Tax Credit Evaluation Services

Research & Development Tax Credit Studies & Filings

We help innovative companies unlock the full value of the R&D Tax Credit under IRC §41 — from straightforward Form 6765 filings for start-ups to advanced support including income tax provision calculations, FIN 48 reserve analysis, and robust contemporaneous documentation of qualified research activities. Our tailored approach not only maximizes your credit but also ensures compliance and audit readiness, giving you confidence while fueling your next phase of growth.

Uncertainty

Provide evidence you've attempted to eliminate uncertainty about the development process or improvement of a product or process.

Experimentation

Establish, often through trail and error, you underwent a process of evaluation alternatives for achieving the desired result.

Technological in Nature

Prove your experimentation relies on science, including computer science, biology, physics, chemistry, and engineering.

Qualified Purpose

Show the research intended to create a new or improved business component that resulted in increased performance, function, reliability, or quality.

Four-Part Test

Qualification & Four-Part Test

Rapid eligibility check (projects, activities, expenditures) against the IRS four-part test; flags quick wins and risks before you invest in a full study.

Technical Interviews & Contemporaneous Narratives

Engineer/PM interviews to build exam-ready project write-ups that demonstrate uncertainty, experimentation, and permitted purpose.

Startup Payroll Tax Offset Setup

For qualified startups, we handle the election and coordination of Form 6765 → Form 8974 → Form 941 so credits offset employer Social Security tax.

Scoping & Project Mapping

We inventory qualifying projects, align them to business units, and map which costs (wages, supplies, contract research, certain cloud/software) are in-scope for the credit.

Credit Calculation & Modeling (Form 6765)

We compute ASC vs. Regular methods, model §280C reduced-credit elections, and quantify federal/state benefits across multiple years.

Documentation & Substantiation Package

Deliver a defensible file: methodology, qualified cost tie-outs, project narratives, sampling support, and exam exhibits.