Case Study: Mallard Manufacturing achieves 14 times the annual R&D tax credits with Wipfli

Mallard Manufacturing - Customer Case Study

Mallard Manufacturing Corp., an Illinois producer of high-density live-storage handling systems, thought it was already receiving the full benefit of the R&D tax credit. After Wipfli joined the company through its accounting relationship, Mallard learned its older, narrower view of qualifying activities may have been leaving money on the table.

Wipfli conducted a research and development tax credit study, meeting with key Mallard staff to identify qualifying activities, evaluate projects and related expenses, and gather documentation. The process took only 10-15 hours of Mallard’s time, and the company was eligible for 14 times the annual R&D tax credits over previous years. Wipfli also provided guidance for future claims and audit documentation.

Mallard Manufacturing

Kevin Risch

President