A highly experienced partner works your engagement personally, from feasibility through filing and examination, using a proven process designed around your team’s schedule, not ours.
A 30-minute consultation directly with a partner to evaluate your operations, technical initiatives, or real estate assets. We provide a candid assessment of eligibility, an estimated benefit range, and a clear go/no-go recommendation—with zero obligation.
Deliverable: Transparent feasibility assessment and preliminary benefit estimate.
Focused, low-impact technical discussions with your engineering or project leads, paired with a customized, lightweight data request. We leverage your existing project detail and financial records rather than burdening your team with unnecessary administrative overhead.
Commitment: Typically under four hours of your team’s time, paced over two to three weeks.
Our team quantifies your tax benefits and drafts the comprehensive documentation required to withstand examination: technical project narratives, expense categorizations, engineering allocations, and statutory nexus models.
Deliverable: An audit-ready final report alongside turnkey tax schedules prepared for your internal team or external return preparer.
We coordinate directly with your CPA or internal tax team to deliver turnkey forms and workpapers for seamless return integration. If a claim is selected for examination by the IRS or state taxing authorities, the partner who structured your study leads the defense.
Commitment: Seamless continuity from initial scope through exam resolution.
Comprehensive project narratives and nexus documentation detailing qualifying business components, technical uncertainties and statutory eligibility.
Final calculation schedules, general ledger audit trails and preparer-ready tax forms (including Form 6765, Form 3115 or Form 8974).
An executive summary and detailed methodology memorandum outlining total tax savings, the technical positions taken, and the law relied on in determining eligible projects and qualified research expenditures.
Direct representation by the partner who authored the study in the event of an IRS or state inquiry.
