize every study before it’s issued — the accountability automation-only tools can’t offer.

Built to defend on exam

Substantiation mapped to the four-part test and each business component, with contemporaneous evidence — the documentation examiners actually ask for.

Credit + §174A, captured

We don’t stop at the §41 credit. We capture the new §174A domestic expensing too, so you get the deduction and the credit — correctly.
Integrations

We meet your data where it lives.

Ricerca pulls wages, the general ledger, and engineering evidence from the tools you already use, so intake is near-effortless and every qualified dollar traces back to source. And you can always start from a secure spreadsheet, GL, or payroll export — no integration is ever required.

  • Live Connect today with a direct OAuth link
  • Rolling out Connector built — being enabled now
  • Planned On the roadmap

Accounting & ERP

QuickBooks Online connects directly today. The rest connect through our unified accounting connector — one secure, read-only link to your general ledger.

  • Live QuickBooks Online
  • Rolling out Xero
  • Rolling out NetSuite
  • Rolling out Sage Intacct
  • Rolling out Dynamics 365 Business Central
  • Rolling out FreshBooks

Payroll & HR

One secure connection through our unified payroll connector reaches hundreds of payroll and HRIS systems — these are the ones we see most.

  • Rolling out ADP
  • Rolling out Gusto
  • Rolling out Paychex
  • Rolling out Justworks
  • Rolling out Rippling
  • Rolling out TriNet
  • Rolling out Workday
  • Rolling out BambooHR

Engineering evidence

Contemporaneous proof of experimentation from the tools your engineers already use. Metadata only — commits, pull requests, and tickets. Never your source code.

  • Rolling out GitHub
  • Rolling out Jira
  • Planned GitLab
  • Planned Bitbucket
  • Planned Linear
  • Planned Azure DevOps

Don’t see your system? Tell us what you use — our connector layer reaches hundreds of payroll, accounting, and HRIS platforms, and secure exports work today regardless.

All product names, logos, and brands are property of their respective owners, used for identification only; no endorsement is implied.

The platform

Every layer of benefit, from one substantiated base.

Behind the study is a purpose-built engine: it enforces the §41 tests before counting a dollar, computes the full benefit stack, and challenges its own work before experts finalize.

Both credit methods, compared

Regular Credit and Alternative Simplified Credit computed side by side, so you file the stronger result.

Payroll offset for startups

Qualified small businesses can apply up to $500K/year of the credit against payroll taxes via §41(h) and Form 8974.

§41(f) controlled groups

Related entities aggregated as one taxpayer, with the credit allocated across members — documented in its own statement.

State credits, same base

State R&D credits computed from the same substantiated QREs, with each state’s own rules applied.

Filing-ready forms

Form 6765 (Dec. 2024 revision, Sections A–G), Form 8974, and a pro-forma Form 3800 that reconcile on their face.

Adversarial AI review

An independent AI examiner red-teams every study, a second model family runs QC — and experts make the final call.

2025 changed the math

Domestic R&D is fully deductible again.

The One Big Beautiful Bill Act created IRC §174A, restoring immediate, full expensing of domestic research costs for tax years beginning after December 31, 2024 — software development included. Eligible small businesses may even amend 2022–2024 returns for refunds.

  • Immediate deduction for domestic R&E — no more 5-year amortization
  • Software development costs explicitly included
  • Small businesses (≤ $31M avg. receipts) may apply it retroactively
Illustrative. First-year federal deduction on $1,000,000 of domestic R&E placed in service in 2025 — about $100,000 under prior 5-year amortization vs. the full $1,000,000 under §174A. Actual results depend on your facts; this is not a projection of your benefit.
View data
First-year deduction on $1,000,000 domestic R&E (illustrative)
Treatment First-year deduction
Prior TCJA §174 (5-yr amortization)$100,000
New §174A (immediate)$1,000,000

How we use AI — and what stays human

AI accelerates intake, document parsing, activity identification, narrative drafting, and QRE computation. But qualification, amounts, and the final call are decided by people. Our R&D experts review and finalize every study before it’s issued.

See the process

Serious about your data

Encryption in transit and at rest, least-privilege access, data minimization, and a clear retention policy. Your confidential data is never used to train public or third-party AI models.

Our security approach
Audit Protection · included

We stand behind your R&D claim

Every Ricerca study includes Audit Protection. If the IRS examines the R&D tax credit claim from your study, we represent you and provide the examiner with the documentation and information they request — under the terms of your engagement agreement.

Focused on your R&D claim

Audit Protection covers the R&D study and the related federal R&D tax credits only — not other parts of your return, other tax years, other credits or deductions, payroll taxes, state or local taxes, penalties, or interest.

Based on accurate information

Protection applies as long as the information you give us for the study is accurate and complete. If it isn’t, Audit Protection does not apply and we will not represent you on the resulting issue.

How it works

A rigorous study, without the drag.

AI compresses the busywork; our R&D experts ensure the rigor. Most of the lift happens behind the scenes.

  1. Step 1

    Scope & connect

    We scope your R&D and connect payroll, general ledger, and engineering systems. AI does the heavy lifting of intake so your team barely lifts a finger.

  2. Step 2

    Identify & substantiate

    AI surfaces qualifying activities and drafts technical narratives mapped to the IRC §41 four-part test; you and your engineers confirm the facts.

  3. Step 3

    Compute the credit

    We compute Qualified Research Expenses and compare the Regular and Alternative Simplified methods to the right result — alongside your §174A position.

  4. Step 4

    Expert review & deliver

    Our R&D experts review and finalize the study before it’s issued. You receive audit-ready workpapers and Form 6765 support you can hand to your preparer.

Built on the standards examiners look for

Every study is structured around the authorities the IRS actually applies — not marketing claims.

IRC §41 four-part test
Every activity, every business component.
Treas. Reg. §1.41-4
Contemporaneous documentation standard.
Form 6765 (2024 revision)
Including new Section G business-component detail.

See if your work qualifies

Tell us about your R&D and we’ll show you what a Ricerca study could capture — including the new §174A domestic expensing. Contact us for a tailored quote.