Service
Pre-Audit Readiness Review
An R&D tax credit claim should be supported by documentation that connects the claimed expenses to the underlying qualified research activities and process of experimentation. A pre-audit review evaluates whether that support is complete, consistent, and available before an examination occurs.
How It Works
We review the claim from an examination perspective, including project narratives, wage support, contract research arrangements, and base-period documentation. The review identifies areas where the technical or financial support may require additional documentation or clarification.
Well-supported positions are organized for examination readiness, while documentation gaps and potential areas of exposure are identified for further review before filing or examination.
Conducting this review before an examination can help companies identify documentation gaps and organize supporting materials in advance of potential information requests.
Who This Is 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
Schedule a Teleconference
A scoping conversation clarifies exposure, open IDRs, and whether readiness or active defense is the priority.