We Help You Realize the Value of Your Innovations
Innovation happens throughout a business, and some of the everyday work involved in improving products, technology, processes or equipment may qualify for federal and state research and development (R&D) tax credits. Recognizing those opportunities and gathering the right support, however, can be challenging.
Our R&D tax credit team helps bring structure to the process, using a technology assisted, business-first approach. We work with teams across your organization to identify promising activities, connect with the right people, gather relevant information and establish documentation that supports the claim. Regardless of your industry, we do more than simply calculate your R&D credit. We help create an efficient, repeatable process that strengthens substantiation while minimizing demands on your internal teams.
Our R&D Tax Credit Study Services
We build each R&D tax credit study around your business, using a six-step process:
- Discover: Meet with key stakeholders to understand your business, development efforts and available records, and establish a practical plan for the study
- Identify: Screen business units, departments and projects to locate and prioritize the most promising opportunities
- Document: Conduct targeted interviews and gather project evidence around objectives, uncertainties, alternatives considered and testing
- Analyze: Connect project activity to financial data, apply a consistent methodology and evaluate federal and state opportunities
- Deliver: Provide organized calculations, technical support and workpapers, and coordinate with your tax return preparer or internal tax team
- Support: Remain available for follow-up questions, examination support and future-year planning as your business evolves
Additional Services
- Section 174 analysis to review the federal tax treatment of your research and experimental (R&E) expenditures.