Everything your R&D tax credit needs. Nothing it doesn’t.

R&D credit studies

A complete review of your research activities and costs, tested against the four-part test.

• ✓Project interviews with your technical leads
• ✓Business component identification
• ✓Qualified research expense (QRE) calculation
• ✓A written study you and your CPA can rely on

Contemporaneous documentation

Records captured while the work happens are the strongest support a claim can have. We help you set that up.

• ✓Simple templates that fit how your teams already work
• ✓Guidance on tickets, test logs and design records
• ✓Periodic check-ins during the year
• ✓Less scrambling at year end

Form 6765 preparation, including Section G

Accurate figures and project-level detail prepared for your return, coordinated with your tax preparer.

• ✓Section G business component information
• ✓Regular credit or Alternative Simplified Credit calculations
• ✓Clear support schedules for each line
• ✓Coordination with your CPA

Amended returns for prior years

If you did qualifying work in past years and didn’t claim it, it may not be too late.

• ✓Review of open tax years
• ✓Reconstruction of documentation from existing records
• ✓Support for amended return filings
• ✓Refund claim requirements addressed

Startup payroll tax offset

Qualified small businesses may be able to apply part of the credit against payroll taxes, even before they have income tax liability.

• ✓Eligibility review for the payroll election
• ✓Election support on Form 6765
• ✓Guidance on timing with Form 8974
• ✓Built for early-stage teams

State R&D credits

Many states offer their own research credits on top of the federal credit.

• ✓State-by-state eligibility review
• ✓State-specific calculations and forms
• ✓Coordination with your federal study
• ✓Multi-state companies supported