Service
Examination Documentation Support
Strong documentation helps connect the claimed R&D tax credit expenses to the underlying research activities and the requirements of the applicable four-part test.
How It Works
We help finance and engineering teams document the four-part test while the underlying research activities and technical details are still available. This includes documenting technological uncertainty, alternatives considered, and the process used to evaluate the results.
Cost support is organized by individuals, projects, and time periods so that wage and supply allocations can be traced to the underlying research activities and supporting records.
The documentation process is designed to support the preparation of the claim and provide organized evidence for potential examination or information requests.
Who This Is 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
Schedule a Teleconference
A scoping conversation clarifies exposure, open IDRs, and whether readiness or active defense is the priority.