Never miss an eligible R&D tax credit again.

Insights into federal and state R&D tax credits

Across the United States, billions in federal and state R&D tax credits are available to help innovative companies recoup investments in research and development. From the federal Section 41 credit to state-specific incentives, these programs exist to reward technical innovation and fuel continued growth.

Combine human expertise and AI-powered tech

To maximize your R&D tax credits, Boast combines decades of hands-on tax expertise with an AI-powered platform that brings together your financial, project management, and payroll data into a single, reliable source of evidence. That’s how our team uncovers every qualifying activity that competitors miss, from obvious research projects to overlooked process improvements.

Industry-specific expertise

We know the ins and outs of R&D qualification across every industry. Our experts have deep experience with innovation in manufacturing, software development, biotechnology, engineering, food science, and every transformative field in between. We understand what the IRS looks for, how state programs differ, and which activities qualify under the four-part test.

100% dedication to tax credit claims

R&D tax credits are our specialty, not a side service. Unlike Big 6 accounting firms that treat R&D credits as one offering among hundreds, or pure software platforms that rely solely on automation, we focus exclusively on maximizing innovation funding. In fact, we’ve successfully completed over 1,700 claims across federal and state programs.

Businesses that work with Boast to capture their R&D tax credits on average enjoy 3x higher returns than those who work with tech-only competitors or attempt self-filing, and 30-50% higher returns than those using traditional Big 6 accounting firms.

Our audit success rate has consistently stood at 95%+, significantly exceeding industry averages while maintaining a recovery rate of over 90% for all claims challenged by the IRS or state authorities.

Boast supports you through the audit process

In the unlikely event that you’re confronted with an IRS or state tax authority audit, you can count on Boast to stand with you. We represent you and do the work, so you can be at ease knowing experts are handling every detail of the examination process.

Audit documentation is streamlined through our platform

With your Boast-secured claim platform, all technical documentation, financial justification, and supporting evidence are organized and ready to be presented during audit. Unlike tech-only platforms that abandon clients when audits happen, or traditional consultants who charge separately for defense, you’ll be audit-ready from Day 1—and representation is always included.

Expert review at every stage

We don’t just rely on technology. Our in-house R&D tax experts proactively review your audit readiness before claims are even filed. We work as a team to provide you with the most efficient way to handle IRS or state authority inquiries, ensuring you have bulletproof documentation that satisfies examination requirements.

Audit support is baked into your engagement with us

We stand behind our work. With Boast, you’ll never pay audit fees. Comprehensive audit defense through our AuditShield program is always included in your engagement. When the IRS challenges your claim, we challenge back—with documentation, expertise, and proven results.

Less tedious process to gather info

There’s no need to spend 60+ hours working with traditional tax consultants to prepare your federal and state R&D credit claims. Those marathon interview sessions, manual documentation efforts, and endless back-and-forth exchanges waste valuable time that your team should spend innovating.

Fewer hours required on your end

With Boast, we’ve streamlined the process down to approximately 5 hours of client time, freeing your R&D managers, engineers, and finance teams from extensive meetings to manually document their work. Instead, they can focus on driving innovation while our technical experts and AI platform do the heavy lifting to build your credit story.

Seamless integration with your platforms

Our AI-powered platform integrates directly with your existing systems—financial software, project management tools, time tracking systems, and engineering documentation—to automatically capture qualifying activities as they happen. This contemporaneous documentation approach is exactly what the IRS recommends, and it eliminates the need for time-consuming retroactive reconstruction.

Access to a dedicated claim portal

With a personalized Boast Claim Portal, any authorized individual on your team can easily and securely communicate with us. Want to check on your federal or state claim progress? You can do that at any time via your Claim Portal, or if you prefer, our Customer Success team is on standby to help you navigate any questions about your credits.

At Boast, we’re not just a one-time service. We’re your ongoing partners in federal and state R&D tax credit strategy, continuously capturing qualifying activities throughout the year.