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There is a very broad spectrum of activity within these firms, resulting in an equally broad range of research intensities. What is consistent though, is that these entities undergo fundamental changes at a rate unmatched by most other industries. There is an incessant pressure to statistically improve, that requires a consistent evaluation of diagnostic systems, surgical procedures, administrative strategies, and infrastructure, creating constant opportunities for the R&D Credit in nearly every are of this field.

Advances typically include:

  • Alternative Surgical Techniques

    While advances are typically done by a combination of entities, each entity can take their relative contribution to the solution themselves.

  • Robotic Procedures

    This is an exploding field of medicine, and its impact is uncertain industry-wide. Firms evaluating the impact of robotic procedures typically have many uncertainties relevant to the R&D Credit.

  • Medical Implants / Devices

    There is a massive amount of evolution in this area of medicine, and practices relying on implants and devices typically couple these changes with detailed analytical efforts.

  • Treatment and Therapy

    Treatment and therapy is rarely a static development today. Increasingly, firms rely on detailed analytics and therapeutic approaches to ensure the best rate of recovery.

Case Study


Patient Security: For pharmaceutical companies, the most significant credit issue isn't qualification, it's security of patient files. To ensure confidentiality, InnovaTax offers a double-blind system that associate medical data with resulting credits with a digital ‘key,' reducing risk.


Healthcare is an extremely technical field, and credits are typically undertaken. Surgery Co. was an excellent example of this, which provided medical and surgical services for patients with gastrointestinal problems. InnovaTax found that much of the service was related to managing patients, but there were considerable efforts related to developing and evaluating surgical procedures, studying operative and post-operative results, and developing software and logistics systems to improve efficiency. Beyond even this, Surgery Co. drafted and supported a number of articles on surgical procedures, helping prove qualification without even realizing it.

Credit Estimator

Credit Estimator
* Industry Averages are historical IRS averages, representative of actual results compiled by the IRS (based industry NAICS code.)  Estimates of QREs and credits are approximations, and actual results will vary based on actual client costs and qualifications.


This is an estimation only and should not be used on your taxes.  All conclusions involved in this calculation are based on the accuracy of the information provided by the end user.  This calculation utilizes historic information and statistical analysis to determine an industry average combined with a mathematically derived constant for the calculation of State and Federal Benefits.  InnovaTAX cannot and will not warranty the results of this estimation and any party using the estimated figure in place of a genuine calculation does so at its own harm and with full warning from EEPB InnovaTAX that such action is improper.  Further, the estimator developed by InnovaTAX is the intellectual property of InnovaTAX and cannot be used in any other manner than on this website or by InnovaTAX employees.  Due to the fact that the information contained within the calculator is based on industry averages, the results will vary from situation to situation and might be above or below the stated figure.  Consult your tax advisor or EEPB InnovaTAX for further information.


The information used for the calculation of this credit is based on the Internal Revenue Code and Regulations.  EEPB InnovaTAX gathered information from State legislatures and taxing authorities for each state and relied upon the information provided by the state to develop this estimator.  The definitions of activities that qualify for tax credit are based on the definitions set out in the Internal Revenue Code and by each state authority.

EEPB InnovaTAX maintains this website on a regular basis and makes its best effort to update the estimator but does not warrant the calculations involved in the estimator to contain current law at all times.


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EEPB InnovaTax, LLC is a State of Texas registered tax adviser located in Houston, TX.

EEPB InnovaTax specializes in Research and Development income tax consultation; Tax advisory services; Tax and taxation planning advice, information and consultancy services; and Tax consultation.

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