• Tell us about your company

    We kickoff our analysis by gaining a high level understanding of your company and how you stay competitive.

  • Qualitative Discovery

    We conduct interviews with select personnel to identify the R&D activities.

  • Quantitative Analysis

    We review your accounting information and other documentation to calculate your R&D tax credit.

  • Strategy and Reporting

    We prepare the documentation your accountant needs to file the federal and state R&D credits. This may include pro-forma credit forms, a report substantiating your claim, and/or memoranda for your files.

  • Personal Follow-up

    We check in with you and your accountant to make sure you’ve realized value by monetizing your R&D tax credit or help with any issues in claiming your credit.