R&D tax credits
Accurate, compliant federal and state credit studies designed to help innovative companies claim the maximum supportable benefit.
Tax incentives, accounting, and strategic financeSpeak with Cheng →
Independent tax & financial advisory
Focused advice.
Measurable value.
Spend less time worrying about taxes and financial operations—and more time building the business you set out to grow.
Lean & efficientRelationship-drivenResults-focused
SPECIALIZED SUPPORT, PRACTICAL IMPACT
Financial guidance built around the way growing companies operate.
Bookkeeping & fractional CFO
Reliable financial reporting and strategic guidance without the cost or commitment of hiring a full-time finance team.
Tax planning & consulting
Forward-looking advice to reduce tax liability, improve cash flow, and help owners make decisions with greater confidence.
WHO MAY QUALIFY
Innovation doesn’t need a lab coat.
If your team improves how something is designed, built, tested, manufactured, or delivered—and technical answers were not obvious at the start—your activities may deserve an R&D credit review.
Potential qualifying activities
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Designing or improving a product, process, formula, or software platform
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Building prototypes, models, pilots, or proof-of-concept systems
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Testing alternative materials, configurations, methods, or architectures
✓
Improving performance, reliability, scalability, or manufacturability
✓
Resolving technical uncertainty through engineering or computer science
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Capturing test results, design iterations, and experimental findings
Software & SaaSManufacturingEngineeringConstructionLife sciencesFood & beverage
THE FOUR-PART FRAMEWORK
A disciplined way to evaluate qualified research.
NuTech maps project facts to the core federal research-credit framework, then works with your tax professional on the appropriate filing position.
Permitted purpose
The work seeks to create or improve a product, process, software, technique, formula, or invention.
Technological basis
The work relies on principles of engineering, computer science, physical science, or biological science.
Technical uncertainty
At the outset, the team must resolve uncertainty about capability, method, or appropriate design.
Experimentation
The team evaluates alternatives through modeling, simulation, prototyping, testing, or systematic trial and error.
HOW WE WORK
Senior-level attention without the overhead.
NuTech stays lean, responsive, and close to the work. Every recommendation is grounded in what can create real value for your business.
See how we work →Listen first
We learn your goals, pressure points, current team, and financial priorities before defining the engagement.
Find the opportunity
We identify tax incentives, reporting improvements, planning needs, and decisions that deserve better financial insight.
Deliver practical guidance
You receive clear work, useful recommendations, and direct access to an experienced CPA—not layers of unnecessary process.
Coordinate the right team
We collaborate with local CPA firms and existing advisors so clients receive specialized expertise at a competitive price.
BUILT ON RESULTS & RELATIONSHIPS
No paid marketing. No big office. Just work worth referring.
NuTech grows through reputation and referrals, keeping the practice efficient and focused on the clients and professional partners it serves.
What that means for clients
- Direct access to Cheng Lu, CPA, MST
- Advice tailored to the realities of a growing business
- A lean cost structure and competitive pricing
- Clear communication and practical deliverables
- Collaboration with your existing CPA and advisors
- A long-term relationship centered on measurable value
QUESTIONS, ANSWERED
Specialized help that fits your business.
What services does NuTech provide?+
NuTech provides federal and state R&D tax credit studies, bookkeeping, fractional CFO support, and proactive tax planning and consulting.
Can a company qualify without a dedicated R&D department?+
Potentially. Eligibility depends on the nature of the activities and costs, not department names. Qualifying work can happen across software, product, engineering, operations, or manufacturing teams.
Can NuTech work with our current CPA?+
Yes. NuTech partners with local CPA firms and existing tax professionals to bring specialized expertise to the relationship while avoiding duplicated work.
When does fractional CFO support make sense?+
It can help when a growing company needs better forecasts, cash-flow visibility, performance reporting, or decision support but is not ready to hire a full-time finance leader.
What is NuTech’s approach?+
Lean, efficient, relationship-driven, and focused on delivering value that business owners can actually feel.
START WITH A CONVERSATION
More clarity. Better decisions. Stronger cash flow.
Tell Cheng what your business is working toward and where you need sharper tax or financial guidance.
Contact Cheng →