Service

Federal & State Audit Assistance

State R&D tax credit rules may follow federal concepts while differing in credit rates, refundability, application requirements, and documentation standards. Companies with multi-state claims may therefore need to address examination requests at both the federal and state levels.

How It Works

BLMC helps coordinate federal and state examination support by maintaining consistent project definitions where appropriate, documenting differences in state requirements, and aligning the technical and financial information provided in each response.

We track open tax years, applicable statutes, and program-specific requirements to help identify differences between federal and state positions and organize the supporting documentation required for each examination.

Who This Is 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

Schedule a Teleconference

A scoping conversation clarifies exposure, open IDRs, and whether readiness or active defense is the priority.