Services
From pre-audit readiness to IDR responses and examination defense — built for files that survive scrutiny.
Specialist representation when the IRS or a state agency examines your research credit claim.
Best for: Companies currently undergoing an IRS or state R&D tax credit examination Companies that have received or expect to receive examination requests Companies seeking assistance with documentation and responses during an R&D credit examination
Service DetailOrganize, draft, and quality-check responses to Information Document Requests related to research credit examinations.
Best for: Taxpayers who have received one or more R&D-related IDRs Companies preparing responses to federal R&D credit examination requests Taxpayers seeking assistance with documentation, drafting, and response review during an examination
Service DetailAssess an existing or planned claim against the documentation standards examiners typically apply.
Best for: Companies with material R&D tax credit claims Companies with potential prior-year examination exposure Companies preparing for a merger, acquisition, financing, or other material transaction Companies seeking to assess documentation readiness before filing or examination
Service DetailTurn engineering activities into contemporaneous, examination-ready project narratives and supporting cost documentation.
Best for: Companies preparing current or future R&D tax credit claims Companies rebuilding or strengthening documentation from prior tax years Companies with gaps in existing project or cost documentation Companies seeking to organize technical and financial support for potential examination needs
Service DetailCoordinated support when federal and state R&D credit examinations overlap or involve conflicting requirements.
Best for: Multi-state filers with federal and state R&D tax credit claims Companies undergoing federal and state examinations Companies with overlapping federal and state examination exposure Companies seeking coordinated support for federal and state information requests
Service DetailAssess examination exposure across open tax years before a lender, acquirer, or agency does so during due diligence.
Best for: CFOs and finance teams preparing for due diligence Companies preparing for a refinancing or material transaction Companies with significant R&D tax credit claims Companies seeking to assess potential examination exposure before filing or an examination
Service DetailA consultation can help you understand outstanding information requests, assess your current position, and determine whether to prepare for an upcoming review or respond to an active examination.
