Featured Services

What's the process?
 

1. Discovery Call: A no-cost consultation to educate you and your partners on the R&D tax credit and assess whether your company qualifies.
    
2. Onsite Field Study: A specialized team of professionals will visit your business  to gain a detailed understanding of your operations, review qualified activities, and meet with the key employees as necessary to ascertain your eligibility.
    
3. Financial Review: We gather certain required financial data, including wage information and general ledger data, to calculate your potential R&D tax credits.
    
4. Credit Calculation & Engagement: Once we calculate your credits, we present those to you in a proposed report, outlining our fee structure, with a cost-benefit analysis should you decide to move forward.
    
5. CPA Filing Support: We will prepare all necessary Federal and state tax forms and work directly with your CPA to ensure a seamless filing of your tax return so that the R&D tax credit has the maximum chance of approval from the IRS.
    

6. Comprehensive Report: We provide a full report documenting the entire process including our calculations and findings. This report serves to substantiate the credit in the event of an audit