Maximize legitimate research and development tax credits with documentation that withstands the most rigorous audit scrutiny—because the credit is only worth claiming if you can defend it.
Six integrated capabilities spanning credit identification, documentation, computation, filing support, and audit defense—designed to maximize your legitimate credit while ensuring every dollar claimed is defensible.
Systematic evaluation of your research activities against the four-part test: permitted purpose, technological uncertainty, process of experimentation, and technological in nature. We identify qualifying activities your team may not recognize as eligible, including process improvements, software development, and manufacturing optimization.
AI-enhanced documentation workflows that capture qualifying activities in real time rather than reconstructing them at year-end. Project narratives, time allocation records, and expense categorization are maintained continuously with the specificity auditors require.
Rigorous calculation of qualified research expenditures (QREs) across wages, supplies, and contract research using both the regular and alternative simplified credit methods. We model both approaches and recommend the calculation methodology that maximizes your legitimate credit.
Every credit study we produce is built for audit. Documentation packages include project-level narratives, personnel interviews, expense substantiation, and technical memoranda that address the specific examination criteria the CRA and IRS apply during R&D credit audits.
When audits occur, our team serves as your primary interface with tax examiners. We present documentation, respond to information document requests (IDRs), and negotiate disputed items with the technical depth and procedural knowledge that protects your credit position.
For organizations that have not previously claimed R&D credits, or that have under-claimed in prior years, we conduct lookback studies covering all open tax years. Amended returns can recover substantial credits from prior periods that were never captured.
We capture qualifying activities as they happen—not reconstructed at year-end. Every project narrative addresses the four-part test explicitly with verifiable records.
Every expense categorization follows a documented methodology established before filing, not after the audit letter arrives. Generic descriptions and estimated allocations are what examiners challenge—we eliminate those vulnerabilities.
A large credit that survives audit is worth infinitely more than a larger credit that does not. We do not inflate credits to justify fees—we maximize legitimate claims and defend every dollar with evidence.
A disciplined four-phase methodology that produces credit studies built to survive examination from initial qualification through audit defense.
Technical interviews with R&D personnel, project documentation review, and systematic evaluation of all potentially qualifying activities against the four-part test criteria.
Project-level narratives, time allocation analysis, expense categorization, and technical memoranda constructed with the specificity and format that auditors require for substantiation.
Qualified research expenditure calculation using both regular and alternative simplified methods, with documented methodology selection and reconciliation to your financial records.
Complete credit study package delivered with filing-ready schedules, technical memoranda, and an organized audit defense file structured for examiner review.
Audit success rate across all R&D credit examinations our team has defended
Typical lookback period for amended return recovery of previously unclaimed credits
Average credit increase when replacing prior preparer’s study with our methodology
The R&D credit is too valuable to leave on the table and too scrutinized to claim without bulletproof documentation. We deliver both: maximum credit with maximum defensibility.
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