Services

Federal and State R&D Tax Credit Audit Assistance

From pre-audit readiness to IDR responses and examination defense — built for files that survive scrutiny.

R&D Tax Credit Audit Defense

Specialist representation when the IRS or a state agency examines your research credit claim.

Best for: Companies under IRS or state R&D credit examination, or expecting one.

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IRS IDR Response Support

Organize, draft, and quality-check responses to Information Document Requests on research credit exams.

Best for: Taxpayers who have received one or more R&D-related IDRs.

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Pre-Audit Readiness Review

Stress-test an existing or planned claim against the evidence standards examiners actually apply.

Best for: Companies with material claims, prior-year exposure, or a pending transaction.

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Examination Documentation Support

Turn engineering activity into contemporaneous, examination-ready project narratives and cost support.

Best for: Companies preparing claims or rebuilding files after a weak prior year.

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Federal & State Audit Assistance

Coordinated support when federal and state R&D credit exams overlap or contradict each other.

Best for: Multi-state filers and companies with overlapping federal and state exposure.

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R&D Credit Risk Assessment

Quantify examination exposure across open tax years before a lender, acquirer, or agency does it for you.

Best for: CFOs preparing for diligence, refinance, or a material claim year.

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Find the Right Service for Your Needs

A 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.