Life sciences
Life sciences companies often spend years in research before revenue arrives. We plan for those years so their tax value carries forward.
HOW WE HELP
Tax services for life sciences companies.
- Biotech and therapeutics
- Medical devices
- Diagnostics and research tools
- Contract research organizations
- Research-stage companies
R&D tax credits
Lab research, clinical development, and product design often qualify for the credit, and eligible startups can apply up to $500,000 a year against payroll taxes.
Credits & incentives →Losses and credits after funding rounds
Tracking ownership changes so losses and credits are not unexpectedly limited by a funding round or acquisition.
Transaction tax →Equity compensation
Planning option grants, exercises, and restricted stock, including 83(b) elections, for the company and its team.
Tax planning →
Protect what your research has already built.
A financing or acquisition is often when years of research tax benefits are most at risk. Talk with us before terms are final, and we will confirm what you keep.
Protect what your research has already built.
A financing or acquisition is often when years of research tax benefits are most at risk. Talk with us before terms are final, and we will confirm what you keep.
LIFE SCIENCES INSIGHTS
September 22, 2026
Using recourse notes to exercise options earlier and potentially start the QSBS clock sooner
A recourse note can fund an option exercise without full cash payment and may start the QSBS holding period sooner.
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July 22, 2026
Texas rewrites its R&D credit: What businesses should know
Texas raised 2026 R&D credit rates, tied the credit to Form 6765, and made it refundable for some companies.
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August 7, 2025
R&D credits beyond software companies
Engineering, manufacturing, and product work outside software companies can still qualify for the R&D credit.
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