R&D Tax Credit for Dental Practices
$30,000 - $80,000
recovered per year by dental practices we work with
Your practice may qualify for the R&D tax credit for work you are already doing
Custom appliances, digital fabrication workflows, material testing, and
clinical software development can all qualify. Most dentists have never
claimed it.
Typical annual recovery
Upfront cost
Time required from you
Tax years eligible
Does Your Practice Qualify?
Work you may already be doing that qualifies for the R&D tax credit
The IRS definition of R&D is broader than most dentists expect. If your practice involves any technical experimentation or problem-solving, you likely qualify.
Custom Appliances & Devices
Designing, improving, or fabricating custom aligners, prosthetics, dentures, or orthodontic devices in-house.
Digital Fabrication Workflows
Experimenting with scan-to-design, 3D printing, milling, or other digital fabrication processes.
Material & Durability Testing
Testing materials for fit, durability, biocompatibility, or manufacturing methods in your practice.
Software & Clinical Systems
Building or improving software for treatment planning, imaging, scheduling, or clinical workflows.
Prototyping & Trial-and-Error
Running iterative testing to resolve technical challenges in patient care or practice operations.
New Technology Adoption
Integrating and customizing new scanning, imaging, or treatment technologies for your specific practice needs.
New Legislation – July 2025
The One Big Beautiful Bill Act changed the R&D landscape
Signed into law on July 4, 2025, this legislation restored immediate expensing for domestic R&D costs and created new retroactive opportunities. For dental practices, the timing has never been better to claim this credit.
Immediate Expensing Restored
R&D costs can now be deducted in full in the year incurred, instead of being spread over 5 years.
Retroactive to 2022
Practices under $31M in revenue may amend 2022, 2023, and 2024 tax returns to recover missed credits.
Federal + State Stacking
The federal credit can be combined with your state’s R&D credit for a larger total recovery.
State R&D Credits
Your state may offer additional credits on top of the federal benefit
These state credits stack with the federal R&D tax credit, increasing your total recovery.
Arizona
California
24% on basic research. 15% on qualified expenses above the base amount.
Credits never expire
Connecticut
20% incremental credit. 6% non-incremental credit.
Partially refundable
Indiana
15% on the first $1M in qualified expenses. 10% above that.
r&D equipment tax exempt
Massachusetts
New Jersey
Rhode Island
Texas
Results
Real results from dental practices we have worked with
“We had no idea the work we were doing with digital scanning and custom aligners qualified for a tax credit. TaxRobot handled the entire process. It took very little time from our team.”
12-person orthodontic practice, first-year engagement
$67,000
recovered in the first year
How It Works
Three steps. Minimal time from you.
TaxRobot handles the heavy lifting. You stay focused on patient care.
1
Free 30-Minute Review
We walk through your practice’s activities to determine if you qualify. No cost, no commitment.
2
We Conduct the R&D Study
3
You Claim the Credit
About TaxRobot
Software-powered precision.
Human support throughout.
TaxRobot combines proprietary software with hands-on expertise to deliver R&D tax credit studies that are thorough, defensible, and require minimal time from your practice.
We do not replace your CPA. We work alongside them to identify credits your practice is entitled to, handle the documentation, and provide audit protection with every study.
Software-Powered Analysis
Our platform identifies qualifying activities with precision and thoroughness.
Human Expertise
You work directly with a real person from start to finish.
Audit Protection Included
Every study comes with comprehensive audit defense at no extra cost.
No Upfront Cost
We charge a percentage of the credit identified. You only pay if you benefit.
Find out if your practice qualifies
A 30-minute conversation is all it takes. No cost, no commitment. We will tell you if the R&D tax credit applies to your work.