Service

R&D Tax Credit Audit Defense

BLMC provides federal and state R&D tax credit audit assistance. When an examination begins, effective support requires an understanding of both the technical basis for the research activities and the documentation standards applied by examiners.

How It Works

Audit defense begins with the documentation already available, including project narratives, wage allocations, contractor agreements, and cost schedules. We map claimed expenses to the records supporting them and identify documentation gaps that may require additional support during the examination.

We prepare structured responses to Information Document Requests, coordinate with your CPA or tax counsel, and help ensure that the technical and financial information reported on the return is consistent with the supporting documentation.

The objective is to develop a clear, well-supported position that can be presented during the examination process.

Who This Is 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

Schedule a Teleconference

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