How it works
Discover. Document. Claim. Defend.
A straightforward process that respects your team’s time and produces a claim built to hold up.
1
Step 1Discover what qualifies
We start with a conversation about your products, projects and teams, then map them to the four-part test.
- ✓Free eligibility review call
- ✓Project and business component inventory
- ✓Initial view of which costs may qualify
- ✓A clear plan and timeline
You bring: a list of the year’s major projects and who led them.
2
Step 2Document it the IRS way
We interview your technical leads and gather the evidence that proves the work was qualified research.
- ✓Short, focused technical interviews
- ✓Technical narratives for each business component
- ✓Evidence index linking claims to real records
- ✓Time and cost allocation support
You bring: access to design docs, tickets, test results and payroll data.
3
Step 3Claim every dollar
We calculate qualified research expenses and prepare the figures and project detail for your return.
- ✓QRE calculation: wages, supplies, contract research, cloud computing
- ✓Credit method analysis
- ✓Form 6765 support including Section G
- ✓Hand-off package for your CPA
You bring: your CPA, so we can coordinate the filing.
4
Step 4Defend it if asked
Your documentation is organized and ready. If the IRS reaches out, we help you respond with confidence.
- ✓Organized, retrievable claim file
- ✓Help responding to document requests
- ✓Technical support through examinations
- ✓Lessons carried into next year’s study
You bring: any IRS correspondence, as soon as it arrives.
You already did the work. Let’s bring the credit back.
Start with a free eligibility review. We’ll look at your projects and tell you plainly what may qualify.