Service
R&D Credit Risk Assessment
An R&D credit risk assessment evaluates the potential examination exposure associated with a claim, including the quality of supporting documentation, methodology, and consistency of the claim across tax years.
How It Works
We review the claim methodology, documentation quality, contractor treatment, and consistency across tax years. Findings are categorized based on their potential significance and likelihood of requiring additional support or remediation.
The assessment can support due diligence, refinancing, transaction planning, and internal review by identifying areas that may require additional documentation or remediation before a transaction or examination.
The findings provide a structured basis for prioritizing remediation efforts and addressing potential areas of examination exposure.
Who This Is For
- CFOs and finance teams preparing for due diligence
- Companies preparing for a refinancing or material transaction
- Companies with significant R&D tax credit claims
- Companies seeking to assess potential examination exposure before filing or an examination
Schedule a Teleconference
A scoping conversation clarifies exposure, open IDRs, and whether readiness or active defense is the priority.