Aprio + Justworks

Ask An Expert About R&D Tax Credits

Tuesday, Feb 28, 2023  |  10:00am EST  |  online
Aprio + Justworks: Ask An Expert About R&D Tax Credits

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About the Event

The R&D tax credit offers numerous benefits for small businesses, including the payroll tax credit for qualified small businesses and refundable state tax credits. With cash flow being critical for small businesses during these uncertain times, taking advantage of these credits can provide a significant boost to the bottom line. The payroll tax credit for qualified small businesses provides immediate cash benefits, allowing small businesses to offset payroll taxes by up to $250,000 per year, and will increase to a max of $500,000 in for expenses incurred in 2023. Refundable state tax credits for R&D can further increase cash flow, providing valuable resources for innovation and growth. In today's economy, small businesses need to be agile and competitive, and leveraging the R&D tax credit can help them achieve these goals while reducing their tax liabilities and freeing up cash for investment in their business.

What will be covered:

  • What activities qualify for R&D Tax Credits
  • Which expenses qualify for R&D Tax Credits
  • Things to consider when applying for R&D
  • Payroll R&D tax credits for qualified small businesses
  • Deadlines to file payroll tax credits
  • How to submit your R&D payroll credits with Justworks


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Meredith Kowal
Partner, R&D tax specialist, Aprio

Meredith helps clients leverage tax credits to save money. She uses her technical knowledge of federal, state and international tax law to work closely with clients to identify and implement tax savings strategies. Her specialties include Federal and state R&D tax credits, R&D tax credit audit defense, Canada’s Scientific Research and Experimental Development (SR&ED) tax incentive program, and tax credits for companies operating in the United Kingdom, and specialty tax credits.

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Matthew Oberting
Director of Payroll and Tax Operations, Justworks

Matthew has over 20 years of payroll and payroll tax compliance experience, with 8 years in the PEO industry. He has a BBA in Accounting and Communications from Eastern Michigan University and holds both a Certified Payroll Professional (CPP) and Canadian Payroll designation from the American Payroll Association (APA).

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Luke Zeller
Group Product Manager, Payroll and Justworks

Luke is a Group Product Manager with 15 years of experience in technology, specializing in payroll and tax. He holds a degree in accounting and began his career in tax before pivoting to tech. Luke has a proven track record of delivering innovative solutions that meet customer needs and drive business growth. With in-depth knowledge of the industry, Luke is passionate about simplifying complex processes for businesses.

Maria Tarmoun photo
Maria Tarmoun
Senior Manager, Client Tax Services & Solutions, Justworks

Maria has spent over 10 years working with private companies at a Big 4 Accounting firm and is passionate about helping SMBs gain access to the same knowledge and resources that large companies have. Maria holds a Master of Accounting from University of Hawaii, a Masters in Product Management for Maryland Institute College of Art, and Master of Taxation from NYU School of Law.